Are You Experiencing One of the Following Problems?
If you are experiencing one of the following problems there's a good chance that we can help:
You are running a successful business but need assurance and clarity that you’re setting up your future outside of the business. But time is scarce and getting your finances sorted is important to you.
You are working hard and would like to see more fruit from your labour. Getting ahead and prospering is what you are after. Working together with Wealth 360, we are here to help you identify your financial possibilities and ensure a pathway to success in reaching your financial goals.
You have worked hard for retirement. Having a plan and peace of mind that you are going to be ok in the future is what you are after. At Wealth 360, we want to know your story and help you with writing the next chapter for a comfortable and enjoyable future.
Schedule an Obligation-Free Consultation
Let’s discuss how we might be able to help you with a free 30 minute chat with "zero pressure"
What We Do
See how your super fund is performing comparably to others and find the right one just for you.
A peace of mind for when things go wrong. We all know life has its unexpected ‘ups and downs’. We will show you how to protect what you already have.
Why Choose Us?
Tell your story once and we get you.
You want results and we will find the best way to get you there.
We keep you accountable and follow through on your goals.
Handpicked other trusted specialists for additional finance services.
Working in collaboration with you to understand your aspirations.
We look ahead and help prepare you for future life events.
Taking time to check with you regularly to ensure we are meeting your goals, answering your queries, and you are happy with our services.
Benefits of Working With Us
FEEL LESS STRESSED
We will help you to gain peace of mind in knowing your financial affairs are being looked after and we will keep you informed of every ongoing choice, opportunity and options.
ALLOW YOU TO ENJOY LIFE
Being able to live your ideal life with the confidence that you are making informed decisions about each path and opportunity that becomes available to you.
GAIN MORE CONFIDENCE
When you understand your finances and have your financial affairs in order, you will begin to feel more confident about achieving all the things you want to do in life.
PLANNING FOR YOUR LIFE JOURNEY
You will receive a detailed financial plan that is personalised to you. This will provide a clear map of our advice and how it will help you to achieve all the things you want to do in life.
We will measure your progress and track your development towards reaching your goals. We also help you to adjust your plan if something unexpected pops up.
Have a Question?
Schedule an obligation-free consultation today – 30 min chat with zero pressure!
100% SATISFIED CLIENTS
"Wit has assisted with our retirement planning and streamlining our insurances. He has provided sound and balanced advice, specifically tailored to meet our circumstances and requirements. He genuinely cares about our future and outcomes and we have recommended him to family and associates and we wouldn't hesitate to continue to do so."
Kim – Landsdale
"Wit was really helpful and his advice was very simple and easy to understand."
Peter – Currambine
"Wit is friendly and very easy to talk to. He listens and responds in an efficient manner. My wife and I have sought advice on investments and shares and have made welcome changes to our preexisting situation. We are happy to remain as his client and hope to be able to better plan for our future based on his expertise and advice."
Andrew – Aveley
"Financial markets can be very volatile and can change very quickly. The same can be said for any individuals financial situation, when something does change, being able to get access to information and being able to change your strategy is perhaps the most important aspect of financial planning. with this in mind, Wit has always responded promptly to any questions or requests I have made of him. This sets him apart from other planners."
Callum – Newdegate
"Wit's advice has always been genuine, looking after our retirement portfolios. He's knowledge and experience, we feel very confident with advice given was right for our needs. Would recommend Wit to friends and family."
Lesley – Wanneroo
"I have been a client of Wit's for some time. He is very knowledgeable and delivers good sound advice for your future."
Stuart – Butler