Kellie Pearce

Wisdom Wealth Services

Gold
12 Yrs Experience
Coffs Harbour, NSW 2450

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If you come to see me, you'll meet with an adviser who wants to work with you to achieve your goals, not mine.

What is important to me, is you! Ensuring you understand what is happening and you are comfortable with your financial future.

I offer comprehensive advice on growing your super and investments with an emphasis on retirement planning to ensure your nest egg is safe and protected.

I welcome the opportunity to meet with you and discuss your goals and how we can work together to meet them.

Own your tomorrow, make contact today. You'll be glad you did.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2012
  • Years of experience 12
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Wisdom Wealth Services

27 Orlando St
Coffs Harbour, NSW 2450

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523