- Uncover financial goals
- Optimize credit cards
- Develop an investment strategy
- Implement debt pay-down tactics
- Answer all of your money questions
-
Take control
OF YOUR FINANCIAL FUTURE
When it comes to advice to help you make the
most of every opportunity to create and maintain
the wealth you need for the lifestyle you want
About Us
Wealth Management Group Australia (WMGA) is an innovative financial planning firm specialising in superannuation and personal insurance advice. Our goal is to provide a positive financial difference to the lives of our clients by providing high quality financial advice that is personalised to each individual clients needs. We review, advise and drive out quality financial advice with only you in mind.
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Our Specialties
Superannuation
When it comes to your super, ensuring you have the right set-up to suit your needs is very important. We can compare the fees, investments, risk profile, returns and much more. This can save you a lot of money and help give you the life you want at retirement.
Insurance
You never know what life is going to throw at you. While no one likes to dwell on the negative, looking after your loved ones and protecting your income in the event of adversity really should be a top priority. We are able discuss, guide and implement the right insurance for your personal needs.
Investments
Making sure your investments are performing and that they are right for you can be very important to your retirement. Your investments choices can make a big difference to your future and we are here to help you get it right.
Estate Planning
Though never an easy subject to talk about, the decisions you make around your death are among the most important you will ever make in your life. We are here to help guide you through the Estate Planning Process to make sure your assists are distributed as per your wishes.
You may have accounts out there!
The average Australian has four super accounts. Many of us own accounts we don’t even know exist.
We do all the work.
We take the hassle out of tracking down and consolidating all your super.
Web Based
An easy to use online process means you don’t have to worry about paperwork.
Save on Fees
Multiple accounts means multiple fees. The longer you wait the more fees you would pay.
Adminstrative
Let our dedicated team take care of all consolidation paperwork, we take the hard work out of your hands
You could have Funds out there!
On average our clients have consolidated accounts with balances in excess of $23,000.
Strategy
Here at Wealth Management Group Australia we help set your goals, create a plan and achieve them.
Step 1
Discovery
We help you gain clarity, identify your financial and lifestyle goals and offer reliable solutions that work for you
Step 2
Strategy
We customise a financial roadmap that you can rely on within a realistic timeframe.
Step 3
Action
With your detailed roadmap, we’ll implement the strategies to help you save, protect and grow your wealth.
Why Choose Us?
When you work with us, you’ll have a team who will make you their priority and help you every step of the way to find out what matters most to you.
Australian
Owned and Licensed
Award
Access to Award Winning Products
Expert
Professional Advice From Our Expert Team
Trusted
Trusted and proven results
Contact Us
Have a query? Or want to book in for a free 30 minute consultation with one of our expert team members? Fill in our short form below and we will be in touch with you shortly.
We're into numbers, Especially These:
as of November 2021