Achieving your Financial Dreams

At Wealth Depot Financial Advisers, we believe everyone, be it a hard working salary earner or owner of a small business, should be able to access the benefits of private wealth management.

Wealth Depot Financial Advisers welcomes you as part of our family. Wealth Depot Financial Advisers is a privately owned financial planning practice that believes in providing strategic advice and recommendations that are tailored towards each client’s specific objectives and goals.

How we can help you

As you go through life, your priorities or perspectives may change, but one thing that should remain constant is managing your finances well to help you get what you want from life.

Protection for your family

Protection for your family

Protecting your loved ones is a natural instinct, but how can you protect them when you’re not around?  We can help you by working through the adequate level of insurance coverage which can provide much needed financial protection in life’s ‘worst case scenarios’.

Wealth Creation for the future

Wealth Creation for the Future

Wealth creation is not the end result but a long process of strategies, process and effort. We can help direct you to your long term goals by discussing the options available to your specific circumstances, goals and timeline.

Retirement Savings

Save for my retirement

Retirement savings plans are set up so you can enjoy your retirement years. The sooner you start the less you need to put aside to save for the same life. We help make sure your finances are on track to get you to where you aim to be.

Building a Legacy

Building a Legacy

We know that you care about what happens to your family financially after you’re gone.  Let us help you get your assets and investments in line to ensure that you finances are distributed where you would like them if you pass away.

Risk Management for Business Owners

Risk Management
for Business Owners

Committing to quality risk management for your business means that you will be prepared for the unexpected events that can happen.  Hoping for the best and planning for the worst is the vision when setting up a business and reviewing on a regular basis the potential risk.

Aged Care Planning

Aged Care Planning

Rather than being forced into a care facility or situation that is not your ideal for you or your family, let us help you plan towards options that do work for you.

IFA Excellence Awards Finalist 2019

IFA Excellence Awards Finalist 2016

IFA Excellence Awards Finalist 2016

Wealth Depot Wealth Portal

Enjoy the benefit of having all of your financial information in one place with one login – credit cards, bank accounts, home loans, investment loans and more, with the Wealth Depot Wealth Planner.

Wealth Depot Wealth Portal

Enquire Today

Enquire today to talk about how we can achieve your financial dreams!

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