Regional Wealth

About

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

Why choose them

• Over 15 years of industry experience
• No commissions—any received are donated to charity
• Transparent, upfront fee structure
• Flexible meeting options including online appointments
• Located in Strathfieldsaye, Victoria
• Evening and weekend availability to suit busy schedules

More financial advisory nearby

Contact

Phone

03 5561 1226

Address

79 Liebig St, Warrnambool VIC 3280

Hours

• Monday9am – 5pm
• Tuesday9am – 5pm
• Wednesday9am – 5pm
• Thursday9am – 5pm
• Friday (today)9am – 5pm
• SaturdayClosed
• SundayClosed