Wellinvest Services
Through financial planning & Investment services, we focus on assisting our clients achieve financial security, using the many options available.
All services are provided at both a personal and corporate level and include:
Financial PlanningWealth ManagementShare Portfolio Management
Self Managed and
DIY
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Superannuation
Corporate SuperannuationPensions & AnnuitiesEstate PlanningRisk Management
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Client Benefits
Personal Financial Advisor
Ongoing access to your own personal advisor.
Experience
Access to a wealth of experience and expertise within the company
Reviews
Regular reviews and assessments of their financial goals and objectives
Regular communication
Including a range of reports and communiqués from the various divisions within the group. The majority of this information is provided electronically (such as via this site) so that it is available to you when you need it most.
Complete, Comprehensive Administration
Comprehensive and professional administration, removing the time-consuming day to day hassles of managing your financial affairs.
Quality Professional Investment Research
Provided by both external specialist research organisations and our own internal investment Research Department. It is our belief that investing in quality assets will result in superior long term performance and also minimise losses in times of turmoil.
Peace of Mind
Knowing that our firm is a Principal Member of the Financial Planning Association, has been in the industry virtually since its inception almost twenty years ago and has an ongoing commitment to providing financial services with professionalism and integrity.
Background, Principles and Objectives...
As well as using external specialists, we have a significant commitment to having our own internal expertise in a number of key areas in which we believe we can add value to our professional association with our clients.
These commitments include our own dedicated investment research and technical research departments. Rather than rest on our laurels we are continually seeking to upgrade and improve the range of services that we provide to our clients, to ensure that we meet the increasing demands of our clients as well as remaining at the forefront of the financial planning industry.
The focus of the organisation is on providing a comprehensive range of specialist financial services.
