We are excited to announce that we have merged the accountancy practice of David S Brooks into our new arm of the Wealthfarm Group, Wealthfarm Accountants.
We're taking part in the Risk Ride for MS Research Australia, a 400km ride along the Great Ocean Road, from Mt Gambier to Lorne to raise much needed funds for MSRA. MSRA aims to raise funds and accelerate research that contributes to the world-wide effort to solve MS. Please help us make a difference through a donation, big or small.
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.
We are excited to announce that we have merged the accountancy practice of David S Brooks into our new arm of the Wealthfarm Group, Wealthfarm Accountants.
We're taking part in the Risk Ride for MS Research Australia, a 400km ride along the Great Ocean Road, from Mt Gambier to Lorne to raise much needed funds for MSRA. MSRA aims to raise funds and accelerate research that contributes to the world-wide effort to solve MS. Please help us make a difference through a donation, big or small.