Wealth 23 was established in 2020, we were looking to service clients along the entire east coast of QLD. We first established operations in Cairns, before centralizing our operations out of Mackay the centre of QLD's east coast. Our primary office is located at 44 Gordon Street Mackay and we continue to operate from here, please come in and have a coffee if you are ever in the area and want a chat. With our focus being online, fast and quality service, we have an amazing process to help you no matter where you are located, our service can be 100% online start to finish. This peace of mind in online quality service, has allowed our client base to stretch along the entire east cost of Australia (including NSW). Check out our website for more information at www.wealth23.com.au.
Regarding my own personal reason for running a financial planning firm, after 7 years of experience in the industry I felt I could do things a little better. It’s always an exciting time when clients are able to take ownership of their financial wellbeing and we set a plan to work towards achieving each of their financial and lifestyle goals. I have a particular interest in helping my clients with their superannuation, wealth creation and risk protection strategies and giving them the ability to make decisions in complete confidence.
I enjoy working with clients from all stages of life, and I love being able to come to work every day and hear someone’s story. Where they’re from, where they want to be and what is most important to them. Every day is different and every strategy is providing a map to that story!
If you are looking to come in and have a chat, let me know, I am keen to meet you.
Alex was always available when needed and could answer any questions we had . It has been great to have someone that really explains this to you and makes sure you are looked after.
Meeting Alex for the first time was a pleasure. His extensive knowledge gave him the ability to clearly explain the process without making us feel overwhelmed. Highly recommended!
Alex always made everything so easy to understand and always let us make our decisions on what we wanted to do. I will not hesitate to contact Alex if i need anymore advice.
Alex has provided detailed advice on restructuring our current Super funds and Share investments so that we can maximize our investment income and reduce risk. Together with this Alex has provided detailed advice on simplifying all our financial assets in preparation to a smooth transition to self funded retirement. Detailed, friendly and meticulous. Also extremely patient in guiding novices like us through complex financial issues. Great and efficient communicator who uses technology really well to maximize efficient communication. Alex's service has given us great confidence with the direction of our finances as we head towards retirement.
As new clients of Alex's he made us feel very comfortable and answered all our questions. He listened to our needs and created a strategy that suits us and has motivated us. Alex is very professional and I would recommend him to anyone.
- Adviser status Bronze
- Number of reviews 13
- First year providing advice 2015
- Years of experience 8
- Graduate Certificate in Financial Planning
- Graduate Diploma of Financial Planning
Wealth 23 Pty LtdOffice 3, Level 1, 44 Gordon St
Mackay, QLD 4740
- 9:00am – 5:00pm Monday – Sunday
Wealth 23 Dealer Group Services Pty Ltd