We build long-term relationships with our clients, helping them reach their financial goals no matter what stage of life they’re at. We’ll help you implement your plan and review your progress to keep you on track over time.

Below, some of our clients talk about their experience with us.

“I was a little sceptical as first, with Wealth Plus but my adviser has been pivotal in placing my feet on the right financial tracks.  It were not for him I would be still lumbered with a big credit card debt and just heading down the wrong direction.  He has always been kind, courteous, knowledgeable and attentive.  I would recommend him to anyone who is interested in getting their financial affairs together.  It is a little bit like finding a good accountant or doctor.  You keep coming back”
David Piscopo
SharePoint Programmer

 

“We have experienced the comfort of having someone in the know to talk to, rather than listen to the Layman’s confused advice and interpretation of changes. This is a benefit which far outweighs the cost while the improved investment return has raised the possibility of achieving our goals earlier than previously envisaged”. 
Paul Mackell

 

“We have been provided with timely and sound advice over some time which has led to increased investment value, in a strategically considered approach, providing my wife and I with great comfort in the knowledge that our future income is being well managed. Importantly, the advice is linked to our current tax and accounting requirements. This one stop shop approach has worked very well for us”.
Bruce Larson

 

“Since inception of our superannuation fund we have found our adviser to be very helpful. His explanation and knowledge of the super fund has put us at ease at all times and nothing is too much trouble. Our returns have been above our expectations and I trust that this will continue in the future”. 
Russell Chivers

 

“Very recently Bob represented me in a delicate financial situation. I had complete faith and trust in Bob during this time and found him to be professional at all times but also very personable. My financial situation is now in the process of being given a complete overhaul with excellent advice provided by a caring, ethical and consummate professional. I feel completely confident in dealing with Bob with my financial future”. 
“I would recommend  Bob and Wealth Plus Solutions as a great financial planning solution to anyone”. 
Julie Scarce

 

I have been a client of Wealth Plus now for 10 years.  Wealth Plus has helped me consolidate my many super accounts and lost super accounts.  They have also helped me  re-structure my insurances.  I have been recommending Wealth Plus for a as long as I have been a client. Without Wealth Plus, I wouldn’t be where I am today.

Clive Fondyke