Are you secure in your financial future?

Over 90% of Australians retire with insufficient funds to cover their retirement. It’s a frightening statistic, which in most cases is completely unnecessary.

As an Australian do you plan to support yourself during retirement?

The Federal Government has made it clear that the Age Pension will always be available for Australians. However, due to an ageing and growing population, this means that the Australian Government cannot continue to support Australians at the same level without reviewing and altering the country’s revenue base or reducing spending. Therefore, it is vital that at some point in time every Australian must take the time to consider and implement an investment strategy for their retirement.

Wealthrite are committed to providing you and your family with achievable strategies in order to reduce your tax, pay off your mortgage sooner and create wealth for a comfortable retirement. By assessing your current financial situation, we are able to provide you with comprehensive and tailored recommendations to meet your individual financial goals. We focus solely on making the right decisions for you, by creating a financial plan based around your life, your future.

Your RitePath to Financial Freedom

The RitePath Program has been developed to ensure our clients have a clear understanding that they are encompassed in all the services provided by our specialist advisors. Many people already have a mortgage broker, accountant and possibly a financial planner who never take the time to communicate with one another. Therefore, this means everybody is working towards his or her own agenda. By not working together the end result is never as good as a unified collaborative service delivery approach. Here at Wealthrite, we act as your personal financial services concierge. We direct you to work closely with a range of both internal and external providers that are committed to delivering an agreed personal financial strategic plan. 

As the diagram shows the core of the program is the client’s financial goals and objectives. The role of the Personal Business Manager (PBM) is to identify the areas of professional advice that is needed, and provide the appropriate advisors for your "specific personal financial situation". 

We will personally speak to the appropriate legal, financial, accounting and property advisors to ensure that we are successfully meeting each client’s individual financial circumstances. Advisors are placed in an order to ensure organization and efficiency. Furthermore, during meetings, client’s have the choice of including more than one advisor to ensure they are receiving the required support. 

No obligation information session.

Wealthrite offers an obligation free consultation where one of our professional advisors will come to your home and discuss your current financial situation. From then your advisor will use their own experience and qualifications to give you the level of service you require and develop strategies to best meet your individual financial goals. There will be no pressure to move forward as this is an information only consultation. These consultations are designed to ensure you have an overall understanding of how Wealthrite will assist you and your family both now and into the future. For an obligation free consultation on how we may assist you reach your ideal financial destination, please feel free to contact us by phone on 1800 758 294.