WealthMaker Financial Services
88 Pitt Street, Sydney NSW
88 Pitt Street, Sydney NSW
WealthMaker - Sydney, Melbourne and Perth.
Australian Financial Services License (AFSL) and Australian Credit License (ACL) 285043 which means we are financial advisors, mortgage brokers and provide family office services. There is also a CPA on the team.
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What do you love most about your job?
Helping people and seeing our solutions help create (mortgage and investment advice) and protect wealth through insurance advice.
What inspired you to start your own business?
The challenge as my parents had their own business.
Why should our clients choose you?
We are able through our licences (mortgage, investment and accounting) to provide holistic advice, i.e. look at your overall financial position and goals and provide "total" solutions, if asked.
Can you provide your services online or remotely? If so, please add details.
Yes, either through zoom, teams and telephone, whats app.
You can also meet at our office or at a mutually convenient place.
What changes have you made to keep your customers safe from Covid-19?
Electronic communications via Zoom/Teams, What's app. We also wear masks if required when having face-to-face meetings.
Mortgage broking services
WealthMaker offers a premium finance broking and mortgage advisory services. Our core business function is owner occupied home loans and investment property loan services, however, we also provide solutions for commercial mortgage broking.
WealthMaker will work with you to develop an understanding of your current financial position and your future goals, requirements and objectives. We will then research and investigate a panel of over 30 lenders including banks and non-bank lenders, and recommend the most competitive and appropriate products and structure for your unique situation.
Financial planning services
WealthMaker is a leader in designing solutions that are for the benefit of the consumer, not the bank. Our solutions recognize the challenges that we all face in being time poor, the apprehension of investing, managing your debt while maintaining your life style and adopting tax effective strategies.
Our service includes but not limits to superannuation, insurance and investments.
Our philosophy is 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 whilst not compromising your lifestyle.
Family Office Services
We work closely with accountants and lawyers, as we have a CPA on the team which means we understand trusts and corporate structures. We can help in obtaining estate planning services.
