Wealth Connected - Financial Planner Sydney
Unit 504/45 Lime Street, Sydney NSW 2000
02 7908 4668

    Find Your Path to a Brighter Financial Future

    Live a worry-free life

    Get a Financial Advisor's Opinion Before Taking that Leap

    Let your retirement life be worry-free

    Sydney Financial Advisors

    Our expert financial planners combine in-depth industry knowledge with a client-first mindset, delivering personalised and comprehensive financial guidance to Australians across all life stages and professional backgrounds. Whether you’re looking to optimise your superannuation, build a diversified investment portfolio, or lay a solid foundation for retirement, we’re committed to supporting your journey toward financial security.

    Certified Financial Planners

    We always invest sufficient time in gaining an in-depth understanding of your financial needs, life goals, and risk tolerance, and are committed to providing the highest-quality financial advisory services to clients in the Sydney area. As a boutique wealth management firm, your dedicated financial advisor will fully focus on managing your financial affairs. Leveraging a flexible and efficient service model, we will tailor a wealth management plan that aligns with your individual circumstances, ensuring every piece of advice accurately matches your needs.

    Building and Preserving Wealth

    To provide precise and needs-aligned financial advice, a deep understanding of clients' life circumstances and goals is crucial. As your dedicated financial advisory team, we will invest sufficient time in learning about your current financial situation, future plans, and risk preferences. This ensures every piece of advice accurately addresses your personalized needs, safeguarding your wealth accumulation and asset preservation.

    Our Approach

    Comprehensive Planning
    + Personalised Solutions

    Our Financial Planning Process

    STEP 1

    Our first meeting is held to understand your personal needs and objectives. This appointment is without cost or obligation. The purpose of the appointment is to identify your goals and get an understanding of what you’re looking to get out of advice. This typically takes between 30 minutes to 1 hour. Appointments may be conducted in our Parramatta office, over the phone or video conference. Should you wish to proceed with preparing a financial plan then a quote is provided. Our fees are competitively priced in the marketplace.

    STEP 2

    By the second meeting, your tailored financial strategy will take shape. Here, you’ll fully understand available options and decide on the best financial course of action. Post-meeting, we’ll issue a formal Statement of Advice (SoA)—a written document detailing all recommendations, their reasoning, potential risks, and alignment with your circumstances, ensuring transparency for your next steps.

    STEP 3

    After reviewing the Statement of Advice, feel free to reach out with any follow-up questions—your advisor is ready to provide clear, detailed answers. Once you’re ready to proceed, your advisor will guide you through implementing the recommendations, handling all necessary paperwork to put your financial strategy into action seamlessly.

    STEP 4

    Regular reviews are essential to keep your financial strategy relevant. We’ll adjust your plan as your circumstances, legislation, or investment markets change—ensuring you stay on track to meet your financial goals.

    Quality Financial Advice

    Certified Financial Planners

    Experienced Wealth Managers

    Why Choose Wealth Connected Pty Limited?

    An Experienced Team of Financial Advisors, Fully Committed to Achieving Your Goals We always adhere to the principle of pursuing excellence, ensuring every client receives exclusive attention — the financial plan developed will be highly aligned with your unique financial objectives and long-term vision, and no single one of your needs will be overlooked. Direct Access to Your Dedicated Financial Planner

    You can communicate directly with the advisor in charge of your financial matters, without being transferred between cumbersome call centers or multiple departments. Regardless of the size of your assets or the complexity of your financial situation, we always take pride in upholding exceptional service standards.

    Our financial planners can leverage extensive in-depth market research resources and a diverse range of investment products to tailor a suitable financial strategy for you. Furthermore, when managing your financial affairs, we also connect with our professional network in the industry, drawing on professional experience and insights from different fields to inject comprehensive and multi-dimensional professional support into your financial planning.

    Whether you are seeking guidance from a senior licensed financial planner, have questions about retirement planning and need assistance with superannuation, or want to gain in-depth knowledge about account-based pensions, our Sydney-based team is ready to help you at any time. Contact us now to experience unparalleled financial services and support.

    Chat with an Advisor

    Speak with our Financial Advisors

    It is never too early to start planning.

    Tell us more about your goals, and our qualified financial planners will get you started on a roadmap to achieve them.

    Phone: 02 7908 4668

      仿站工具箱