We Helped A Client Like You Build $584,000 In Extra Wealth In Just Seven Years

Book a FREE 30-minute strategy session with our senior advisers now to see how we could help you

What Are You Really Earning, Saving And Investing For?

You’re on this page right now because you’re looking for a Financial Adviser who can make fundamental and lasting changes to your financial trajectory. If you’re not here for that, then our services are not for you. Because Wealth Built Right only helps clients who are serious about defining and attaining life goals — not just financial ones.

We mean having the financial freedom and flexibility to create a comfortable retirement.

We mean being agile enough with your money that you can lend your kids funds to help them improve their lives.

We mean the ability to take an overseas holiday every year for the rest of your life.

If those things sound appealing to you, then read on.

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Financial Planner in Melbourne

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We Specialize In Catapulting Our Clients HUNDREDS Of Thousands Of Dollars Ahead Of Where Other Advisors May Land Them

Wealth Built Right’s dedicated team is extensively qualified and experienced to reshape your financial future. For example…

One of our clients came to us with a net position of $ 514,000 excluding their own home. That’s investment property, shares, savings, loans and super! After just seven years working with us, this client had improved their net position to $ 1,098,000.

That’s while taking holidays, renovating their house, helping their son buy his first home AND having the confidence to remain in control of their finances even as markets trembled. In other words, we helped them grow their net wealth by about $ 83,000 a year while creating more freedom and flexibility in their life.

If you’d like us to show you EXACTLY how we could do that with you, then hit this link now…

Tailored Advice With Completely Transparent Fees

Wealth Built Right works with you one-on-one. Unlike the banks or big name financial advice firms, we don’t pedal products or take a cut of the gains we aim to make for you. Rather, we work for a flat fee. And we go far beyond just helping you improve your saving and investment skills.

  • Set and achieve realistic goals: We firmly believe in grounding your financial strategy in achieving a pragmatic, realistic vision of retirement while enjoying life along the way.
  • 25 years experience backed by extensive training and qualifications: Some firms in our industry bring nothing more than an online diploma to the table. Our people hold a Bachelor of Business Accounting, a Diploma of Financial Planning, plus a Certified Financial Planner qualification (there’s more, but we don’t want to bore you!)
  • We’re here to help every step of the way: We believe in frequent and open communication with you. Your circumstances and goals can change. So we see our clients more in a year than some of our competitors would in a decade.

Ready to learn more? Get in touch for a FREE 30-minute strategy session with one of our senior advisors now.

“Clarity on my goals and aspirations…”

“With your advice and support I have unpacked my financial situation, gained clarity on my goals and aspirations and am now planning in a really concrete and pragmatic way. This has been really helpful, the financial management and advice functions you perform for me have both freed me up and provided financial confidence allowing me to function more productively in my role as a senior executive and as a person.”

Annie O’Loughlin

Let’s Chat For 30 Minutes – FREE – And See How We Can Help!

If our approach to building wealth resonates with you, then we should talk. Over a no-obligation 30-minute phone strategy session, we’ll determine exactly what you need to do to progress to where you want to be.

We’ll discover your financial pain points. We’ll discuss — generally — the sorts of things we’d recommend you change and implement to improve your position. And we won’t offer our services if we don’t 100% believe we can help increase your wealth and financial confidence.

So fill in this short form, hit the link and let’s chat!