Why Choose Wealth?

A comfortable standard of living now and into retirement.

Maybe that means a proper holiday here and there, a new car every couple of years, or the kids in a private school. If you are reading this on your PC, tablet or laptop, you’re already doing ok. But you are probably in a position to make your financial situation better. We’re here to show you how.

Property, shares, Uncle Pete’s racing syndicate, or a stamp collection? Each of the hundreds of ways to invest your money has its pros and cons. Allow us to look at your situation and work with you to find the pathway that leads to a wealthier life.

Meet Our Team

  • John Parker

    Practice Principal - Authorised Representative
  • Anita Hinze

    Mortgage Broker
  • Paul Wilson

    Financial Planner - Authorised Representative
  • Penny Ballantyne

    Administration
  • John Shelton

    Financial Planner - Authorised Representative
  • Leonie Cowan

    Paraplanner
  • Michael Parker

    Financial Planner - Authorised Representative
  • Chris Dodson

    Accountant
  • Michael Hack

    Financial Planner - Authorised Representative
  • Jess Clarke

    Administration
  • Frances Knapman

    Administration
  • Rachael Low

    Office Manager

Our Services

  • Risk Managment

    Investing can be confusing at the best of times. We work together with you to identify and minimise the risks associated with your financial plan.

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  • Investments

    We consider your expectations and set out to reduce tax, minimise costs and maximise returns so that you get the most from your investments.

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  • Retirement

    We structure your retirement contributions to minimise taxes. Get any pension benefits you are entitled to, while maximising return on your investments.

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  • Lending

    New homes, investments, construction loans, refinancing or consolidations. We help save on fees and interest by finding the right loan for your needs.

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