At Wealth Depot we work in closely with many different service providers to help our clients remove complexity and better improve their understanding of financial products and services. Today, I would like to introduce one of those specialists to discuss how this process has provided benefits to our clients.

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George SamiosMadd Loans

We have known Peter and his wife, Robyn, for nearly 4 years and throughout those years we have developed a great relationship. We also service their parents, thus we have enjoyed a close and personal relationship with the entire family. We have helped Peter and Robyn with their Self-Managed Super Fund and investment strategies. Most importantly we have provided to Peter and Robyn a trusted sounding board and helped to guide them make financial decisions aimed at delivering their goals.

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Peter MarinosBig Michael's Fruit and Vegetables

We met Colin in 2018 and he wanted to ensure his superannuation was best structured to grow and support his retirement goals. We made sure he had the right risk protection and estate planning in place so that he knew, should anything happen to him, his family will be ok.

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Colin O’LoughlinArch Brokerage

Russell was introduced to us by his Accountant – Muscillo Romano in 2013 to help guide him and business partner around Key Person life insurance for their business. Since then our relationship with Russell has been close, constant and a pleasure. We assist Russell and his wife Kym with their superannuation, insurance, investment and Self Managed Super Fund requirements

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Russell ChildYield Asset Managers

On the 1st of March 2018, I had an accident at work. I’m a carpenter and I fell off a ladder, fracturing my knee and damaging my ligaments. Within 2 weeks I had surgery and Sebastian sorted out all my income protection and I was paid out for the accident. I work for myself so without my Income Protection, I would have been in a tough place financially. Sebastian and his team at Wealth Depot did a great job, they were efficient and took care of everything on their side and made the claim process very easy for me. Thanks Sebastian and team!

John Philps

My husband, Phil Counsel and I were recommended by friends to approach Wealth Depot to receive sound and professional financial advice.

Phil and I met with Sebastian, from Wealth Depot in 2015 and could not be happier with the advice and service that we have been provided. We truly feel that we are now heading in the right direction towards our financial goals, due to Sebastian developing an individually tailored financial plan and wealth creation. Our financial plan was based on specialist SMSF solutions, including such things as limited recourse borrowing arrangement and a diversified investment portfolio.

Sebastian has endeavoured to ensure that both Phil and I understand and feel comfortable with the decisions that we are making. This has resulted in us having financial peace of mind, which is very important to us both for our children and retirement.
Sebastian’s professional network has facilitated a multi-service collaboration. These vital services include legal, mortgage broking and accountancy. This has allowed for a more streamline and efficient approach to our financial portfolio.

Additionally, Phil and I have recommended Sebastian’s financial services to family, friends and work colleagues. Sebastian is a worthy nominee for the SMSF Advisor of the Year Award. He is highly professional, personable and available to answer to any questions and queries we may have.

Lastly, Sebastian regularly provides updates to our financial plan and online newsletters including such topics as My Super, Wealth Depot Insight and National News. Without a doubt, Sebastian Mazza has more than met our expectations.

Robin Counsel

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Robin Counsel