Services

We understand that everyone’s needs and goals are different. Whether you are looking for financial advice to help achieve your long term goals or facing a life changing event, we are here to help you choose the right path.

At Bellwether Wealth Strategists we will provide you with strategies that allow you to take control of your own financial future. We build relationships with you and your family to secure each generation’s financial wellbeing.

We have a dedicated team of advisers, paraplanners and support staff to help deliver quality financial planning services to you.

Our offers

At Bellwether Wealth Strategists, our primary aim is to help you with your choices at every stage of your own financial journey so you feel in control.

Our offer to Wealth Accumulators

Our offer to Pre-Retirees

Our offer to Retirees

Advice we can provide

Strategies

Guidance on budgeting and goal setting

Savings and wealth creation strategies

Investment planning

Superannuation planning

Pre-retirement planning

Retirement planning

Estate planning considerations

Centrelink planning

Risk and insurance analysis

Business succession planning

Salary packaging advice

Gearing strategies

Products

Deposit and payment products (for example term deposits, cash management accounts and non-cash payment products)

Retirement income streams

Direct fixed interest

Retail & wholesale managed investment schemes

Socially responsible investments

Hedge funds

Master trust products

Superannuation products

Personal and group insurance

Business succession insurance

To help with all aspects of your Personal Financial wellbeing, we can refer you to our professional partners within our financial partner network:

Accounting
Legal Advice
Mortgage Broking and all aspects of banking
General Insurance