Regional Wealth 11 Illoura Place, Strathfieldsaye, Victoria 3551

Welcome to Regional Wealth, located at 11 Illoura Place, Strathfieldsaye, Australia. As a trusted establishment in the finance industry, we have an average service experience of over 15 years, making us well-equipped to provide you with expert advice on managing your superannuation and investments.

At Regional Wealth, we offer factual, general, and personal advice tailored to your specific needs. Whether you require a one-hour meeting to gain insights and broad advice or a comprehensive Statement of Advice, we have you covered. The cost of our services depends on the complexity of the advice required, with fees ranging from $880 up to $1,320 for a Statement of Advice.

Our aim is to provide the right level of advice at the right time. For some clients, a one-off advice session may be sufficient, while others may require ongoing, regularly reviewed personal advice. We understand that each person is unique, and we take the time to understand your current situation, goals, and needs before providing tailored recommendations.

When it comes to personal advice, we cover a wide range of areas based on your preferences. Our preferred approach includes utilizing larger super funds and wholesale-type managed funds for investments. We also offer share recommendations for clients who require regular reviews. Additionally, we prioritize insurance within your own super fund and do not receive any commissions, instead donating them to charity.

At Regional Wealth, we address important retirement planning questions, such as whether you are adequately prepared and if there are any additional steps you should be taking. We also help you understand the benefits of having your own superannuation fund and whether it is the right choice for you. Furthermore, we provide guidance on investment options, risk assessment, and expected returns. Additionally, we assist in determining the best way to house your assets for easy transfer or to maintain control and improve income allocation.

We believe in providing transparent and comprehensive advice to help you make informed decisions about your financial future. Contact us today to schedule a meeting and let us help you achieve your financial goals with confidence.