Cooee Wealth Partners
Multiple locations
Multiple locations
Embark on a transformative journey with Cooee Wealth Partners, where our commitment goes beyond the ordinary.
Our fee for service advisory is designed to weave a tapestry of financial success that considers every facet of your needs and goals.
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What do you love most about your job?
Helping you achieve your goals with the highest degree of certainty.
What inspired you to start your own business?
We are proud to be privately owned and one of the few Financial Services providers that isn't owned by a bank. Our interests are totally aligned with our clients.
Why should our clients choose you?
Cooee is the Australian bush call that is used when searching for someone who is lost. Being out there on your own, feeling lost and not knowing which path to take can be scary. We know the way, and that’s why we call out to people like you, to help them find their way.
Can you provide your services online or remotely? If so, please add details.
Services are provided online via teams. Initial consultations are done on a cost and obligation free basis online via teams.
What changes have you made to keep your customers safe from Covid-19?
Services are provided online via teams. Initial consultations are done on a cost and obligation free basis online via teams.
Financial Advice
Embark on a transformative journey with Cooee Wealth Partners, where our commitment goes beyond the ordinary.
Our fee for service advisory is designed to weave a tapestry of financial success that considers every facet of your needs and goals.
From groundbreaking industry strategies to the first moment, you connect with us, expect nothing less than a pinnacle of customer service excellence.
In a world of perpetual change, we are your constant, ever-evolving alongside your dynamic circumstances and the currents of economic and legislative shifts.
Choose us for a partnership that doesn't just adapt but innovates, ensuring your financial journey is marked by unparalleled expertise and unwavering dedication.
Mortgage Broking
At Cooee Mortgages we are here to help you bring your financial dreams to life. We're all about tailoring lending solutions that perfectly align with your goals.
Whether you're looking for home loans, investment loans, refinancing, or even SMSF lending, we've got you covered. Our expertise extends to property purchases, renovations, and even knock-down rebuilds
What sets us apart is our specialized client service. We work with over 60 lender partners to find the best solutions for you, guiding you through the process from start to finish. And it doesn't end there—we keep you informed every step of the way, monitoring interest rate movements, loan changes, and negotiating ongoing rates to ensure your financial success.
So, whether you have an existing mortgage or you're considering a new one, let's connect and explore how Cooee Mortgages can help you achieve your financial goals."
Tax & Accounting
Imagine a partner committed to your financial triumph at every step. At Cooee Accounting, that's precisely what we offer.
With over 35 years of seasoned expertise, we navigate the intricacies of the Australian market, catering to individuals and small to medium-sized businesses alike.
From SMSF compliance to tax-effective structures for property developments, company & trust tax returns, and strategic year-end tax planning, we're your trusted advisors.
But our support doesn't end there. We extend our network of top-tier financial experts, including advisers, mortgage brokers, auditors, and property specialists, ensuring you have access to a comprehensive suite of services for your financial journey.
At Cooee Accounting, your success is our relentless pursuit.
