Financial Purpose Wealth
141 Greenwich Road, Greenwich NSW
(25)
Financial Purpose Wealth 141 Greenwich Road, Greenwich NSW
(25)
visit our website at www.financialpurpose.com.au
Please note it is not free to contact you through Bark. To view your contact details, it costs roughly $70, even when you send us a quote request. If you are keen for me to contact you, send an email to info(at)financialpurpose.com.au and we will contact you and arrange an intro call.
Verified business
25 customer reviews
Sabrina
Financial Advisors
I’ve been working with Werner for 1.5 months via weekly zoom meetings to set my finances up for the long term. So far we covered budgeting, investing in shares and superannuation. I am planning to get further coaching from Werner to learn more about property investing and insurances. Werner has been very responsive and professional in helping me get the foundations right for my financial goals. As someone in their 20s, I am glad I took the big step in seeking out professional financial advice. Highly recommend his service. More...
Reply from Financial Purpose Wealth
Thanks Sabrina, its been a pleasure coaching you!
Jacob Iurii
Financial Advisors
I had the pleasure of working with Werner as my financial advisor, and I couldn't be more satisfied with the experience. Werner took the time to understand my requirements thoroughly, and his attention to detail was remarkable. He prepared a range of detailed options tailored specifically to my situation, providing invaluable insight into each one. Werner's expertise and personalized approach gave me the confidence to make informed financial decisions. I wholeheartedly recommend Werner to anyone seeking expert financial guidance. Thank you, Werner, for your outstanding service and dedication to my financial well-being. More...
Reply from Financial Purpose Wealth
Thanks Jacob, really appreciate your kind words !
Ellie
Financial Advisors
Verner has seriously changed my outlook on not only my finances but life! The best mentor I have ever had and challenges me in the right way to think differently about to manage my expenditure.
Only 4 sessions in but a lifetime of value out! Can't wait to see where this journey takes me.
Highly recommend to all!
More...
Reply from Financial Purpose Wealth
Ellie you are fantastic to coach! I love our sessions 😊
Em
So far so good, Werner has answered all my concerns and brought forward solutions I never would have thought of alone. He's done all the hard work with forms and companies so everything has been incredibly easy for me.
Reply from Financial Purpose Wealth
Fantastic to work with you Em!
Archie
Werner was an easy going guy who is really great to work with. He communicates well and understands your individual needs!
Eddy
Financial Advisors
Werner has provided some useful advices and has provided a contact for a tax agent to maximum my returns.
Stefania
Financial Advisors
I have been working with Werner for the past two months and I am very satisfied with his service. Werner is not only knowledgeable and professional, but also very helpful and friendly. He took the time to understand my goals, values, and preferences, and tailored a suitable investment portfolio for me. He also made sure that my Superannuation fund has a risk profile that matches my risk appetite and long-term objectives. Werner is easy to talk to and always responds to my queries and concerns promptly and patiently. He is open minded and encourages me to learn and grow as an investor. I highly recommend Werner to anyone who is looking for a reliable and trustworthy financial adviser. More...
Gus
Financial Advisors
The team at Financial Purpose Wealth are exceptional! They demonstrated deep expertise/knowledge, provided clear explanations, and tailored recommendations to my financial goals. Wouldn't recommend anyone else!
Rach
Financial Advisors
Werner is professional and extremely personable. He is also very pragmatic about how to reach your financial goals which I enjoy and has been extremely supportive in aiding me. You will be very happy with his services. More...
Kim
I’ve been working with Werner for a few years now and I can say he has been the best financial planner I’ve had out of the 20+ years I’ve been engaging in financial planning services. Werner’s communication is top shelf and he never leaves you wondering what’s going on or where he is up to. He is responsive and flexible and increasingly supportive to my ever changing needs and goals. Werner respects and celebrates that everyone has different financial profiles and he optimises this for me. I’m looking forward to financial growth and enjoyment over the coming years with Werner’s support. More...
