Regional Wealth
Overview
Regional Wealth specialises in superannuation and retirement advice, working with clients across Strathfieldsaye and the wider region. With over 15 years' experience in the industry, the team offers guidance that's both practical and easy to understand, whether you're just starting to think about retirement or already planning your next steps.
Advice is tailored to each person's needs, ranging from quick, factual sessions to in-depth, personal strategies. Regional Wealth prefers to use larger super funds and wholesale managed funds, and they're upfront about fees - charging by the hour for general advice, and a set fee for comprehensive Statements of Advice. It's a straightforward, client-focused approach designed to help people make informed decisions about their financial future.
What Regional Wealth offers
Superannuation and retirement planning consultations
Personalised Statements of Advice
Investment strategy sessions
Self-managed super fund (SMSF) advice
Asset structuring and estate planning guidance
Insurance advice within superannuation
Ongoing portfolio reviews for regular clients
Location
79 Liebig St, Warrnambool VIC 3280
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