Experience

We have highly experienced and dedicated professionals to cover all facets of financial planning, finance, lending and investment property. We have extensive experience in advice on Self Managed Super Fund Set Up and Administration specifically for Property Investment.

Innovation

We specialise in providing advanced investment strategies to wealth accumulators. We are unique due to our extensive expertise in sourcing and investing in direct residential investment property. Therefore, we will provide a balanced approach to investing between property and shares. 

Performance

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. 

Service 

We focus on customer advocacy by providing clients with a more personalised service. We ensure each client receives the best possible service to guarantee efficiency in making accurate decisions. Once all informed decisions are made, you will receive a courtesy call from one of your PBM’s to ensure you are 100% satisfied with the outcome.

Commitment 

We believe what really sets us apart is our passion and commitment in helping and assisting our clients achieve their financial goals and dreams. Every member of the team has a shared vision in assisting our clients on their journey to success.