Yaoxiushi Tan's Colleagues at Wealth Connected Pty Limited
Yaoxiushi Tan's Contact Details
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Wealth Connected Pty Limited
Yaoxiushi Tan's Company 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