Alex Hurst

Wealth Co Advisory Pty Ltd

Gold
17 Yrs Experience
West Perth, WA 6005
As a professional Financial Planner, I’m really lucky to be able to help my clients with their most important financial and lifestyle goals. Partnering with my clients for the long term and watching them learn and grow in confidence as they work toward their own version of financial freedom is something I consider a real privilege. I’m often asked what a typical client looks like for me: * They're a dedicated and hard working and looking for smarter and better ways to take control of their money and know there is so much more potential. * They're making good money but don't seem to be making steady progress toward the financial goals they want. * They’re confused by all the information available about different financial products and strategies, and want to 'cut through the noise' and figure out what’s really best for them with their money. * They don't want to be forced to work forever and don’t want to get stuck in the 'rat race' until they’re too old to enjoy their lifestyle. * They want to feel like they have a plan they’re working toward, and want confidence in the direction they’re heading. * They want to find the right balance between enjoying their lifestyle today and saving for the future. * They enjoy travel and experiencing life, and want to know their finances are being taken care without getting 'bogged down' micromanaging their personal finances. * They want to remove financial stress from their lives; free up their time, and make sure they’re using their money to it's full potential. They're ready to take action. If that sounds like you, I encourage you to make contact with me personally. – Alex Hurst - at WealthCo Advisory today.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 25
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Wealth Co Advisory Pty Ltd

Suite 16, Bluenote Building, 162 Colin Street
West Perth, WA 6005

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Mont Partners Pty Ltd

AFSL 511061

4.75
25 Reviews
5
4
3
2
1
4.80
Clear communication
4.55
Knowledge & expertise
4.95
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 25

Sort by

4.50

"Alex has given me advice mainly in super funds and planning for retirement strategy . Alex explained things to me in a clear way. Through Alex's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Alex's full care and attention when I needed it"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex provided advice re transition to retirement, super contributions, managing tax implications re superannuation on death and setting up pension payments. He is very knowledgeable and always responses quickly when we have dealings. I have in the past referred friends to Alex and they have been happy with the advice and service received."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have every confidence that Alex is knowledgeable and makes the right choices for my pension age. Each time I meet with Alex, he explains what are the best options for the coming year."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Alex's help and advise has been invaluable in our retirement planning, we are now confidant in knowing as soon as we want to retire, we will be able too...."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Awesome customer service I had experienced in a long time. Very helpful, understanding and was able to assist me above and beyond given my current emotional, financial hardship situation. Really appreciated the assistance Alex managed to organise for me and glad I finally made it for the meeting having had to reschedule several time."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Alex is the best financial adviser we have used in the past 32 years. We moved to Wealth Co Advisory after Alex left NAB because the standard of advice dropped substantially after he left. He helped me with transition to retirement and is now helping my wife as her options change. We feel that his cost is more than offset by the savings that he finds each year. He is very thoughtful and gives specific advice in a clear manner. He responds quickly when contacted. I don’t need to spend much time in retirement worrying about my investments as we meet regularly with Alex to review changes."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"For many years Alex has given me advice in areas including financial growth management, super funds and insurance, both for my company and for our family. Alex was always able to explain things to me in a clear way. Through Alex's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Alex's full care and attention when I needed it. it the advice I needed was outside of Alex's skillset he would always direct me to the right expert. I would strongly recommend Alex."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex is always extremely professional but also friendly and makes everything easy to understand. He has helped me and my husband transition into early retirement with his advice following an inheritance and is always interested in our family’s welfare offering invaluable advice and assistance recently to our sick daughter."

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We have used Alex for a fair while now. It is useful to have someone you can trust to give you a realistic picture of the options. He knows the tricky quirks of the superannuation and pension systems - half the rules seem to be set up to catch people out. We are very happy to continue using Alex as our advisor."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex has been my financial adviser for several years and has given me sound advice regarding my transition to retirement and my superannuation investments. He instils confidence when explaining the complexities of the financial world and I trust him to guide me in making the best choices to suit my needs. He is approachable, available and patient when explaining options. I highly recommend Alex as a financial adviser."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 25

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2007

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Australian Security Institute
Completed
2005

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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