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Wealthwise Financial Planning
Wealth is an ideal that many people aspire to. However the experience is not so much growing wealth or financial independence but more what it can buy. For most of us it is the lifestyle we choose and the financial freedom to make decisions that will benefit the way we want to live our desired lifestyle. Since 1986 we have been helping clients achieve their desired lifestyle. The experience and knowledge we have gained over that time allows our clients to trust our ability to help them successfully achieve their financial and lifestyle objectives.
Osborne Park, AU
Private
$7M Revenue
http://www.wealthwise.com.au
37 Employees
Nexus Wealth Management
"Making a difference to our clients business and financial success through great advice." Nexus Wealth Management Pty Ltd is a 100% locally owned and operated financial planning practice. Nexus Wealth Management have built an extensive and diverse client base by providing services to all businesses and individuals at any stage of their financial journey. Whilst we specialise in providing services to Small and Medium businesses, we also cater to your personal financial planning needs. In order to provide a complete service offering to our clients, we partner with a number of other professionals such as accountants, lawyers and tax specialists that are likewise committed to securing the best outcomes for our clients. With offices in both Perth and Albany, we are well placed to provide knowledgeable, professional and innovative financial planning advice to clients across Western Australia. Any advice in this company page has been prepared without taking into account your objectives, financial situation or needs. Because of this you should, before acting on any advice in this website, consider whether it is appropriate for your objectives, financial situation and needs. Please refer to our website - www.nexuswealth.com.au - for our Financial Services Guide. Brian Woods, Nexus Wealth Management Pty Ltd T/A Nexus Wealth Management Authorised Representatives GWM Adviser Services Limited Australian Financial Services Licensee Register Office at 105 - 153 Miller Street North Sydney NSW 2060
South Perth, AU
Private
$1M Revenue
http://www.nexuswealth.com.au
4 Employees
Meridian Wealth Management
Meridian Wealth Management is a Melbourne-based financial planning and wealth management firm. It was started by Paul Dunn in 2004 after he saw first-hand the inefficiencies and ineffectiveness in the big financial companies. Paul’s mission is to help people with realistic financial advice and achievable goals. Living well and retiring comfortably aren’t out of reach for average Australians – solid planning and hard work (and some really good advice) are all you need. Meridian Wealth Management guides clients through all kinds of life events. Whether you’ve encountered a rough patch or a purple one, Meridian can give strategic advice that helps you make the most of your situation. Many financial firms offer services only from the bank and insurance company that owns them. Meridian is privately owned, so the service you’re recommended is the best one for you. Australian Financial Services & Credit Licence No. 446448.
Gladstone Park, AU
Private
$4M Revenue
http://www.meridianwealth.com.au
4 Employees
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