Our firm believes in long term relationships with our clients, emphasising strategic financial planning. We are licensed through Apogee FP, with 2 CFP and Quality Advice accredited advisers in our practice & combined experience of over 30 years. Along with 4 support staff, they make a formidable team!We specialize in strategic planning for executives, high net worth individuals & business owners. Working with them to identify their financial objectives & once there is clarity in this, we structure their finances, investments & insurance portfolios so that their goals can be achieved. Our ultimate goal is helping them reach their short & long term financial goals through structured planning & implementation.Our company also advises a large number of Corporate Superannuation clients from both the HR and member's side. This includes advising on Employee Benefit Programs such as their Group Insurance and salary packaging. Our clients include large multi-national companies specializing in IT outsourcing.We also work with clients & their other professional advisers to ensure the right Estate Planning structures are in place. In our experience, while most people recognize the importance of protecting their assets and families in case of death, they do not take time out to document how these assets are divided when they pass away. Implementing an appropriate Estate Plan ensures tax effective distribution of assets built up over a lifetime and is easily done through documents like Wills, Trusts or Power of Attorney.

Website: wealthca.com.au

Employees: 5 - 9

HQ: N/A

Location: Sydney, N/A, au

Revenue: Not Available

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Wealth Creation Advisors is a financial services firm located in Sydney, Australia, with a focus on long-term relationships and strategic financial planning. Their team of experienced advisers, including two Certified Financial Planners and Quality Advice accredited professionals, work closely with clients to identify and achieve their financial objectives. The company's services include investment and insurance portfolio structuring, corporate superannuation advice, employee benefit programs, and estate planning. Wealth Creation Advisors' clients include high net worth individuals, executives, and business owners, as well as large multi-national companies. The firm's ultimate goal is to help clients reach their short and long term financial goals through structured planning and implementation. Their approach is based on a deep understanding of each client's unique financial situation and goals, and their team of experts work closely with clients to ensure that their assets are protected and distributed effectively in case of death. With a focus on building long-term relationships, Wealth Creation Advisors is a trusted partner for anyone seeking expert financial advice in Sydney.

Our company helps people plan their finances and investments so they can reach their financial goals. We work with people who have a lot of money, business owners, and executives. We also help people who have a lot of money and big companies with their employee benefits. We make sure that people's assets and families are protected after they pass away by setting up a plan. This plan makes sure that their assets are distributed in a smart way and with the least amount of taxes possible. We do this by creating documents like Wills, Trusts, or Power of Attorney. We have a team of experienced and qualified advisers who are licensed and accredited. We have been in the business for a long time and have helped many people achieve their financial goals. We believe in building long-term relationships with our clients and working closely with them to understand their financial objectives and create a plan that is tailored to their needs. We also help big companies with their employee benefits, like group insurance and salary packaging. Our clients include big companies that specialize in IT outsourcing. We work with our clients and their other advisers to make sure that their estate planning is in order, so that