Isn’t it time you were treated as an individual? Tailored financial strategies for your needs
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. 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.
We’re non institutionally owned
We’re a completely non institutionally owned financial advisory firm. With no affiliations to banks, financial institutions or financial products, you can trust our advice is based on your needs – not the promise of a commission.
We educate and guide you
Financial planning’s a team effort – that’s why 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.
We’ve got the experience you can trust
Wealthone founder Mark has over 10 years experience in the financial services industry. Beginning his career as a bank sales consultant, he worked for three of Australia’s leading banks – ANZ, Westpac and the Commonwealth Bank – before moving into financial planning at independent financial planning firms. 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.
He has extensive experience in superannuation, retirement planning, investment advice and personal insurance. And with professional qualifications in Business (Accounting) and Financial Services (Advanced Diploma of Financial Services – Financial Planning), he has the experience, and knowledge you can trust.
If you’re ready to start securing your financial future, get in touch today. Call us on 0412 246 088 to book your Free initial consultation.