Wealth Connected Pty Limited
Financial Services - Sydney, NSW, AU
Wealth Connected Pty Limited Employees
Wealth Connected Pty Limited Details
Wealth Connected is a financial services provider established in 2009 and based in CBD Sydney, New South Wales.We specialize in comprehensive financial planning and mortgage broking, assisting clients in planning and taking control of their own financial future. We are also the winner of the Excellence Awards as National Top Commercial Broker within Australian Financial Group among 2000 brokers in 2014 as well as Silver Award 2014 and Blue Award 2013 by AMP Financial Planning.At Wealth Connected, we build and maintain strong and lasting relationships with our customers by promising to place your needs and interest in the core of our business. We value your time thus our one-stop service is always here to fulfill all your financial needs and help you reach your investment goals.We understand that it can be challenging dealing with day to day financial commitments while considering future financial needs, therefore we strive to provide you with thorough and tailored financial planning that helps you achieve financial success and peace of mind. Through our ongoing support, we believe we can assist you in the best way possible by offering efficiency, simplicity and flexibility with your financials during different life stages.Our Services Include● Comprehensive financial planning● Commercial mortgage broking● Home loan services● Self-managed super advice and strategy● Estate planning● Wealth protection and management● Salary packaging ● Debt management● Banking solutions● Retirement planning● Personalized insurance advice
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Wealth Connected Pty Limited is a financial services provider based in Sydney, Australia. Since its establishment in 2009, the company has been specializing in comprehensive financial planning and mortgage broking, aiming to help clients take control of their financial future. Wealth Connected has won several awards for its excellent services, including the Excellence Awards as National Top Commercial Broker within Australian Financial Group in 2014, and the Silver Award and Blue Award by AMP Financial Planning in 2014 and 2013, respectively. The company's services include a wide range of financial solutions, such as home loan services, self-managed super advice and strategy, estate planning, wealth protection and management, salary packaging, debt management, banking solutions, retirement planning, and personalized insurance advice. Wealth Connected's team of experienced financial advisors and mortgage brokers are committed to building long-term relationships with their clients and providing tailored financial planning to help them achieve their financial goals. With a customer-centric approach, the company strives to offer efficiency, simplicity, and flexibility in managing their clients' finances, making it a trusted choice for those seeking financial peace of mind.
Wealth Connected is a financial services company that helps people plan and manage their money. They have been in business since 2009 and are based in Sydney. They help people make smart financial decisions and achieve their financial goals. They have won several awards for their work, including the Excellence Awards as National Top Commercial Broker. Wealth Connected puts their customers first and works to build long-term relationships with them. They offer a range of services to help people manage their finances, including financial planning, mortgage broking, home loan services, and more. They understand that managing finances can be difficult, so they aim to make it easy and stress-free for their clients. Their services include: * Financial planning * Commercial mortgage broking * Home loan services * Self-managed super advice and strategy * Estate planning * Wealth protection and management * Salary packaging * Debt management * Banking solutions * Retirement planning * Personalized insurance advice