The Australian dollar has pushed higher, helped along by continued strength on share markets. At 1700 AEST on Friday, the … Continue reading “$A helped by continued strength on share market”
Helping individuals and couples plan their financial future
Its tailored – its focused so you can have it all
We take time to understand your aspirations and chart the course to achieve them
It's all about you
Affording the lifestyle you want now and in retirement can be yours.
It’s never too late, you deserve it!
More than a plan - it’s the easiest way to organise your financial worries so you can enjoy life.
- Superannuation PlanningSuperannuation Planning
Your gateway to a better Retirement, save $$$ in fees boost your super balance today
- Risk Management & InsuranceRisk Management & Insurance
If something happened yesterday would your family be protected financially now or in the future?
- Retirement AdvisoryRetirement Advisory
Take the guesswork out of your Retirement Plans and Plan to Retire in style
- Aged Care AdvisoryAged Care Advisory
It’s never the right time, making informed decisions will make sure your loved ones get the best care possible.
ABOUT WOLLEMI WEALTH MANAGEMENT
We focus on offering affordable Financial Advice for everyone.
Our services are tailored to improve your financial situation.
We believe in developing honest open relationships with our clients so you only pay for the advice you receive.
Working with a Financial Adviser can give you the confidence and peace of mind knowing your financial future is secure.
That’s our promise to you.
Why Choose Us
13 years + experience in financial services and planning
30+ Years Industry experience - Commercial - Energy - Mining
Australia wide clients
Independent advice and we come to you.
What Client Say
Consolidating my super was so much easier having someone take care of it for me. Now having just one fund, it’s a lot easier to see my balance grow.Melbourne
Mark & Gemma
First it was just Mark’s Super, it was an easy choice to consolidate my super and let Mark manage it as well. We’re saving on fees and with little kids it’s great to have our Financial Adviser come to our home for meetings.Wallerawang
Wayne & Shalene M.
Mark has been there every time when we needed him, our whole world changed when I lost my job, the transition to Retirement was seamless and now we are enjoying our life together and we know our Pension is well looked after.Lithgow
Nigel & Joy H. Llanarth
We really enjoy dealing with Mark, he’s always looked after us and we trust him. That’s an important quality we felt from the start.Bathurst
I’m too busy to research the right financial products to create my wealth – Mark has helped me get the right products and services for me without the fanfare of a bank or large institution.
I felt very confident that Mark was handling my super. Very professional and prompt. I felt reassured following his advice on all my financial situations. Pleasure to be doing business with him.
Q. I have an Income Protection policy with a Lifetime Benefit that I have had policy for over 10 years. … Continue reading “Income Protection – how much is enough?”
- Superannuation Planning