Jordan E
Financial Advisors
Werner has been an excellent asset to my partners and my wealth creation, the team he has has been superb in communication and expertise.
Also Werner has skills in relationship coaching! Haha. My partner and I had some difficulties in the adjustment, with Werner’s help he got us both on the same page. We are now 6 months in and on our way to getting our 2nd investment next year.
Best call I ever made was calling him for help. Thanks legend
More...
Lachlan Kinnaird
Our experience with Werner and Financial Purpose Wealth has been incredible. After listening to us and learning about our situation, Werner has helped us with a sound structure and cash flow plan, and is actively helping us achieve our goals. We can't recommend his services enough for anyone looking for financial guidance and mentorship. More...
Tamara Meyer
Coming from someone who had always taken risk with my money, came to realise that there was a lot of past traumas and money habits that came from my upbringing. It wasn't until I started to work with Werner and created discipline in my wealth, I started to see the wealth grow, because I created a new habit and followed a really sustainable system that has now shown that progress is being made and I can see money growing and staying in my bank account. (Plus I am still having fun) AND not being stupid with my spendings. This has been the best decision, not only for me but for my partner. We are also connecting more and more because we both feel safe and stable in our relationship. We are building our future for us and our future family which we both was never possible. Werner makes you feel that you deserve wealth and freedom - even if, your past made you feel like you never could have that. HIGHLY recommend Financial Purpose Wealth More...
sophia
I was referred to Werner's independent financial advisory service by my VERY well-trusted mortgage broker. But I was halfway through the Melissa Caddock podcast- So I was a bit wary! Fear not! Werner is passionate about making your money work better for you with the minimum of fuss, with clear explanations, and with thoughtful regard to personal circumstances. I highly recommend Werner's service for WOMEN also. More...
Mandy
This was the first time I used a financial adviser, so I was quite hesitant and uncertain about what to expect. I have to say I have been pleasantly surprised by Werner. No jargon, practical, educational and fun actually! Werner has an easy going way that has resonated with me. He has gone above and beyond. No shortcuts. My eyes have opened to what's possible with my planning and I have gained so much more clarity and control about where I am heading. Thank you! More...
Andrea McKeough
Financial Advisors
As a young person with no prior experience with professional financial advice, I was very fortunate to have had Werner reach out to me through Bark. He is a highly educated and capable individual who is organised, methodical, and overall trustworthy--a rarity given the nature of the industry. I appreciate his combined personal and research based approach to financial planning, as well as his honesty and no-nonsense method of delivery. I highly recommend Werner if you are looking for an advisor who cares deeply about creating the best possible outcome for his clients and ensuring financial security. More...
Lynda
Financial Advisors
Werner has been very supportive in finding us the best solution to meet our goals and dreams. We look forward to him helping us in the future to provide the best outcome.
Andrew
Financial Advisors
It was an absolute great experience working with Werner. From the initial chat we had to actually meeting to discuss my financial options and plans he’s been very professional. He took the time to patiently discuss with me my options and the implications of my decisions to my future financial well-being. But what stands out the most was his willingness to listen and get to know more about his client and provided valuable insights along the way. I’m an ordinary working Aussie and I think that we all could benefit in getting the help of a financial planner who could guide and give us sound advise and work on a feasible plan for a bright future. And I know that Werner is the guy for the job- highly recommended. Don’t hesitate to give him a call today. More...
Kalani
Financial Advisors
Werner was very helpful going into depth in the areas I didn’t understand and clarifying the areas I did, would highly recommend and look forward to working with again.
Kelly and Frank
Werner provides the perfect balanced guidance. He holds our hand, while educating us with clear communication every step. The regular check ins and updates keep us on track with our goals, while adjusting for life’s changes. He has earned our trust.
Reply from Financial Purpose Wealth
Thanks Kelly, you and Frank have made it a joy to work with!
EMILY ASGARI
I recently had the privilege of working with Werner who completely transformed my perspective on financial planning. From the very first consultation, it was evident that he was committed to providing a personalised experience that went beyond the numbers.
