Rex Whitford

Wealth for Life Financial Planning

Gold
21 Yrs Experience
Adelaide, SA 5000
Business Profile: Our Values - We are a financial advice business committed to: Making financial matters relevant to clients; Serving our clients in a relationship of mutual respect; Creating and implementing financial strategies that optimise client’s circumstances and makes sense to them; Maintaining high levels of education and technology to provide quality strategies and timely service; and Benefiting our society through the creation of wealth for life.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 11
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Wealth for Life Financial Planning

Suite 404, 293 Angas St
Adelaide, SA 5000

Opening hours

  • 8:00am – 4:00pm Monday – Friday

Licensed by

Gps Wealth Ltd

AFSL 254544

4.90
11 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 11

Sort by

4.50

"Rex has been my Financial Adviser for around 20 years. With his help and valued advice I was able to retire 7 years earlier than the 'normal' retirement age with all the attendant benefits in health, reduced stress, leisure time, pursuit of existing and new interests and lower golf handicap that an early retirement delivers."

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Rex Whitford profile photo

Rex Whitford responded on August 2015

"Thanks Ian, I appreciate the recognition."

4.75

"I have been with Rex for over a decade and he has continued to grow professionally along with my changing needs for advise. He manages my investment advise needs within a risk framework that compliments my skills and the strategic direction for my SMSF investments. I don't agree with all his advise but the discussion we have is always robust and the responsibility for investment decision outcome shared jointly. Michael 2089"

  • Insurance Protection
  • Self Managed SuperFunds
  • Borrowing
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Rex Whitford profile photo

Rex Whitford responded on August 2015

"Thanks Mike, yes I enjoy our robust discussions as well as our friendship."

5.00

"I enjoy working with Rex. He has a terrific understanding and knowledge of financial strategies that can assist clients with achieving their goals. He has a great way of making the complex simple."

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

"I have been a very satisfied client for over 12 years and have referred many family, friends and associates to Rex. I am confident my retirement plans are in the best possible hands with someone who understands our personal needs and goals."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Rex Whitford profile photo

Rex Whitford responded on August 2015

"Thanks Martin, Dealing with you and your family has always been a pleasure."

5.00

"We would like to express our sincere satisfaction and support for Rex in respect of the financial advice and services he has provided to us over the years. Rex’s ability to interpret our circumstances, the legislation and craft the advice to our desired outcomes has been both a rewarding and educational experience. Seeking advice from Rex and implementing the mechanisms necessary to meet our financial goals and objectives, we feel our financial future is in competent and above all, trusted hands."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have known Rex for 30 years. He is a man of the utmost integrity. The great skill he has applied to my financial affairs has changed my life for the better. I would not hesitate to recommend to anyone who is sincere in achieving peace of mind for their financial outcomes. There have been times when I have gone against Rex's advice and every time I did so I regretted it. He is more than just an adviser he is a friend as well."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rex is 'contactable' whenever we have questions - and as we live interstate that is important to us. If he isn't in the office at time of phoning then he is prompt at returning the call. Confident in relations with him be it of a personal nature or in regards to our finances."

  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Rex Whitford profile photo

Rex Whitford responded on August 2015

"Good on you Val, I am glad we are able to have you and Bob as clients."

4.75

"I enjoy working with Rex to build my financial wealth and security"

  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Rex Whitford profile photo

Rex Whitford responded on August 2015

"Thanks Donnel, we appreciate the faith you place in us."

5.00

"Rex has provided advice and strategies in our wealth creation that has provided us with a secure and stress free financial position.All matters concerning our financial futures are left to Rex to manage as he has our total confidence and trust in delivering on our aims and goals.He is always available,approachable,and measured in his role as our adviser."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Rex Whitford profile photo

Rex Whitford responded on August 2015

"Thanks Rob & Kate, I am always humbled by the trust you place in me. It is clients such as yourselves that make being in this profession so rewarding."

5.00

"Rex understands my financial situation and knows exactly what I need. He is professional, highly technically competent and wonderful to deal with. His team is also fantastic to deal with. Rex will get you to where you need to be financially. Highly recommend!"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Rex Whitford profile photo

Rex Whitford responded on August 2015

"Thanks Karen, that means a lot coming from you given your own extensive experience."

Showing reviews 1—10 of 11

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Financial Planning

Level
9 - Masters Degree
Institution
University of the Sunshine Coast (USC)
Completed
2012

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Professional Memberships

SMSF Association (SMSF)

Membership type
Associate
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