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
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 25
- First year providing advice 2005
- Years of experience 19
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Wealth Co Advisory Pty Ltd
Suite 16, Bluenote Building, 162 Colin StreetWest Perth, WA 6005
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Mont Partners Pty Ltd
AFSL 511061