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Wealth Collective Financial Advice

Address 6/20 Faure Ln, Dunsborough WA, Australia
Phone +61 8 9202 6833
Hours
Monday08:30-17:00
Tuesday08:30-17:00
Wednesday08:30-17:00
Thursday08:30-17:00
Friday08:30-17:00
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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Wealth Collective Financial Advice reviews

12
Sort by: date highest rated lowest rated most helpful
Shane
29 October 2023 12:34

Fantastic 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

brendan
15 October 2023 20:50

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!

Tangent
08 February 2023 7:40

Very friendly and informative session. Easy transfer of supers. Would recommend Gavin and his team

Sharnee
29 December 2022 11:43

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.

Rebekah
19 December 2022 9:03

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.

Matthew
16 December 2022 8:52

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

Luke
31 October 2022 9:07

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.

Siobhan
06 September 2022 18:31

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.

user
29 August 2022 3:31

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!

Durra
04 July 2022 19:08

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.

Scott
04 July 2022 2:57

Very professional help and extremely knowledgeable team. Couldn’t have asked for a better service!

keenan
02 November 2021 20:36

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.

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