About Wealth Management

Building Financial Success.

Australian Finance Hub Wealth Management is one of the fastest growing financial services business in South West Sydney. Our advisers understand the complexities involved in financial services. With over 10 years experience in the industry, we knew that experience wasn’t going to be enough to provide quality advice to our clients. That’s why our advisers have obtained the highest qualifications in the industry; they include:

  • University degree in Business / Applied Finance
  • Certified Financial Planning certificate (CFP)
  • Diploma of Financial Planning (DFP)
  • Advanced Diploma of Financial Planning (ADFP)
  • Aged care accredited

As the industry name suggest, Australian Finance Hub Wealth Management provides a financial service to their clients, with the emphasis placed on service. Our belief is that the best financial advice document is obsolete without the highest quality service provided. As the financial services industry grows, the level of service has declined. At Australian Finance Hub Wealth Management, our guarantee is that you will not be disappointed with our service.

 

How we help

At Australian Finance Hub Wealth Management, our tailored financial advice solutions provide our clients with three powerful pillars:

Clarity

We take the time to understand our clients, who they are, what their goals and objectives are. It is our role to provide clarity around your current financial position and what you would like to achieve.

Empower

Almost everything we do in life is based on knowledge and understanding the circumstances of our decisions. Why should this be any different with your personal financial situation? Our tailored advice solutions empower you to make the right decision.

Peace-of-mind

We believe in the power of regular reviews to ensure you remain on track to meet your goals and objectives. Nothing in life works in a straight line, our role is to guide you along the ages and stages of life and provide peace-of-mind that you are continuing to head in the right direction. At Australian Finance Hub Wealth Management, we help like minded individuals and families achieve their financial goals.

 

Who we help

If you answer “yes” to any of the following questions, then we can assist you along your journey:

  • Do you have a mortgage and would like to ensure that you have a plan in place to reduce your debt at a faster rate?
  • Do you have children that you would like to provide financial assistance to their education, purchase of a car / home?
  • Are you employed and receiving the compulsory 9.5% super guarantee contributions?
  • Do you have an asset base that you would like to protect in the event of serious injury / illness or death?
  • Would you like to ensure that your asset base is distributed in accordance with your wishes upon death?
  • Are you approaching retirement and would like to understand the longevity of your capital as you drawdown on your asset base?
  • Do you have a family member that is looking to enter an aged care facility, or have recently entered an aged care facility?

Would you like to ensure that your capital base is invested in a tax efficient manner? Please contact us on 02 9099 1782 and arrange a free, no obligation meeting to speak with a financial adviser to understand you current position and goals and objectives.