Wealth Connect Financial Services 8 Coronation Avenue, Pottsville, New South Wales 2489

Welcome to Wealth Connect Financial Services, located at 8 Coronation Avenue in Pottsville, Australia. As a prominent establishment in the finance industry, we are dedicated to providing exceptional financial services to our valued clients.

At Wealth Connect Financial Services, our first step is to conduct an initial meeting with you. During this meeting, we will ask a series of questions to gain a comprehensive understanding of your financial situation. This allows us to identify areas where we can add value and provide the assistance you need. If we mutually agree that we can help, we will outline a fixed fee for our initial advice and any proposed structural changes.

During the initial meeting, it is crucial for you to outline the type of advice you are seeking and the specific assistance you require. This enables us to determine how we can be of assistance and tailor our services to meet your unique needs.

Our services encompass a wide range of areas, including the preparation of comprehensive financial plans and investment strategies. We also specialize in planning for clients in the years leading up to retirement, as well as conducting thorough reviews of current superannuation and insurance arrangements.

Whether you are looking for a better rate on your home loan, seeking to ensure that your insurance cover adequately meets your needs, or considering the development and implementation of a personalized retirement, wealth creation, or wealth management plan, we are here to help.

At Wealth Connect Financial Services, we believe in building strong partnerships. As such, we selectively choose Alliance Partners in other industries who can assist you in implementing the Financial Planning Advice we provide.

We invite you to visit our office at 1/8 Coronation Avenue in Pottsville, NSW, 2489. Alternatively, you can reach us at 02 5625 2021 or by email at [email protected]. Our team of experienced professionals is ready to guide you on your financial journey and help you achieve your goals.