Wealth Strategies

Securing Your Financial Well-Being

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Our Services For You

Financial Planning – Securing Your Financial Well-Being

Our purpose is to deliver ‘high touch’ services to the clients we have the privilege of advising. We also deliver peace of mind.

Our promise is to exceed client expectations in delivering expertise, experience and peace of mind on investments, insurance, superannuation and, in consultation with legal specialists, matters relating to family estates.

Our approach on pricing is to provide full flexibility to suit client requirements.

A range Of Services To Match Your Changing Needs

As a “Boutique” Financial Advice company, we are committed to providing you with options and plans that meet your specific requirements and can evolve as your needs change. Our services enable you to make well-informed decisions.

Retirement Planning, Superannuation Advice

Advice on strategies before and after retirement, including appropriate superannuation vehicles and appropriate asset allocation through life’s various stages.

Investment Advice

Advice on investing in a tax effective manner according to your risk profile and to your short, medium and long-term goals.

Wealth Protection

Advice on protecting your wealth through insurance cover including life, income protection, total and permanent disability, trauma (critical illness), child cover and business expenses cover as appropriate to your circumstances.

Estate Planning

Advice on estate planning and wealth transfer strategies including succession planning.

Budgeting & Cash Flow Planning

Advice on maximising debt reduction through cash flow management and the use of available tax strategies.

Home & Business Loans*

We source for you from a wide range of home or business loan options a solution in tune with your overall financial commitments and goals.

Other Services

Should you require other financial services not provided by us, we will be pleased to refer you to our network of professional advisers in

  • Accounting
  • Estate planning
  • Investment property
  • Commercial leasing

FREE One-On-One Information Meeting

Obligation and cost-FREE 1-hour one-on-one information session to help you be well-prepared to make an informed decision.

* Note: Home & Business Loans are provided by Robert Ivanovski as a Credit Representative of Outsource Financial Pty Ltd ABN 42 131 090 705 ACL 384324

Typical Client Feedback

We are happy to receive your feedback as your needs and objectives are our only priority.

  • Thank you, we finally have a plan to work towards.
  • Now I can measure my progress towards achieving my goals.
  • As an older retired couple we were very concerned about the share market “roller coaster” ride and we were so relieved when you found us a solution providing reliable income and the peace of mind we needed.
  • I am much more confident about my impending retirement now. I am putting more away for the future and saving tax as well!

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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