Werner took the time to delve into our individual circumstances, aspirations, and concerns. His ability to listen attentively and ask thought-provoking questions not only made us feel valued, but it also enabled him to craft a financial strategy tailored specifically to our needs.
More...
Reply from Financial Purpose Wealth
Thats very kind words Emily! Appreciate it 😊
Dom De Gioia
Definitely the best financial advisor I have worked with. Werner is the first advisor we've worked with who actually cared about what we wanted rather than just giving us a spreadsheet and saying they will see us next year.
I'd would certainly recommend Werner to anyone looking for an advisor.
More...
Reply from Financial Purpose Wealth
Thanks Dom, it’s been my absolute pleasure to have you and Mel.
Mai
This is the first time we are seeking a financial advisor and Werner was very patient and explained everything in detail. His communication was prompt and he followed up regularly . Werner took the time to create videos to explain concepts to ensure we understood technical terms. We felt very comfortable with him. I would highly recommend his services. More...
Reply from Financial Purpose Wealth
Thank you Mai, much appreciated 🙏🏻
Ash Thomson
I love Werner's pragmatic views on planning and being optimistic for the future, while enjoying the present and what's important right now! He is very open and super easy to work with. More...
Reply from Financial Purpose Wealth
Thanks Ash! Its been a blast 😊
PaulG
Werner - our interactions are well timed and the outcomes are spot on.
Reply from Financial Purpose Wealth
Thanks Paul ! Ive enjoyed our interactions
What do you love most about your job?
When done with care, financial planning can change the trajectory of someones life. I dont take that lightly!
What inspired you to start your own business?
I was tired of the industry focussing on peoples money, instead of their lives, hence I started Financial Purpose Wealth
Why should our clients choose you?
You need to decide that for yourself! Have a conversation with me, to find out.
Can you provide your services online or remotely? If so, please add details.
Yes, absolutely. We make use of Googlemeet, and we are able to deliver everything in an online meeting, that we can in a face to face meeting.
Planning with Purpose
At Financial Purpose well help you get clear about whats important to you, and then help you with the good financial behaviour and strategies you need to adopt, to achieve your goals and objectives. Helping you feel confident about the future, while living the life you want to live right now.
To understand our process better, go here:
https://financialpurpose.com.au/pages/how-we-work/
Cash flow management
Cash flow management is key when it comes to setting yourself up for success. Importantly, its about finding the balance between living well now (spending enough on the things that you value), while not harming your ability to create wealth for the future. Cash flow management is at the core of what we do. We will assist you to find that balance between spending and saving/investing, and then help you implement a system that will keep you on track.
Investment planning
We aim to make the seemingly complex, not simple, but understandable.
Investment planning boils down to educating you on the key principles of the markets and investing, establishing how much risk you can and should take, and then assisting you in establishing an investment portfolio that has the best chance of funding your future ambitions and objectives.
We will help you understand the options you have, whether that be investing in property, utilizing a diversified share portfolio, when to use your super, and other options to consider.
Debt management
As part of the financial model we build, we can help you make sense of when you should take on new investment debt, when debt will be paid off, and potential exit strategies relating to your investment debt. Once we are clear on your objectives and desired lifestyle, debt decisions becomes clear.
As part of our overall service, we can perform a health check on your debt, if we believe you have better options.
Financial independence planning
This is normally called retirement planning, but we feel retirement, in the traditional sense, has become outdated.
Our aim is to help you understand how you can inject more of the things you eventually want to do (in retirement!), right now.
The ultimate aim is to get you to a point where your wealth can sustain your lifestyle cost, so that you can do what you want, when you want, for as long as you want, without needing a paycheck.
Your superannuation will be part of this discussion, as its most likely your biggest investment asset, besides your property.
Risk management
Although not exciting at all, its important that we identify the risks you could be exposed to, that could collapse your financial world. Through this exercise we highlight the risks you could self-insure for, and which risks you should consider catering for.
