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Stevin Carvalho

Wealth Assure

16 Yrs Experience
Werribee, VIC 3030

I am delighted to have this opportunity to introduce myself as your dedicated financial advisor and mortgage broker. My name is Stevin Carvalho and I am here to guide you through every step of your financial journey, providing tailored solutions to help you achieve your dreams and secure a prosperous future.

At Wealth Assure, we understand that each individual's financial aspirations are unique. Whether you are a first-time homebuyer seeking the perfect mortgage plan or an experienced investor aiming to maximize returns, our commitment is to serve you with unwavering dedication and expertise.

  • *Our Services:**

1. **Personalized Financial Advisory:** As your trusted financial advisor, my primary goal is to understand your financial goals, risk tolerance, and current financial situation thoroughly. Armed with this knowledge, I will craft a comprehensive financial strategy tailored to your needs.

2. **Mortgage Brokerage:** Securing the right mortgage can be a daunting task, but with our specialized mortgage brokerage services, we simplify the process for you. I will leverage my extensive network of lending partners to find the most competitive rates and terms that align with your financial circumstances. Whether you are purchasing a new home, refinancing an existing property, or exploring investment opportunities, I will navigate the mortgage landscape on your behalf.

  • *Our Approach:**

1. **Client-Centric Philosophy:** Your interests always come first. I am committed to acting in your best interests,

2. **Expertise and Experience:** With years of experience in the financial industry, I am well-versed in market trends, mortgage products, and investment strategies. I continuously update my knowledge to stay ahead of the curve, ensuring you receive the most informed advice.

3. **Long-term Partnerships:** Building lasting relationships with my clients is paramount to me. As your life evolves and financial needs change, I will be here to adapt your financial plan accordingly, providing ongoing support and guidance.

  • *Why Choose Us?**

1. **Holistic Approach:** We believe in addressing all aspects of your financial life, connecting the dots to create a holistic plan that leads to financial security and prosperity.

2. **Integrity and Trust:** Our values are rooted in integrity, honesty, and trust. You can rely on us to provide unbiased advice, with your best interests at heart.

3. **Results-Driven:** Your success is our success. We are dedicated to delivering tangible results and empowering you to make informed financial decisions.

I am genuinely excited about the prospect of working together to unlock your financial potential and help you achieve your goals.

Thank you for considering me as your financial advisory and mortgage brokerage partner. I am eager to embark on this journey with you and make your dreams a reality.

Looking forward to meeting you soon!


  • Insurance Protection
  • Property Investment
  • Borrowing

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualification
    • Bachelor of Commerce (Financial Acccounting and Auditing)
  • Language spoken
    • English

Wealth Assure

2 Baloo Walk
Werribee, VIC 3030

Meeting methods

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

Licensed by

Australian Mortgage And Financial Advisers Pty Ltd

AFSL 389206