About
Belfast Wealth Management is a boutique financial services firm based in the heart of Port Fairy. The team lives and works locally, drawing inspiration from the town’s historic wharf, old buildings, and laid-back coastal lifestyle. Their approach is personal and grounded, with a focus on helping clients map out their financial future - whether that means planning for retirement, building an investment portfolio, or securing the right home loan.
Clients can expect a friendly chat and practical advice, tailored to the realities of life in regional Victoria. Belfast Wealth Management offers both financial planning and mortgage broking under one roof, making it easy for locals to access a broad range of expertise without leaving town.
What Belfast Wealth Management offers
- Financial planning consultations
- Investment portfolio management
- Superannuation and SMSF advice
- Retirement planning strategies
- Life, trauma, and income insurance advice
- Home loan broking
- Investment property loan assistance
- Refinancing and debt consolidation support
- Asset finance solutions
What people say
Customers rave about Belfast Wealth Management’s friendly, professional service and clear communication. Several reviewers mentioned Amy for her knowledge, responsiveness and guidance, especially for first home buyers and anyone needing extra support. People highlight how well the team explains options, keeps them updated and negotiates with lenders to secure suitable outcomes.
Popular services include mortgage broking, home loans, refinancing, financial planning, investment solutions, super and insurances, plus wealth creation advice. Reviewers value the tailored approach, timely follow up and willingness to go above and beyond, with many noting smooth processes and confidence in their decisions.
Why choose them
- Locally owned and operated in Port Fairy
- Two convenient shopfronts on Bank Street
- Personalised, community-focused service
- Authorised representatives for financial planning and mortgage broking
- Easy access for walk-in enquiries and appointments
Contact
- Phone
- 03 5568 2940
- Address
- shop 4/22 Bank St, Port Fairy VIC 3284
- Website
- belfastwealth.com.au
Hours
- Monday8am – 4pm
- Tuesday8am – 4pm
- Wednesday8am – 4pm
- Thursday8am – 4pm
- Friday (today)8am – 4pm
- SaturdayClosed
- SundayClosed
Suggest an update
- 1 · Tell us
- 2 · We check
- 3 · Live