Susan Brooker

Pure Wealth Management

Gold
15 Yrs Experience
Mooloolaba, QLD 4557

At Pure Wealth Management, we believe it’s never too soon to start considering your financial future, and starting late is better than not starting at all.

We know that many Australians have avoided using financial planners. They either don’t feel they have enough assets, don't feel they earn enough, prefer specific rather than holistic advice, are intimidated by their lack of financial understanding or feel it’s costly. Recent financial reforms have been developed to address just these issues, and getting the right planning advice can substantially improve both your overall position and therefore, lifestyle.

Whether you are getting married, starting a family, building wealth or planning to enjoy your years after work; we can help.

Our planning process will uncover what you want to achieve, provide a road map on how to get there and most importantly, following through to ensure any changes are implemented.

Is there something specific you wish to save for or just want to "do better" ?

Do you know what you want to do in the next few years? And the ones after that?

Does the advice that Uncle-Bob provided at the last family BBQ seem too good to be true ?

Is there a better way than what you're doing now ?

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • 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 5.00
  • Number of reviews 1
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Pure Wealth Management

Suite 6, 137 Brisbane Rd
Mooloolaba, QLD 4557

Opening hours

  • 9:00am – 5:30pm Monday – Friday

Meeting methods

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

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523