Allegra Wealth
10 Bourke Street, Barton, Australian Capital Territory 2600
About the Business
Welcome to Allegra Wealth, a boutique financial planning firm located in the heart of Barton, Bourke Street, Australia. As an establishment that specializes in finance, we are proud to hold our own Australian Financial Services Licence (AFSL), providing our clients with confidence and peace of mind.
At Allegra Wealth, we believe in making the complex simple and the simple compelling. Our team of experienced financial advisors are dedicated to delivering personalized solutions that meet the unique needs and goals of our clients. Whether you are an individual, a family, or a not-for-profit organization, we have the expertise and knowledge to provide you with the specialized advice and solutions you require.
For not-for-profit organizations, Allegra for Not for Profits offers a range of specialized services and guidance. We understand the unique challenges and financial considerations that not-for-profits face, and our team will work closely with you to develop tailored strategies that align with your organization's mission and values.
For families, Allegra for Families provides personalized financial guidance to help you navigate the complexities of wealth management. We understand that each family's financial situation is unique, and our advisors will take the time to understand your specific needs and aspirations. From investment strategies to retirement planning, we will work with you to create a comprehensive financial plan that supports your family's long-term goals.
At Allegra Wealth, we prioritize building strong relationships with our clients. We believe in open and transparent communication, and we are always happy to discuss your current financial situation and expectations. In fact, we offer a complimentary first meeting, where we can get to know each other and determine how we can best assist you.
If you are seeking trusted and personalized financial advice, look no further than Allegra Wealth. Contact us today to schedule your complimentary consultation and take the first step towards a financially secure future.
Contacts
10 Bourke Street, Barton, Australian Capital Territory 2600, Australia
Opening hours
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
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