Welcome to Wealth One
Plan your
financial future
Plan, Invest, Save, Retire
Your wealth is our number one priority
When it comes to financial management, there’s no such thing as one size fits all. Everyone’s needs, goals and expectations are different. At Wealthone, we understand that.
After all – you’re one of a kind.
Our Services
Tailored financial strategies for your needs
At Wealthone, we understand that you are one of a kind. That’s why we tailor our financial strategies to suit your lifestyle, needs, and aspirations. Not only that, our advice is designed to educate and is delivered in your language.
Superannuation
Lost super? Multiple accounts? Underperforming fund? Consolidate, streamline and strengthen your superannuation, building a strong foundation for your future.
Retirement Planning
Imagining a stress free retirement? Secure your future with strategic retirement planning – customised advice for every stage of life.
Personal Insurance
Life doesn’t always go to plan. Prepare your family and finances for the unexpected with personalised wealth protection.
Investment Strategy
It’s never too early to start planning for the future. Make the most of what you’ve got with a tailored investment strategy.
Wealthone founder Mark has over 20 years experience in the financial services industry. Passionate about helping people at all stages of life realise their financial goals, he provides a personal and holistic financial planning service where your wealth is his first priority.
Mark Wong
We educate and guide you
Financial planning’s
a team effort
We don’t make decisions on your behalf. Instead, we equip you with the knowledge and confidence you need to make sound decisions about your own financial future. Using your goals and lifestyle needs as a guide, we develop a strategy designed to take you from where you are, to where you want to be.
We speak your language
Not everyone speaks the language of finance
So we break it down into terms everyone can understand. Providing you with regular reports and updates, we’ll ensure you understand what’s happening, every step of the way.
And as Asian language specialists, we take it one step further, offering consultations in Cantonese and Mandarin, as well as English.
Get in touch
Contact Mark Today
PO Box 526
Sunnybank Qld 4109
Mark Wong (ACR 327746) and
Wealthone Pty Ltd (ACL 455437)
are authorised representatives of Synchron Advice Pty Ltd (ABN 33 007 207 650), AFSL 243313
This website is published by Mark Wong and Wealthone Pty Ltd. Mark Wong (327746) and Wealthone Pty Ltd (455437) are authorised representatives of Synchron Advice Pty Ltd (ABN 33 007 207 650), AFSL 243313. The information contained in this website and any of the resources available through it including eBooks, fact sheets, and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances, or needs of any individual have been taken into consideration in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances.
Under no circumstances will any of Wealthone Pty Ltd, Synchron Advice Pty Ltd, its officers, representatives, associates, or agents be liable for any loss or damage, whether direct, incidental, or consequential, caused by reliance on or use of the Content. This Content is restricted to Australian residents and is for the intended recipient only. From time to time, Mark Wong and Wealthone Pty Ltd representatives or associates may hold interests in or transact in companies or products mentioned herein and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.