Our Clients’ Goals Are Our Sole Focus
Wealth Strategies was established in Sydney by Rainbow He in 2010 and operates as a “boutique” client-focused financial advice company.
We offer innovative strategic solutions tailored precisely to the current circumstances and to the achievement of the future goals of clients who are motivated to take an active role in the creation, protection and distribution of their wealth.
We Are Privately Owned
As a boutique financial advice provider, we are allowed the freedom to choose a wide range of options in providing advice. We always act with integrity and in your best interest
Our vision is to work with you to enable you to make more informed decisions about the growth and protection of your money and help you achieve your lifestyle and retirement goals and dreams.
What do you get from us?
You may be thinking: “I know how to make a plan. Why should I use your services?”
We agree; most of us know how to make a plan. The real question though is whether that plan is totally appropriate for your situation today and flexible enough for tomorrow.
It can be very difficult to put together a financial plan taking into account all the variables. The investment, superannuation and insurance landscapes are constantly changing. Our job is to remain on top of these changes.
Providing financial advice is our business; our field of expertise; our passion
We add value, and often a different perspective, to your financial plan. The key benefits of our approach are:
- You receive individual attention specific to your needs. We understand no two plans are the same.
- We understand that some clients need minimal advice, perhaps on one issue only.
- And that some clients require on-going advice covering a wide range of complex issues.
- And everything in-between.
- Every client, no matter how large or small, no matter how old or young, will receive the same level of professional expertise and courtesy.
- Why? Because we really love to use our training and experience in financial advice to help you make your financial goals come true.
Transparent Fee Structure
Our practice works on the basis of agreeing fees with you in advance. Our pricing is designed to maximise flexibility to suit client requirements.
Eastern Rainbow Wealth Strategies Pty Ltd ABN 62 144 486 224, trading as Wealth Strategies, is a Corporate Authorised Representative (Number 371200) licensed by Sentry Advice Pty Ltd ABN 77 103 642 888 Australian Financial Services Licence (AFSL) No. 227748 (Sentry) who provide Wealth Strategies with product research, ongoing professional development training and logistical support.