Our Services

It doesn’t matter what stage of life you are at, Wealthfarm can recommend a strategy that will help you reach your financial goals effectively and efficiently. Wealthfarm provide the following services that will enhance your experience in developing a strategy for your individual lifestyle requirements.

Personal Insurances

Are you protected for the unexpected? We all think "it will never happen to me", but unfortunately it can. It has never been more important to have insurances in place to protect the well being of yourself, your partner and your family. These may include income protection insurance, trauma insurance, Total and Permanent Disability and Life insurance. In most cases your insurance payments can be debited from your superannuation fund.

Debt Reduction Strategies

Wealth Creation

No matter what stage of life you are at, there is always the next step to prepare for. It could be as important as buying your first investment property, ensuring a quality education for your children, wanting a comfortable retirement, protecting your business or securing a happy and healthy future for you and your family.

You don’t need a lot of savings to get started. Accumulating wealth is a process and the sooner you start, the sooner you achieve your goals. Contact us today on 1800 WORK IT to start your journey to financial freedom.

Pre-Retirement Strategies

With superannuation legislation constantly changing, there are many positive outcomes pre-retirees can benefit from. Many pre-retirees are creating Self Managed Superannuation Funds (SMSF) that have many financial benefits.

Retirement Planning

Many planning for retirement rely purely on an age pension to fund their retirement years. Are you prepared to take a big pay cut? Government pensions are not designed to replace your working income which is why they introduced compulsory employer superannuation.

It’s your retirement so it is up to you to make the change to ensure you are making solid plans for your future. The earlier you start the better lifestyle you’ll enjoy when you retire. It’s not as far away as you think. Call us today on 1800 WORK IT.

Estate Planning (Personal Succession Planning)

Self Managed Superannuation Advice

Business Succession

What will happen to your business if something happens to you? Are your family and employees protected? If you are in a partnership, what happens to you if your business partner is unable to work? To protect your business, employees and your family you must have a buy sell agreement and business succession plan in place. Contact 1800 WORK IT for more information on how to protect your business.

Workplace Financial Planning

Many Australians are struggling financially with record amounts of personal debt creating high levels of stress. Stressed employees are not 100% focused on their jobs, which affects the profitability of your business. This is where we come in. Our Workplace Financial Education Program is an ongoing FREE education service that teaches your employees how to best manage their financial situation. The best part is, we come to you.