Wealth Collective Financial Advice
Address | 6/20 Faure Ln, Dunsborough WA, Australia | ||||||||||
Phone | +61 8 9202 6833 | ||||||||||
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Website | wealthcollective.co | ||||||||||
Categories | Financial Planner | ||||||||||
Rating | 5 12 reviews | ||||||||||
Nearest branches Wealth Collective Financial Advice — 67 Howe St, Osborne Park WA |
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Similar companies nearby Martis Financial Services — General Services Block, 19 Outram St, West Perth WA Fleet West — 1/16 Main St, Osborne Park WA Pave Wealth Services Pty Ltd — 79 Lindsay St, Perth WA Cashmanagement — 4/2 Ambitious Link, Bibra Lake WA |
Wealth Collective Financial Advice reviews
12Fantastic advice and a very easy process at the same time. Highly recommend getting in contact with them and seeing how they can enhance your financial future
I have been with Gavin for 4 or 5 years now, he is always super friendly, on time and provides the best service that i could ask for.
Could not reccomend Wealth Collective enough!
Very friendly and informative session. Easy transfer of supers. Would recommend Gavin and his team
Have had an amazing experience! James was so helpful and willing to help out where he could. They have also kept in touch to make sure we are still happy with what we have. Thanks heaps and be in touch when I need help.
As first home buyers, we had lots of questions and queries. Emma Gray consistently provided us with thorough and well explained answers. Emma was very professional, responsive and approachable. It was a pleasure working with her, and the loan process went quickly and smoothly. Emma exceeded our expectations.
Gavin and the team at wealth collective very good as I got on to a better super plan which I am really pleased with making more money for my retirement then I was before. I have gotten the best advise and if I ever need help I can call or email with my question and they are happy to answer. I would 100 recommend wealth collective for all your financial needs no matter where in Australia you live as they will get you result everytime
Wealth Collective were very easy and straight forward to deal with. The addressed all the issues I had and were great communicators at every stage. Would highly recommend.
I was referred to Wealth Collective Financial when I bought my first house and started to seriously think about how to make the most of my super, as well as secure my assets if I’m unfortunate enough to ever face hardship. I was lucky enough to fund a wonderful advisor in Wayne to help me through the process.
For years I had found the whole ‘financial planning’ business really overwhelming and didn’t know where to start. Wayne explained my options in basic English for me, all the while clearly knowledgeable enough for me to know he clearly know what he’s doing.
Highly recommend his services.
James at Wealth Collective has gone above and beyond for me over the last few years assisting with superannuation, income protection/life insurance decisions as well as providing financial advice in a way that is easy for me to understand and relevant to my financial situation (with a lot of patience). Thanks James!
James found me a great match for Super and Insurance. Very friendly and thorough service so you understood every aspect of the recommendations with nothing being pushed on you.
Very professional help and extremely knowledgeable team. Couldn’t have asked for a better service!
The team at Wealth Collective are very professional, approachable and the advice given is tailored to your needs. There is no pressure or expectation given at any time. Highly recommend.