Wealth Collective Financial Advice was founded in 2019 with one end in mind - financial advice done differently.
No BS. No product pushing. No hard sell.
Our process is simple.
We help you get crystal clear on your goals, look at where you are now, where you want to be and what's stopped you getting there.
We then research and model your options and create a detailed road map that balances financial structure, money success and lifestyle.
Our clients have more confidence, clarity and peace of mind, because the strategies we help them implement get results fast.
Wade holds a Bachelor of Commerce (majoring in Accounting & Finance), an Advanced Diploma in Financial Services (Financial Planning), as well as Certified Financial Planner (CFP).
He is a member with the Financial Planning Association (FPA) and Tax Practitioners Board.
He is also a Platinum adviser on independent ratings website Adviser Ratings, with an average Customer Rating of 99%.
All fees will be discussed in the initial free consultation so you can gauge whether you want to continue with the process
Wade provided expert service throughout all areas. His communication is outstanding and he provides expert and proven advice.
Wade was very knowledgeable in assisting me decide on the best possible super and income protection fund. I feel confident that he has helped me choose the best funds for my circumstances.
I had very little knowledge of superannuation and insurance, so Wade’s expertise and patience were very much appreciated. He explained it all in a way that was easy to understand, and was happy to answer any questions I had.
Wade was very approachable and efficient in an area that my husband and I had little knowledge in. He was able to provide succinct advice which was tailored to our individual circumstance. The way in which he provided information made it very easy to follow and comprehend! It was a pleasure to work with Wade.
- Adviser status Platinum
- Number of reviews 27
- First year providing advice 2011
- Years of experience 12
- Bachelor of Commerce (Accounting)
Wealth Collective Financial Advice67 Howe St
Osborne Park, WA 6017
- In person
Wealth Collective Adviser Services Pty Ltd