Wealth Strategies

Securing Your Financial Well-Being

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Our Company

taking financial advice

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.

Why Not Find Out More For Yourself?

Call or email us to organise an information meeting with us. Totally obligation-free and cost free, its purpose is to help you reflect on your goals and understand the process to achieve them.

Like us, you know that it is important to be well informed before making any decision on who you are going to trust to advise you on the best options to secure your financial well-being.

Book your free one-on-one information meeting here now.

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Obligation-Free Information

Interested in learning how you can look after your long term wealth, whilst enjoying your preferred lifestyle?

Call or email Wealth Strategies today to organise a one-on-one obligation-free cost-free meeting.

We Listen, We Tailor, You Decide!

The information contained within this website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Wealth Strategies will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.

Eastern Rainbow Wealth Strategies Pty Ltd trading as Wealth Strategies is an Authorised Representative of Sentry Advice Pty Ltd AFSL 227748

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Level 25 · Aurora Place · 88 Philip St · Sydney 2000 · NSW · Australia