Your home to Financial Planning, Holistic Advice and Tailored Solutions
We are a team of financial planners and support staff with a passion for delivering achievable and realistic results for our clients. As the first Financial Planning business in Queensland, and third in Australia to be awarded the global accreditation - FP9000; we provide industry best practice in Financial Planning to our clients.
At Wealthfarm, we believe one of the first steps to securing financial freedom and the lifestyle you seek, is the implementation of a solid financial plan. We do this by providing tailored, service intensive solutions, coupled with a commitment of assisting our clients reach their financial freedom thus improving their lifestyle.
An ongoing relationship with Wealthfarm allows you the freedom to enjoy the lifestyle of your choice and be comfortable in knowing that you have a team of financial planning professionals in an accredited quality practice working for you.
We seek to achieve maximum returns with minimum risks. We employ a holistic approach to wealth creation with an understanding that circumstances change throughout life. Underpinning this philosophy is our view that it takes a long term cooperative partnership to achieve your financial goals.
Click on the following links to find out more about our services:
Wealthfarm encourages all its clients to attend our educational sessions to ensure they truly understand the finer points of the financial maze. Why not take the time to see how our clients have been educated by attending one of our sessions.Click here to book your seat at one of our free Education Sessions...
Financial Services Information
Nicholas Sinclair, Stephen Pollard,Michael Smyth and Javier Fonseca
Wealthfarm Financial Planners ABN 77 159 754 322
Authorised Representatives
GWM Adviser Services Limited
Australian Financial Services Licensee
Registered Office at: 105-153 Miller Street
North Sydney NSW 2060
Disclaimer
The advice on this site may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax and/or legal advice prior to acting on this information. Wealthfarm Pty Ltd, ACN 119 411 175, AFT Wealthfarm Unit Trust ABN 77 159 754 322 trading as Wealthfarm Financial Planners, is an Authorised Representative of GWM Adviser Services Limited, AFSL 230692, an Australian Financial Services Licensee with its registered office at 105-153 Miller Street North Sydney NSW 2060.
Financial Services Information
Nicholas Sinclair, Stephen Pollard,
Michael Smyth and Javier Fonseca
Wealthfarm Financial Planners
ABN 77 159 754 322
Authorised Representatives
GWM Adviser Services Limited
Australian Financial Services Licensee
Registered Office at: 105-153 Miller Street
North Sydney NSW 2060
Disclaimer
Wealthfarm Pty Ltd, ACN 119 411 175, t/a Wealthfarm Financial Planners, is an Authorised Representatives of GWM Adviser Services Limited,
AFSL 230692, an Australian Financial Services Licensee with its registered office are 105-153 Miller Street North Sydney NSW 2060.
IT'S TAX TIME!
SPECIAL EARLY BIRD OFFER FOR NEW WEALTHFARM ACCOUNTANT CLIENTS.
10% off the cost of your 2009 - 2010 return.
For expert proactive taxation advice, call now on 1800 967 548
and quote "TAX TIME" when making your appointment.
Do you know the importance of Business Succession Planning?
If something happened to you or your business partner, what would happen to your family and business?
Click here to attend a FREE Business Succession Breakfast on 18 August
or
Click here to attend a FREE Business Succession Lunch on 15 September
INVESTMENT PROPERTY IN SUPERANNUATION:
Making the property investment dream a reality!
Use debt to create wealth
Enjoy Concessional tax rates
Pay no Capital Gains Tax in pension stage
Let your Super Contributions and rent pay off your investment property
Nicholas Sinclar and Nathan Cross will show you how easy it is on: