Expert Wealth Pty Ltd
Morningside, QLD
Morningside, QLD
Expert Wealth began with the simple concept. The value of our help, must be significantly greater than the cost.
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What do you love most about your job?
Building relationships with clients and assisting them to meet their financial goals.
What inspired you to start your own business?
As a single mum of three young children, it was extremely important for me to have and to be able to provide a secure financial future for my children and myself. I am passionate about being able to assist others in their financial journey.
Why should our clients choose you?
I have operated a successful business for 25 years. This has only been achieved through my hard work, integrity, and having my clients' best interests front of mind.
Can you provide your services online or remotely? If so, please add details.
I can provide services online or in person.
To meet in person, you are more than welcome to come to my office based in Morningside.
What changes have you made to keep your customers safe from Covid-19?
I am happy to wear a mask if requested. We practice social distancing and have hand sanitizer available in the office.
Online meetings are also available.
