We’re wealth planning & retirement specialists who help you get control over your finances, minimise your risk and put your money to work. For 40+ years, we’ve helped 500+ clients navigate the financial world and create a better tomorrow by using our simple 6-step process. We can do the same for you.
We’re a team of financial planners who specialise in wealth building & retirement planning for Australians of all ages.
Since 1980, we’ve had the pleasure of being able to help over 500+ clients move into a better position as a result of our personalised financial advice, planning and implementation.
As specialists, we’re focused on 6-key areas of service, and for 40+ years, we’ve been refining our processes to achieve the best outcomes possible for our clients consistently.
If you want to improve or secure your financial position, get more out of life & ensure your money is working hard for you – reach out to Wealth West for an obligation free, initial consultation.
Our most valuable gift is good advice & our advice is specialises in 6-key areas.
We’re very proud of our achievements and don’t hide them.
For over 40+ years we’ve been refining our proven process to help hardworking Australians bring their financial vision to life.
See the 6-step process we follow to create lasting results down below.
We’ll begin with an introductory consultation to get to know one another and discuss your unique personal and financial interests as well as your current financial picture. If it sounds like we’re a good match for your needs – we’ll schedule another meeting to dive deeper into your unique situation.
Now that we’re better acquainted, we will take a deeper dive into identifying your values and financial vision. By discovering what’s important to you, we can help create a distinct roadmap of how to get there as well as exploring all the options you can consider.
Next, once we’re on the same page with where you’re looking to go and the strategy to get you there, we will gather all the information from our sessions together and organise it into a detailed, personalised financial plan that has been custom made for you to help bring your unique financial vision to life.
At this time, we’ll present the strategies & plan that have been carefully designed to support your unique aspirations and financial goals. Once we’ve discussed your needs, defined your strategy and created your plan – we’ll seek your confirmation and discuss with you how to implement this plan.
To implement your plan, we first get the proper authorities to act on your behalf. Then we get to work executing the details of your plan which may include actions such as amalgamating super, purchasing of insurances, commencing income streams, applying for Centrelink or pension entitlements – whatever your plan entails, we can implement it for you.
Over time, your situation is likely to change. Sometimes things change at a fast pace & in ways which are beyond your control. We are here to support you through these ongoing changes. Each year, we will offer an annual review, and let you know of any changes that you need to know about. If your situation changes and you need to talk to us, we’re here to help you.
Reach out to a Wealth West Financial Planning specialist for a complimentary introductory consultation. During this consultation we’ll to get to know one another, discuss your unique personal and financial interests as well as your current financial picture, to see how Wealth West can be of service to you.
Meet Trevor Garland – the founder of Wealth West and the financial planner who you’ll speak with during your complimentary consultation.
Trevor helps hard-working Australians maximise their earning potential during their working years while also getting them control of their retirement planning, superannuation, managed investments, insurances and estate planning.
He does this by providing quality advice, personalised services and practical ideas to deliver superior solutions.
Does Trevor sound like someone you would like an obligation free discussion with?
Reach out to Wealth West to schedule a time to speak to Trevor today.
Does this sound like you?
If one of these situations sound like you, you’re who we are best at helping.
Reach out to the team at Wealth West for a FREE, no-obligation consultation with a financial planner and see how we can provide value to you.
The initial meeting or phone call is complimentary. If we both agree that our service will be of benefit to you and you wish to proceed, then our fees will be advised in advance of any work done.
We also offer a fixed-term service agreement for you to engage us on an ongoing basis to assist you with your strategies.
How long is a piece of string?
The 6 step process may take considerable time depending upon the information that you supply us, the research that is required to be investigated by us, the strategies, the advice and then the implementation of these strategies (if needed).
The sooner you take the first step, the sooner we can assist you with securing your financial future.
Reach out to our team to learn more and start the process today.
You can attempt to do most things yourself; however, the most significant harm from doing something yourself often comes from the fact that you don’t know what you don’t know.
For most people, subjects such as life risk insurance and investing for the future can be very confusing, and they are not something anyone wants to get wrong.
While you might save money today by doing something yourself and not paying for advice or strategies to guide you – it might cost you significant amounts in the future.
With our long-term financial goals – we often only get one shot at it.
We can’t turn back the clock and create more time to recover from a mistake, and we at Wealth West often can’t undo something a client unknowingly has implemented themselves without consultation.
If you’re thinking about doing this yourself – at least have a conversation with a financial planning specialist on our team.
The first conversation is FREE with no-obligation and who knows, you might feel more confident to go it alone after that chat.
If you want someone who has years of experience in financial planning, spends their days staying up to date with complex Australian legislation and the details of financial products – then we’re for you.
Our first discussion is always FREE and you are under no-obligation.
We’re committed to giving clear, transparent advice and our client’s benefit from having an experienced recommendation either as a review or by the creation of a new financial plan.
We’re told that we’re a pleasure to deal with, and if you don’t like what we have to say after our first conversation or the results we’ve generated in the past, you can choose not to move forward with us.
A risk profile is an evaluation of a person’s willingness to take risks
It is important for determining a proper investment asset allocation between growth investments and conservative investments.
Many investors who hold superannuation and outside superannuation investments are not aware of their risk profiles and often invest in more aggressive investments, with the risk of losing capital or too conservative and may not even obtain reasonable returns.
It is vital to determine your risk profile while creating your financial plan.
Unfortunately, we can’t comment on your prior experience but I’m sorry to hear that it wasn’t a good one.
What I can do is tell you about our advice.
The advice that we give is in writing and we work with your other professional advisers to ensure that our recommendations are tailor made for you, taking into account, your goals and your objectives.
We also strive to ensure that your experience with us is enjoyable and also educational for you
We are required to comply with the best interests duty by law, which is contained in the Corporations Act, which puts your interests ahead of our own.
Take the first step to see if we are different by booking in your FREE, no-obligation consultation with a Wealth West specialist today.
Speak to a specialist today by calling our office or completing the form below. We’re looking forward to hearing from you.
Privacy | Financial Services Guide Part 1 | Part 2
Disclosure: Wooddale Pty Ltd ABN 29 105 630 359 Trading as Wealth West is a Corporate Authorised Representative of MILLENNIUM3 FINANCIAL SERVICES PTY LTD, (ABN 61 094 529 987) Level 6, 161 Collins Street, MELBOURNE VIC 3000 – AFSL 244252
General advice warning: The information within is general advice only, prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to products mentioned before making any decisions. The information contained on this website is for Australian residents only.
Last Update – 20/10/2021
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