Wealth Depot
Wealth Depot Financial Advisers is a privately owned financial planning practice that believes in providing strategic advice and recommendations that are tailored towards each client’s specific objectives and goals.
We are a holistic practice which allows us to discover opportunities, investments and strategies that will best work to achieve our clients financial freedom.
Our firm provides holistic financial advice in:
- Life insurance portfolio construction
- Investment portfolio construction, management and review
- Superannuation planning and self-managed superannuation fund management, compliance and strategic planning
- Business insurance portfolio construction
- Cash flow budgeting, management and review
- Wealth creation and retirement planning
- Estate planning
- Aged care planning
- New migrant and UK pension transfers