Wealth Plan in Melbourne, Victoria, Australia | Financial service

Wealth Plan

Locality: Melbourne, Victoria, Australia

Phone: +61 1300 459 159

Address: L5 21 Victoria Street Melbourne, VIC, Australia

Website: http://wealthplan.com.au

Likes: 288

Add/Update information

Reviews

Tags

• Accountant
• Financial service
• Financial planner
• Financial consultant

25.01.2022 Meet the team - KIRSTEN SIMMONDS SENIOR FINANCE CONSULTANT... Kristen has been a part of the Wealth Plan team for over 10 years, bringing a wealth of knowledge and commitment to her clients. She is well-liked by both clients and the team, for her empathetic and thoughtful approach to advise her clients. Kristen is dedicated to her clients and the results she achieves for her clients speak for themselves. Book an appointment with Kristen today on 1300 459 159 or by emailing [email protected]

24.01.2022 Last day to register your spot to our FREE Wealth Plan seminar in Doncaster. Led by keynote speaker, Jason Foote, youll learn how to get on the right track with your finances with Wealthplan. This seminar covers: The importance of prioritising your superannuation Retirement planning & pensions How to save in interest on your home loan... How to begin the process with Wealthplan Visit our website today to register - http://bit.ly/WealthplanDoncasterEvent or send us a direct message to RSVP with your: - Name - Email - Mobile phone - Number of attendees

23.01.2022 Do you ever think or worry about your financial path? Need guidance about what your retirement will look like? Join our free seminar in Doncaster on the 14th & 15th of August, led by Jason Foote. The seminar will cover everything from taking control of your retirement plan, to maximising your investment portfolio. For more information, and to register visit our website - http://bit.ly/2JCNIIO

21.01.2022 With July marking the end of the financial year, now is the perfect time to assess your financial situation. Could interest be saved on a current home loan? Now is the time to start looking for an investment. Wealthplan is here to help direct you towards securing your financial future. Speak to us today on 1300 459 159.

20.01.2022 http://theconversation.com/the-majority-of-australians-are-

19.01.2022 What does retirement look like? Living comfortably without debt or relying on pension payments... Join our FREE seminar on the 17th-18th of July, and learn how to get on the right financial track. This seminar covers: - Superannuation - Retirement and pensions - How to save in interest on your home loan - How to begin the process with Wealthplan... Register your spot now on our website - https://bit.ly/2KMeEa9

18.01.2022 Well done to the 150 attendees who completed the Wealth Plan Forum over the last two nights!

17.01.2022 Take the time to map out your finances with Wealthplan. We are experts in financial planning for home loans, taxation, investment properties, superannuation and retirement planning. Talk to us about your financial needs today on 1300 459 159.

16.01.2022 Looking for advice on your existing home loan, come and talk to Wealthplan. We can assess your current home loan and figure out if you could be getting a better lending rate, and ultimately own your home faster. Fill out an enquiry form on our website today - https://bit.ly/2Kbj3Hy

15.01.2022 Meet the team: JASON FOOTE SALES AND MARKETING DIRECTOR In 1996, Jason invested in his first property, where he discovered his passion and love for property investments. Since then he has fully immersed himself into the industry, and began focusing on wealth creation and finance 3 years later. Having demonstrated an ability as an entertaining and informative presenter, Jason spent many years on the seminar circuit. Take guidance from Jason and learn from his own experience how to find your path to financial freedom. Book an appointment with Jason today on 1300 459 159 or by emailing [email protected].

15.01.2022 What are the benefits of using a financial planner? We are experts in the financial field and help you action your financial requirements in: - Property investment - Superannuation - Mortgage reduction... - Maximising your investment strategy cash flow - Tax strategies - Retirement strategies Get control of yours today by calling us on 1300 459 159 or you can fill out an enquiry form on our website - https://bit.ly/2Kbj3Hy

14.01.2022 Here at Wealthplan our team of financial experts are here to help give you advice for your next steps in your financial future. Its never too early or too late to start planning yours. Find out more on our website and make a start with Wealthplan today - https://bit.ly/2lFgkY5

14.01.2022 Join our FREE seminar on the 17th-18th of July, and learn how to get on the right track with your finances with Wealthplan. This seminar covers: - Superannuation - Retirement and pensions - How to save in interest on your home loan - How to begin the process with Wealthplan... Register your spot now - https://bit.ly/2KMeEa9

14.01.2022 Did you know that financial hardship is the leading cause of stress in Australia? Around 2 in 5 Australians particularly in the lower-income bracket, between the ages of 18-49 are being affected. If youre feeling concerned about your finances come and speak to Wealthplan today. Our team have a combined 70 years of experience and can help provide the very best advice, consultancy and support for Financial Planning, Superannuation, Risk Planning, Finance, Conveyance and Property Management. Call us today on 1300 459 159.

