Catapult Wealth 39 Charles Street, Norwood, South Australia 5067
About the Business
Welcome to Catapult Wealth, located at 39 Charles Street, Norwood, Australia. As an establishment in the finance industry, we are a point of interest for families looking to secure and grow their wealth across generations.
At Catapult Wealth, we believe in providing our clients with a clear roadmap to achieve their financial goals. We understand the importance of transparency and ensure that each client understands where they are heading and why.
Our commitment to acting honestly, ethically, and with integrity is the cornerstone of our values. We strive to deliver peace of mind, security, and the knowledge that your future is financially rewarding.
Unlike many other financial planning firms, our fee for service approach is based on an honest and fair outlook. We price our services upfront, without discrimination based on the amount of money you invest or the income derived. This means that we are focused on providing value to all our clients, regardless of their wealth.
Our range of services includes self-managed super funds, investments, savings plans, and property. We also specialize in working with clients who own family businesses and require succession planning and/or business coaching.
Our CEO, Tony Catt, has put together a mini-series consisting of six episodes, where he explains the key elements to retire as smoothly as possible. Sign up below to gain exclusive access to all episodes and gain valuable insights into planning for your retirement.
If you are currently experiencing conflicts within your family business, we understand the challenges that can arise. Click below to discover the top 10 reasons conflicts occur within family businesses, along with helpful tips to avoid them in the future.
Mark, our experienced advisor, specializes in both accounting and finance. With a background in building, logistics, and primary industries, Mark decided to further his knowledge by undertaking a Bachelor of Commerce (Accounting). He joined Catapult Wealth in 2016 as a paraplanner and has since completed a Diploma of Financial Planning to become a certified Financial Adviser. Mark values providing simplistic, straightforward advice to help a wide range of people make informed decisions about their financial future.
At Catapult Wealth, we are dedicated to helping families look after their wealth across generations. With our honest and fair approach, comprehensive services, and experienced team, we are here to guide you towards a financially rewarding future. Contact us today to start your journey towards financial success.
Location & Phone number
39 Charles Street, Norwood, South Australia 5067, Australia
Hours open
Monday:
08:00 - 17:30
Tuesday:
08:00 - 17:30
Wednesday:
08:00 - 17:30
Thursday:
08:00 - 17:30
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
List of local businesses, places and services in South Australia
β business help π services β phones π opening times βοΈreviews π addresses, locations π· photos