We Helped A Client Like You Build $227,000 In Extra Wealth In Just Six Years

Book a FREE 30-minute Financial Health Check with our senior advisers now to find your hidden money

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, and a FREE Financial Health Check could help, then read on.

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Financial Advice in Geelong

There are many different occasions in life when it is a good idea to seek expert financial advice.

Whilst improved access to information now means that it’s easier than ever for individuals to educate themselves on the financial market and gain something of an understanding of how it operates, it also means that it’s easier than ever to find yourself flooded with information that you don’t fully understand.

Therefore, it’s important not to be complacent, especially when you’re considering making significant investments or taking financial risks.

Of course, consulting friends and family members who know more than you do about finance is always a useful thing to do, and it never hurts to use the internet and other tools to do some background research of your own. But before you make any major decisions, you should always consult a professional financial advisor.

Geelong residents who are considering retirement, taking out a mortgage or for whatever reason looking to invest a lump sum can always be confident that they’ll receive impartial expert advice when they choose Wealth Built Right for their Geelong financial services.

 

Why to Work with a Financial Advisor in Geelong

When it comes to getting reliable financial advice, Geelong locals can always have more confidence in a qualified financial professional than they can in any other individual.

Not only will reputable companies specialising in Geelong financial services be able to provide excellent long-term advice, but they’ll also be able to provide on-going support and invaluable financial management solutions.

Here at Wealth Built Right, we’re proud of the fact that so many of our customers see drastic improvements in their financial situations after acting on the advice they received from our advisors.

But we also understand that increased wealth often leads to increased pressure in some areas of life – and this pressure often comes in the form of third parties seeking to capitalise on our customers’ success by asking for donations and investments etc.

That’s why we provide a fully comprehensive financial management service, including a personal financial manager for our customers to direct inquiries to – removing the stress and guilt associated with having to decline appeals for charity or partnerships.

 

The Best Financial Services Geelong Has to Offer

If you’re looking for financial services in Geelong, you’ve come to the right place. When they come to us for financial advice, Geelong customers can rest assured that they’ll receive personalised advice and guidance from a member of our friendly and professional team – not just generic, standardised tips.

So if you’re ready to take the first steps towards achieving your financial goals and enjoying the freedom associated with doing so, just get in touch with a member of the team today.

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We Specialize In Finding Your Hidden Money And Catapulting You HUNDREDS Of Thousands Of Dollars Ahead

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 six years working with us, this client had improved their net position to $ 1,325,000.

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 $ 38,000 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 Financial Health Check with one of our senior advisors now.

Get Your FREE Copy Of Our Report ‘3 Money Murdering Mistakes To Avoid

Discover the day to day money butchering mistakes most people make when investing in their retirement.  We’ll also reveal how you can avoid them so you can retire wealthy, healthy and wise.




“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 Find The ‘Hidden’ Money You Never Knew You Had!

If our approach to building wealth resonates with you, then we should talk. Over a no-obligation 30-minute phone Financial Health Check, we’ll determine exactly what you need to do to get your finances to where you want them to be.

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 – cost free, and obligation free!