Providing you with a Total Financial Management Service
Wellings & Associates have developed a comprehensive pro-active Financial Management Service that represents the core service that we offer.
The underlying objective of the service is to provide clients with a comprehensive total financial solution that will form the foundation of our professional association. The Portfolio Management Service encapsulates many of the services that we provide to our clients.
At Wellings & Associates we have been providing financial advice to our clients since 1975.
We work with you to determine the best strategy to achieve your goals and needs.
We constantly monitor your investments and strategy to ensure the best results for you.
We keep in touch on a regular basis, letting you know in advance of changes and trends that may affect your investment.
We offer a suite of services, each individually tailored to meet your specific needs.
We are committed to helping you achieve financial security through achievable objectives.
Quick Picks and News Updates
MLC Confirms No Freezes On Its Investment Funds
National Australia Bank's wealth management business, MLC, today confirmed that none of its funds had been frozen for redemptions and all were operating as normal.
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New Wellinvest.com.au Website
Welcome to the new look, full featured Wellinvest website...
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Staff News
We welcome new Financial Adviser Guy Halpin to the Wellings team...
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Retirement Just Around The Corner?
Investors naturally become concerned when they see the current trends in the Australian sharemarket....
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Savings And Investment For Children
How can I start an investment plan for my son or daughter? (niece, nephew, or godchild)...
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Keeping Your Head With Markets On The Move
The Australian and international stockmarkets have made front page news lately with current global pressures, including the US sub-prime mortgage ‘crisis’....
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