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.
At Wealthfarm, we believe both education and communication are the key to securing a better lifestyle. In order to facilitate this information flow, we hold regular Wealth Creation Education Sessions that are FREE to the public. Wealthfarm believes in life long learning and providing the catalyst for everyone who attends our free wealth education sessions is the first step towards your financial goals.
Our sessions cover a range of topics including, paying off your home loan sooner, wealth creation, Capital Gains Tax explanations, the sharemarket, property and much more.
We believe that the more we educate and inform you about managing your money, the quicker you can achieve your financial and lifestyle goals.
Our education sessions run for about two hours and over this time we provide 'fresh' light refreshments catered by our chef.
To register for a session, click the date below and follow the prompts. Alternatively call 1800 WORK IT (1800 9675 48)
We look forward to seeing you at one of our Education Sessions in the near future.
Remember, 'What you have is just the start. What you do with it is the difference"
ABC's of Building Wealth
The time to start building wealth is NOW!
Will you be part of the 90% of retirees that will have very little in retirement and few assets outside the family home?
The good news is that you don't have to live this way. Attend a free Wealthfarm Education...
Register Now. Reserve your seat at this event by clicking here.
Looking to invest in Property?
The time to start investing is NOW!
To make a sound investment decision, you need education and resources.
The good news is that by attending a free Wealthfarm Education Session, you can learn:
How to determine your financial future
How...
Register Now. Reserve your seat at this event by clicking here.
Tax Planning
PLAN YOUR TAX NOW TO START SAVING $$$
Learn how to save tax this financial year by attending a free Education Session. Wealthfarm experts will show you:
How to pay less tax while earning more money
Tax Planning strategies to reduce your tax...
Register Now. Reserve your seat at this event by clicking here.
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.