It’s Your Life.
It’s Your Money.
Let’s Grow it.

Live Your Best Life

Here at Wealth3 Financial Planning, we are a boutique business and take a holistic approach to our clients’ needs. We are passionate about helping people like you, bring clarity to your financial circumstances so that you can make better informed choices.

We believe in working with you to help you grow your money. We listen to your aspirations, goals and the freedoms you want in life. We are dedicated to developing personalised strategies that will align with your goals.

Wealth3 Financial Planning is proud to say that we work on a REFERRAL ONLY BASIS.
However, if you have a general enquiry please click below.

General Enquiries

Paint us a picture of what you want your life to look like, your goals, aspirations, your bucket-list. And we’ll identify the best way of achieving it that will be tailor-made just for you.

We’ll work in collaboration with you and explain the areas where we’ll add value, what goals should be prioritised and how we will get there. Together we can cultivate your financial wellbeing.

Let’s get straight to the point - you want to see your money grow, have control over it and gain financial independence and freedom. With the extensive services we offer, let’s make it happen.

Our Services

We don’t bake, so you won’t find any cookie-cutters here. We understand that the different stages in your life will require different aspects of our services. So we listen and develop a custom financial plan that accommodates your goals whatever stage you are at.

Early Years

Whether you have goals of travel, career; are single, married, mortgage, kids or whatever stage, we can help you navigate the overwhelm of the financial landscape by developing cash-flow and spending plans to help achieve those goals.

Pre-Retirement

It’s important to start developing a strong strategy of wealth creation well before your retirement. We’ll look at your superannuation to develop a sound plan suitable to support the comfortable lifestyle that you’ve worked hard for.

Retirement

You’ve done the hard yards. Now it’s time to sit back and relax. We’ll continue working with you in your retirement to ensure your savings will be ample for your bucket-list lifestyle.

Aged Care

Life expectancy is increasing in Australia. Planning for your future-self or loved one will make what will be an emotional time less stressful. We’ll help you to navigate through the complexities of the aged care sector, so you can make your own informed decisions.

Extended Services

Wealth3 takes a holistic approach and recognises that Wealth Management is only one part of the map to your financial wellbeing. We offer extended services in Tax, Accounting and Mortgage Broking. Liken us to a reliable GPS that points you in the right direction with all the necessary stops you’ll need along the way. We’ll get you to your destination without ending up down a dead-end-street.

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Wealth3 Financial Planning, is a Corporate Authorised Representative to provide financial advice services only under Matrix Planning Solutions Limited (Matrix) ABN 45 087 470 200, AFSL & ACL No. 238256. All other services provided by Tax3 & Finance3 (and their related entities) are not the responsibility of, nor endorsed by Matrix and this includes related services provided by referral partners or associated professionals.