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Jeff Stella

Wealth Connect Financial Services

Bronze
35 Yrs Experience
Pottsville, NSW 2489

Whether you have a specific need such as making sure your insurance cover meets your needs or you’re considering how to develop and implement a tailored retirement, wealth creation or wealth management plan, we can help.

I have been able to assist clients to achieve their financial goals by establishing a plan and then working with clients on a personalised and ongoing basis.

In an increasing uncertain world it has never been more important to have a plan for future financial certainty.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

We offer you the opportunity to meet with us confidentially and with no initial consultation cost or obligation to discuss your queries.

Should you decide to proceed to a Statement of Advice confirming our recommendations we will confirm the cost for the preparation of the advice document. Should you then decide to allow our office to assist you to achieve your financial goals there will b an ongoing fee that will depend on the services being provided. There is no locked fee arrangements.

At a glance

  • Adviser status Bronze
  • First year providing advice 1991
  • Years of experience 35
  • Highest qualifications
    • Advanced Diploma of Financial Planning
    • Diploma of Financial Planning
  • Language spoken
    • English

Wealth Connect Financial Services

Shop 1, 8 Coronation Ave
Pottsville, NSW 2489

Opening hours

  • 8:00am – 4:00pm Monday – Friday

Licensed by

Wealth Today Pty Ltd

AFSL 340289