Wealthshore

About

WealthShore offers personalised financial advice to Australians at every stage of life. Their approach centres on listening and understanding each client’s unique circumstances before developing a tailored plan, whether you’re starting out, growing your wealth, or preparing for retirement.

The team at WealthShore focuses on holistic advice that covers not just your finances, but also your lifestyle goals and future plans. Many clients appreciate the long-term relationships built here, often referring friends and family for the same supportive guidance.

What Wealthshore offers

• Financial planning and strategy development
• Retirement planning and lifestyle advice
• Aged care financial guidance
• Goal setting and progress reviews

Why choose them

• Locally based team with a personal approach
• Part of the RI Advice Group network
• Holistic advice that considers lifestyle and relationships
• Trusted by clients who refer friends and family
• Support for all life stages, from starting out to retirement

More financial advisory nearby

Contact

Phone

03 5561 5855

Address

103 Henna St, Warrnambool VIC 3280

Website

wealthshore.com.au

Hours

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