Providing You Money When You Need It Most

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.

Who Are We?

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.

Why Choose Us As Your Financial Planning Partner

You'll Have A Professional Team With 40+ Years Of Financial Experience Supporting You.

You'll Always Speak To The Same Person Who Understands Your Personal Situation.

You'll Gain Access To Our Broad Network Of Trusted Professionals To Further Support You.

What You Can Expect With Wealth West In Your Corner

How We Can Help You

Our most valuable gift is good advice & our advice is specialises in 6-key areas.

Retirement Planning

Retirement Planning

Are you nearing, entering or thinking about retirement? Do you know how much money is enough to support you when you decide to stop working? Be relaxed & ready for retirement by speaking to a retirement planning specialist to understand your retirement position today & be better prepared for when retirement comes.
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Risk Reduction

Risk Reduction

We never know what life has in store for us, and nobody enjoys pondering a worst-case scenario, but experience tells us that it pays to plan for the worst situation while expecting the best. What impact could an unexpected event have on your life, the lives of the people you love or leave behind. Reduce the impact of an unexpected event by ensuring you'll have money when you need it most by chatting with a risk reduction specialist today.
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Income Generation

Income Generation

Have you stopped, or are planning to stop working? Would you like to transform your superannuation or investments into an income stream that will fund your lifestyle? Make sure your money is being put to work and working as hard as it can for you by talking to an income generation specialist at Wealth West today.
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Wealth Building

Wealth Building

Let’s start by telling you what Wealth Building is not. It's not putting all your eggs into one basket or investing everything into your business. Wealth Building is about a holistic financial strategy that’s focused on minimising your risk while maximizing your return. Are you investing in your future today? Are you considering investing for the future today? Talk to a wealth building specialist today by clicking the button below.
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Tax Minimisation

Tax Minimisation

There are only two guarantees in life - death and taxes. While you should never avoid paying your fair share there are numerous ways that you can minimise the amount of tax you are paying legally. Have a consult with a tax minimisation specialist to explore what options are available to legally minimise the amount of taxes you pay each year.
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Legacy Planning

Legacy Planning

We all want to leave our mark on the world. When our time comes - we want to ensure that our entire life's work, along with our family, children and loved ones are taken care of. Legacy Planning is a strategy to plan to bequeath your assets to a loved one, next of kin or whoever you desire after you pass. Talk to a legacy planning specialist today to ensure your legacy remains long after you're gone.
SPEAK TO A SPECIALIST
Retirement Planning
Are you nearing, entering or thinking about retirement? Do you know how much money is enough to support you when you decide to stop working? Be relaxed & ready for retirement by speaking to a retirement planning specialist to understand your retirement position today & be better prepared for when retirement comes.
Risk Reduction
We never know what life has in store for us, and nobody enjoys pondering a worst-case scenario, but experience tells us that it pays to plan for the worst situation while expecting the best. What impact could an unexpected event have on your life, the lives of the people you love or leave behind. Reduce the impact of an unexpected event by ensuring you'll have money when you need it most by chatting with a risk reduction specialist today.
Income Generation
Have you stopped, or are planning to stop working? Would you like to transform your superannuation or investments into an income stream that will fund your lifestyle? Make sure your money is being put to work and working as hard as it can for you by talking to an income generation specialist at Wealth West today.
Wealth Building
Let’s start by telling you what Wealth Building is not. It's not putting all your eggs into one basket or investing everything into your business. Wealth Building is about a holistic financial strategy that’s focused on minimising your risk while maximizing your return. Are you investing in your future today? Are you considering investing for the future today? Talk to a wealth building specialist today by clicking the button below.
Tax Minimisation
There are only two guarantees in life - death and taxes. While you should never avoid paying your fair share there are numerous ways that you can minimise the amount of tax you are paying legally. Have a consult with a tax minimisation specialist to explore what options are available to legally minimise the amount of taxes you pay each year.
Legacy Planning
We all want to leave our mark on the world. When our time comes - we want to ensure that our entire life's work, along with our family, children and loved ones are taken care of. Legacy Planning is a strategy to plan to bequeath your assets to a loved one, next of kin or whoever you desire after you pass. Talk to a legacy planning specialist today to ensure your legacy remains long after you're gone.

Wealth Wests Results In Numbers

We’re very proud of our achievements and don’t hide them.

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Our Simple 6-Step Process

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.

Step 1

Introductory Consultation

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.

Step 2

Strategy Development

 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. 

Step 3

Plan Preparation

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.

Step 4

Plan Presentation

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.

Step 5

Plan Implementation

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.

Step 6

Ongoing Review

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.

Would You Like A Complimentary Consultation?

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 Our Founder

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.

Who We Are Best At Helping

Does this sound like you?

  • I’ve come into some money and I’d like to do something constructive with it.
  • I’ve acquired some money & assets but my situation is changing and I want to ensure I adapt to have the best financial outcome possible.
  • I want to protect what my family and I have in case something unexpectedly changes or happens. 
  • I’ve been involved in the financial space for a long time but I want to ensure my money is working as hard as it can for me. 
 

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.

Do You Have A Question?

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

Speak to a specialist today by calling our office or completing the form below. We’re looking forward to hearing from you.

Address

189 Chester Pass Road, Albany, WA, 6330

Hours

Monday - Friday : 9:00am - 5:00pm

Phone

(08) 9842 7925

Contact Us By Email

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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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