Supporting You to financial freedom
We believe our expertise and experience in caring, tailored financial advice, will give you reassurance and control to do more of the things you love.
How WE can help YOU
Simple ways we can help you achieve your Financial Goals
Grow your wealth
Helping your money work for you with our expert guidance.
Build an Investment Portfolio
Ensuring your portfolio is setup to support your goals.
Boost Your Super
Knowing your Super is maximised in the best possible way.
Plan for Your Retirement
Creating a strategy to set you up for your retirement.
Plan for Aged Care
Caring and Supporting your transition every step of the way.
Protect your wealth
Protecting the ones you love with Insurances and Estate Planning.
Planning in Retirement
Maximising how long your funds will last during your retirement.
Other
Minimise your tax
Maximise your cash
Control your Cash flow
WHY CHOOSE US
- You will get a one on one, ongoing, personal and caring relationship with your Advisor
- Your first consultation with us is at no charge
- We put our Clients first every time
- We are long term respected Industry Experts since 2004
- We have excellent relationships with Trusted Accountants
- Our Accounting background and experience enables us to give holistic advice to encumbering Businesses
Contact Us
Wealth Assist Financial
admin@wealthassist.com.au
(03) 9738 0193
Unit 13, 603 Boronia Rd, Wantirna VIC 3152
M-F: 8:30 am-5pm
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Proud Sponsors of the Count Charitable Foundation
Wealth Assist Financial Services Pty Ltd ABN 67108434377 (trading as Wealth Assist Financial) is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.