Relevant Personal Advice

Advice that makes a difference.

The WealthCo Advisory network is a group of of four experienced CFP^® financial advisers with a combined 50 years of industry experience. Our shared vision is to provide clients with sound relevant advice while removing the unnecessary complexities often associated with our profession, allowing the time to focus on the things that matter most: family, friends, and personal well-being.

Stress Less. Take Control. Plan Ahead.

How we can help

At Wealth Co Advisory, our goal is to help you reach your potential, whether you are just getting started, building your wealth, preparing for retirement or enjoying life after work.

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Step 1

Discovery Meeting

An opportunity for us to get to know you and see how we can help you achieve your goals

Step 1

Step 2

Research

We gather data about all aspects of your financial situation to ensure we have a comprehensive understanding of your circumstances

Step 2

Step 3

Financial Plan

We create a personalised financial plan that will serve as a roadmap towards your goals.

Step 3

Step 4

Implementation

We set your financial plan in action by implementing all your personalised strategies.

Step 4

Step 5

Ongoing Support

There is no 'set and forget' here. We stay in touch and adjust your financial plan as changes in your life occur

Step 5

We make the complex simple.

Your local financial planners

WealthCo Advisory was founded because we know the power of true Relevant Personal Advice and how it can make such a positive difference to the financial and general wellness of our clients.

We believe that Financial Planning is much more than simply investing. Instead, it is about talking through and identifying your goals to obtain clarity on what is important to you and what you aspire to have. This clarity forms the cornerstone on which relevant individually focused financial strategies are developed and smart decisions made.

These smart decisions are specific to your personal situation and are as individual as you are. Accordingly, the early career professional may want to initially concentrate on how to buy the first home or investment property and put in place a plan to protect their wealth. The nearly retired client may want to ensure their assets are capable of generating the income they will need when they finish work as well as maximise any Government benefits they be entitled to.

Our goal is to make planning an empowering experience for you – maybe even enjoyable. Importantly, we expect to work with you for decades; not days, weeks, or years, as we aim to be your trusted adviser.