The Wealth Connection in Austinmer, New South Wales, Australia | Financial planner

The Wealth Connection

Locality: Austinmer, New South Wales, Australia

Phone: +61 2 4268 5555

Address: 34 Moore Street 2515 Austinmer, NSW, Australia

Website: https://www.thewealthconnection.com.au

Likes: 801

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Tags

• Financial service
• Loan service
• Mortgage brokers
• Financial planner

25.01.2022 With the recent COVID 19 lockdowns, we've had to be nimble and adjust how we continue to provide the premium service you have come to expect at The Wealth Connection. Dylan Beer talks to MPA Magazine about how we've adapted and continued to deliver what's important to our clients. https://www.mpamagazine.com.au//covid19-forced-this-broker

21.01.2022 And we're live! The website has been given a once over and we've graced the internet with a few new faces in our amazing team. We've removed the fine print and looked to translate our services into an uncomplicated proposition you can relate to. Check it out! https://thewealthconnection.com.au/

21.01.2022 The biggest testament to our service is what our clients have to say about us. We always appreciate any kinds words left as a review to inform others of how we operate and what they can expect at The Wealth Connection. Tristan White's clients always take up plenty of real estate on our review board! Job well done.

17.01.2022 The good reviews just keep coming for Tristan White. We couldn't be happier!

14.01.2022 It's always good to see our clients spreading the word about their experiences at The Wealth Connection. We generate 90% of our business from happy clients so this is always greatly appreciated!

11.01.2022 On the lookout for our next team member to join our growing Canberra office. Exciting opportunity for the right candidate working in an office location that is hard to beat!

10.01.2022 Meet Matt. He is one of new starters and we're thrilled he is on-board. Matt started at the Wealth Connection in 2020 with over 2 years experience in financial services, focusing on providing positive customer service and a strong attention to detail. In supporting Nik, he endeavours to communicate and work with clients throughout the lending process to ensure smooth sailing from start to finish. As someone who thoroughly enjoys the outdoors, he juggles multiple hobbies from ...wood working to rock climbing. Having played numerous team sports over the years, he understands the benefits of working together and building strong relationships. Matt is committed to growing in the industry and providing exceptional service to every client. Qualifications Bachelor of Commerce (Finance, Management & Accounting)

08.01.2022 Big news for First home buyers. The NSW government has just announced they are waiving stamp duty for up to $800k on a new home for the next 12 months. We are yet to see if there has been anymore discussion on greater stamp duty reform but we'll be keeping a close eye on the situation. https://www.smh.com.au//stamp-duty-paused-for-nsw-first-ho

05.01.2022 We've had a couple of wonderful additions to the team. One of them has been Chelsea - we thought you might like to get to know her! Chelsea has worked in various customer service roles within the banking industry for over five years. On the lookout for an advising firm that aligned with her values, Chelsea found The Wealth Connection where she is now working alongside Nathan as a Client Relationship Manager. She believes the small boutique business model allows for deeper cli...ent relationships and highly personalised service tailored specifically to the needs of each and every client. As a skilled support professional, Chelsea is passionate about offering a seamless and positive experience for clients and is committed to continuous improvement of processes. She is also invested in evolving her career in financial planning and has a thirst for self-development and growth. Away from work you will find Chelsea outdoors, enjoying a coastal lifestyle and attempting to keep up with her very active husband and son. Educational Qualifications Bachelor of Business (Management) Graduate Diploma of Financial Planning Contact Chelsea directly as follows Phone 0412 529 760 Email [email protected]

02.01.2022 We were recently interviewed for the Local Limelight series hosted by Jake MacKenzie from MMJ North. Check it out for a little insight into what we do and the journey we've been on. Sit back and enjoy!