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 Securities

AFSL 246638