We are a team of financial planners and support staff with a passion for delivering achievable and realistic results for 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 Financial Planners allows you the freedom to be comfortable in knowing that you have a team of financial planning professionals, in an accredited quality practice, working for you to achieve both your financial and lifestyle goals and dreams.
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.
Wealthfarm have offices in Brisbane, Gold Coast and Mackay. Take a look around our website and if you have any questions or would like to make an obligation free appointment with one of our Financial Advisers, please do not hesitate to send us an enquiry or call our office on 1800 WORK IT (1800 9675 48).
What you have is just the start, what you do with it is the difference!
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: