wealthyer

Welcome to Wealthyer, the premier financial institution located at 60 Moorabool Street in Geelong, Australia. As an establishment specializing in finance, we are dedicated to providing exceptional services to our clients and serving as a point of interest for individuals seeking to enhance their financial well-being.

At Wealthyer, we believe that true wealth extends beyond financial prosperity. It encompasses a rich and fulfilling life that is centered around your passions and surrounded by the people you love. Our team of strategic financial advisers is committed to helping you build your wealth and achieve the freedom to live life on your own terms.

What sets us apart as financial planners is our personalized approach. We take the time to truly understand your goals, aspirations, history, values, and appetite for risk. By gaining a holistic view of your life, we can recommend and discuss different pathways before developing a tailored strategy that is right for you.

Our team listens attentively to your goals and aspirations, creating a customized financial plan that meets your individual needs. We ensure that you are well-informed to make confident financial decisions and offer guidance at every stage of life as your needs and dreams evolve.

But don't just take our word for it. Here are some testimonials from our satisfied clients:

"I was a new client of Simon's and sought advice on insurance products. Simon's extensive knowledge and clear explanations made the whole process smooth and timely. I highly recommend Simon."

"Simon provided us with advice on insurance products to protect both myself and my wife. His patience, attentiveness, and detailed explanations were invaluable. I cannot recommend him highly enough for financial or insurance advice."

"Simon has given me advice on various areas, including super funds and personal insurance. His clear explanations and expertise have given me confidence that the advice was tailored to my needs. I always received Simon's full care and attention whenever I needed it."

As a Corporate Authorised Representative (No: 1275864) of Wealthyer Advice Assurance Pty Ltd (ABN: 92 663 398 365, AFSL No: 544 785), you can trust that our services are backed by industry expertise and regulatory compliance.

Choose Wealthyer for a holistic, unique, and personalized financial plan that is designed exclusively for you. Start your journey towards true wealth and financial freedom today.