Start building your wealth today!
At WealthMaker Financial Services, we pride ourselves on being a innovative and forward-thinking financial services company. With over 30 years of experience in the industry, our team of experts is dedicated to providing personalized financial planning, mortgage broking, and family office services to individuals, families, and businesses across Australia.
Our Mission
Our mission is to educate the public on wealth creation and wealth management by providing simple and accessible financial strategies for all. We believe that wealth creation and management does not have to be complex or time-consuming, and we are committed to providing innovative financial solutions that are focused on growing your wealth through property and investments while not compromising your lifestyle.
Our Philosophy
At WealthMaker Financial Services, we understand that every individual has unique financial goals and objectives. That's why we take a holistic approach to financial planning, considering all aspects of your financial situation, including superannuation, savings, insurance, debt, and investments. We believe that by working together, we can help you achieve your financial goals and create a brighter future for yourself and your loved ones.
Our Services
Our team of experienced financial planners and mortgage brokers offer a wide range of services, including:
- Financial Planning: We provide personalized financial planning services, including superannuation, savings, insurance, debt, and investments.
- Mortgage Broking: Our mortgage brokers can help you find the best loan options for your needs, whether you're buying a new home, refinancing, or investing in property.
- Family Office: We provide bespoke family office services, including wealth management, estate planning, and philanthropy.
Why Choose WealthMaker
There are many reasons why you should choose WealthMaker Financial Services for your financial planning, mortgage broking, and family office needs:
- Experience: With over 30 years of experience in the industry, our team of experts has the knowledge and expertise to help you achieve your financial goals.
- Innovation: We are constantly innovating and developing new financial solutions to meet the changing needs of our clients.
- Flexibility: We have offices in Sydney, Melbourne, and Perth, and we can also meet with you via video conference, making it easy and convenient to work with us no matter where you are in Australia.
- ESG: We can help you build an ethical investment portfolio in line with your risk appetite and values.
- Themes: We use a range of themes, such as robotics, AI, cybersecurity, and battery technology, to enhance portfolio performance.
Get in Touch
If you're looking for personalized financial planning, mortgage broking, or family office services, contact us today to schedule a consultation with one of our experienced financial planners or mortgage brokers.
Customer Feedback on WealthMaker Financial Services
Positive Experiences
Many customers have reported positive experiences with WealthMaker, citing their expertise and professionalism in helping them achieve their financial goals. Some have specifically mentioned the team's ability to create and execute a savings and investment plan that allowed them to buy their first home, while others have praised their investment management, estate planning, and probate management skills.
Specific Areas of Expertise
Several customers have mentioned specific areas where WealthMaker has provided valuable guidance, including:
- Superannuation and Family Trusts: Elaine Collins praised the team's understanding and depth of experience in these areas.
- Life and TPD Insurance: Mithra Antony and others have thanked WealthMaker for their guidance and professionalism in this area.
- SMSFs: The team's expertise in Self-Managed Super Funds has been highlighted by several customers.
- Tax-Effective Strategies: WealthMaker has been commended for helping customers structure their affairs in a tax-effective manner.
Negative Experiences
Unfortunately, not all customers have had a positive experience with WealthMaker. Some have reported poor communication, unmet expectations, and even deceitful behavior.
- Lack of Communication: Mathew Everingham and Florence In have both reported poor communication from WealthMaker, with changes in policy and fees not being communicated and phone calls not being returned.
- Deceitful Behavior: Mathew Everingham has accused WealthMaker of being deceitful and cheating him, while Florence In has reported receiving wrong advice that would have been detrimental to her tax position.
