Tarek Tewfik

Olleh Wealth

Bronze
1 Yr Experience
Wynnum, QLD 4178

TAs a Financial Adviser at Olleh Wealth, I work closely with individuals, families, and business owners to help them build confidence and clarity around their financial future. My focus is on providing simple, actionable advice that empowers clients to make informed decisions across every stage of life.

I believe great advice goes beyond numbers. It is about understanding what truly matters to you and developing a strategy that reflects your goals, values, and lifestyle. Whether it is planning for retirement, managing cash flow, growing investments, or protecting your family through personal insurance, my approach is always tailored and transparent.

At Olleh Wealth, we take pride in creating long term relationships built on trust, education, and genuine care. I aim to make the advice process clear and engaging, ensuring every client walks away feeling confident and supported.

Outside of work, I enjoy spending quality time with family and friends, exploring new places, and keeping active. I am also a passionate sports fan and a proud supporter of the Brisbane Lions.

If you are looking for guidance to help you take control of your finances, achieve your goals, and protect your loved ones, I would be happy to start that conversation with you.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • 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 Bronze
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2024
  • Years of experience 1
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Languages spoken
    • English
    • German

Olleh Wealth

145 Bay Terrace
Wynnum, QLD 4178

Opening hours

  • 8:00am – 5:30pm Monday – Saturday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638