13.01.2022 A good wealth plan should begin with an entre of a low home loan rate. If youre wanting to assess your current home loan and how you can reduce the current rate, then come and speak to Wealthplan. We can help dial down the interest rate on an existing loan, to ultimately pay off the principal faster. For more information call Wealthplan today on 1300 459 159, or visit our website - https://bit.ly/2MrlyCl

12.01.2022 We recognise the urgent need for Australians to take control of their financial future. Sometimes making financial decisions about your future can be a daunting experience, our aim is to alleviate your fears, and allow you to enjoy the excitement in achieving your goals. Find out more on our website and make a start with Wealthplan today - https://bit.ly/2lFgkY5

09.01.2022 Around 60% of Australians are not confident in having enough money to retire comfortably. This is mainly due to poor planning and prioritising other expenses over superannuation. To get on the right track with your finances, join our free seminar on the 14th & 15th of August in Doncaster and get guidance on your path to financial freedom. Visit our event page for more information - http://bit.ly/WealthplanDoncasterEvent

07.01.2022 As individuals we all have our own goals for the future. With Wealth Plan, our aim is to make realistic financial strategies to reach those goals and cater them individually to suit your needs, and help you prepare for the years ahead. Talk to us about your financial needs today on 1300 459 159 or send us a direct message to organise an appointment...

07.01.2022 Wealthplan Financial Group are here to help you take control of your financial future. We work closely with our clients to help provide direction and guidance with their finance and investment goals and opportunities. Talk to us today by calling 1300 459 159 or you can fill out an enquiry form on our website - https://bit.ly/2Kbj3Hy

07.01.2022 Looking for a leading financial planner? Wealthplan are experts in financial planning for home loans, taxation, investment properties, superannuation and retirement planning. Call us today about your financial needs on 1300 459 159.

06.01.2022 Are you ready to take the plunge in the investment pool? Wealthplan are your local experts when it comes to financial and risk planning, and we can help and consult you in your investment goals and needs. Pop in and see us at Level 5, 21 Victoria Street Melbourne, or give us a call on 1300 459 159.

04.01.2022 Last chance to register your spot to tonights FREE Wealth Plan seminar... Where: Manningham Civic Centre, 699 Doncaster Road Doncaster, Victoria 3108. Time: 7:30 PM... This seminar covers: The importance of prioritising your superannuation Retirement planning & pensions How to save in interest on your home loan How to begin the process with Wealthplan Full event details here - http://bit.ly/WealthplanDoncasterEvent Send us a direct message to RSVP with your: - Name - Email - Mobile phone - Number of attendees

04.01.2022 Wealthplan Financial Group are your local financial experts. We can help you determine the best course of action for your financial requirements including: - Property investment - Superannuation - Mortgage reduction - Maximising your investment strategy cash flow... - Tax strategies - Retirement strategies Get on top of your finances by calling us today on 1300 459 159 or you can fill out an enquiry form on our website - https://bit.ly/2Kbj3Hy

04.01.2022 Most Australians today are not financially prepared for retirement. Around 89% of couples and 96% of singles are relying on their age pensions to fall back on. Be prepared for your retirement with Wealthplan, by joining our free seminar between the 17th-18th of July. Learn how to get your finances on the right track so you wont struggle down the line. Register your spot at our free seminar - https://bit.ly/2KMeEa9

01.01.2022 For most people Superannuation can become a last priority because it is out of sight, and therefore out of mind. Dont let yourself overlook your superannuation. At Wealthplan our team of financial experts can help you choose the best superannuation fund that is best suited to you. Talk to us today about your superannuation by filling out an enquiry form on our website - https://bit.ly/2Kbj3Hy