Wealthfarm is a leader in the financial services industry and provides our clients and the broader community with education and solid advice to empower people to achieve their lifestyle dreams.
The Wealthfarm Group includes Wealthfarm Financial Planning, Wealthfarm Accounting, Wealthfarm Finance and Wealthfarm Property Services. At the helm is our Chief Executive Oficer, Nicholas Sinclair, who was a finalist in the 2010 and 2011 AFA Adviser of the Year awards. Nicholas Sinclair is now accredited as one of the top 6 financial planners in Australia.
With offices in Brisbane, Gold Coast and Mackay, we believe the first step to securing financial freedom is a solid financial plan. To reach your desired lifestyle goals we provide tailored, committed and intensive solutions that are both realistic and understanding.
With a history of delivering strategic advice to our clients for more than 25 years, we offer clients a team of professional financial planners, accountants, finance broker and property buyers’ agents - all dedicated to achieving results.
It’s about achieving maximum returns with minimum risk. We understand that circumstances change throughout life. Our philosophy is that it takes a long term cooperative partnership to achieve your financial goals.
What you have is just the start, what you do with it is the difference!