Wealthfarm Financial Planners

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Business Managed

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10 Short St
SOUTHPORT, QLD, 4215
national 1800 967 ... national 1800 967 548

local (07) 5571 1... local (07) 5571 1342

fax (07) 5571 1... fax (07) 5571 1354
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Accountants

It's time you started your financial journey..

Financial Planning tailored to your needs. You ask your Doctor for advice on your health; why not ask our Financial Planners for advice on your Financial Planning needs. We have access to a dedicated team of specialists to service your needs in the following areas : 
Life and Critical Illness Insurance 
Income Protection 
Finance and Mortgage Solutions 
Investment Planning 
Investment Gearing 
Retirement Planning 
Superannuation; both Personal & Workplace 
Share & Property Investments 
Debt Reduction Strategies 
Business Succession Planning 
Workplace Financial Planning 
Redundancy Strategies 
Taxation Planning 
Estate Planning. 

Come in and see why we were the first company in Queensland to be awarded the Internationally awarded accrediation - FP9000.

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3 reviews
My husband and I first attended Wealthfarm financial planners in April 2008, attending one of their free Wealth Creation seminars. My husband and I were so impressed by the knowledge offered at the seminar, that we decided to go ahead and attend the first 3 free appointments and see what Wealthfarm could offer us in our (dire)circumstances.
Once we had provided Wealthfarm with all relevant information needed to suit our situation, they provided us with ideas and strategies for our future. We have since signed on with Wealthfarm as clients, and have been highly impressed with the high level of financial information, help offered and follow up etc. We have even been helped to refinance our mortgage and have been appointed a personal banker through our bank to make things easier for us. Wealthfarm have been with us every step of the way in helping us to go from a virtual desolate financial future, to having helped us to be currently in the best financial situation we have ever been in, and it imporves all the time. Thanks to Wealthfarm, our future, and that of our children looks much brighter. I would highly recommend Wealthfarm to anyone considering seeking financial help.
2 years ago
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