ABOUT US
At Financial 3 Wealth we provide you with real world advice to get your ‘Financial House™’ (your lifestyle) sorted and built your way.
We work right alongside you to:
- Develop a plan for you and your family to help achieve all the results you're after, regardless of what happens in the markets, the economy or the world
- Implement and stick to your plan, no matter what’s happening that’s out of your control.
Our job is not to guess what’s going to happen in the future, advise you to make short-term adjustments, and hope our guesses are correct.
Because financial success has never been about who’s the Prime Minister, short-term swings in the market, property values or world chaos.
We focus on you and take away that “unknown” of what to do next financially.
Then we show you how to create more money for holidays, investing and doing the things you love.
If that's what you're looking for, please contact us today for a friendly chat.
THE 7 STEPS FOR SUCCESS
Firstly, we meet with you to get a very clear picture of what’s most important to you and the outcomes you want to achieve.
We look at your situation from a holistic perspective, not just some areas in isolation (as often changing one area affects many others).
Then we work backwards to bring together the strategies that suit you and provide our recommendations to fast track your results.
We're also regularly chatting with our experts from Australia and around the world on your behalf. So we know what’s really happening, how this affects you and what changes may be needed to deliver the results you’re after, year after year.
And when you need them, we’ll introduce you to your team of experts, who are specialists in what they do - so you get the right information from the right people.
So, what do we mean by getting your ‘Financial House™’ sorted?
YOUR FINANCIAL HOUSE
We Imagine Your Financial Future Like Building Your Own
Financial House™...
But no matter what type of house (your lifestyle) you want to build, without bringing together the right strategies, in the right order, your Financial House™ will most likely come crashing down.
So to build your dream home (lifestyle), it’s vital to have your Foundation Strategies in place first and then develop your Wealth Creation Strategies.
We work with you to build your rock solid Financial House™ your way by using the 9 Financial Success Strategies…
HOW WE CAN HELP
SO WHY WORK WITH US?
The only way we succeed is if you get the results you want.
Over the years working alongside our clients we have come to understand, very clearly, where the real value lies in what we do and it primarily boils down to these things:
1. That we take care of everything
2. That we deliver results (year after year).
To do this we work very closely with you to tailor a plan to suit. Our approach is NOT a one strategy fits all.
And we agree a fixed price with you, which means there’s no hidden costs or commissions that you pay us to muddy the waters.
One of Our Great Secrets…
…is that we don’t believe in working longer hours to make more money. We like to work smart to get your money working hard FOR you.
You’ll discover the ideas and the motivation that we believe will help make your dreams a reality and we would love to show you how we can help.
So if this sounds like what you're looking for, please contact us for a friendly chat.
Stay Informed
Receive regular news and views to keep up-to-date