Alex Jorgensen

Wealth 23 Pty Ltd

Gold
7 Yrs Experience
Mackay, QLD 4740
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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • 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 4.95
  • Number of reviews 13
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualifications
    • Graduate Certificate in Financial Planning
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Wealth 23 Pty Ltd

Office 3, 44 Gordon St
Mackay, QLD 4740

Opening hours

  • 9:00am – 5:00pm Monday – Sunday

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638

4.95
13 Reviews
5
4
3
2
1
5.00
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 13

Sort by

5.00

"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."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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!"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex is great at what he does and advises the best solutions to suit your known and unknown financial issues, for me, this was my superannuation and income protection. Alex worked me through everything thoroughly and professionally with the best intentions in mind. I recommend you get in touch with Alex and I have no doubt he will point you in the right direction. Thanks Alex, I look forward to doing business!"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Alex was great to talk to, very thorough when walking me though options and strategy. Alex took his time to get to know my situation and understand my needs. Alex is always available for a chat when i have a question. Looking forward to growing my financial goals with Alex and the wealth 23 team."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex has given me advice in areas including managed super funds and managing investments. 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.'"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Alex is all about doing what’s best for you. Extremely genuine with great personal advice. Highly recommended."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I highly recommend Alex. He was a great help. I'm definitely more confident with my insurance after seeing him."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Australis College
Completed
2015

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Griffith University
Completed
2016

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Griffith University
Completed
2019

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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