A Bit About Us...
WealthCircles Financial Pty Ltd offers a simple wealth creation solution for individuals and families.
Investment, Superannuation, and Life Insurance are our actual financial products, and in these areas we are not aligned with any specific institutions or product providers.
Our focus is to provide people with access to financial products and services that make sense, firstly so you’ll know exactly WHY you’re acquiring them and secondly to maximise your wealth creation through prudent management of your assets. We are your partners wealth management.
Ultimately, the goal in any wealth creation plan is to reach a level that we call CRITICAL MASS – or what most people call “financial freedom” – where the income from from your investments exceeds your job income, and continues to expand with the least amount of effort or input on your part.
In 2016, 29 per cent of Australians are financially unfit – which means they typically struggle to meet regular payments, carry lifestyle debt, have limited insurance and/or no financial plan. In contrast, 9 per cent are super fit financially – they’re in control and can make the choices they want.
Our focus is to assist you in becoming financially fit or even super-fit category through the logical acquisition of growth and income producing assets for both your long term (Super) and short term goals. And, to protect your assets and your family from any unforseen life events (i.e. life insurance products).
Chief Investment Officer
We are passionate about our mission and we are continually looking for ways to both improve our service and refine our strategies. We’ve taken the hard work and complication out of the financial world and provided our clients with the shortest path to prosperity.
WealthCircles Financial Pty Ltd is a privately owned company, and operates almost entirely online. This allows us to keep our expenses low and within the realm of many more Australian’s looking for a simple solution to the otherwise complicated world of financial services and wealth creation.
Operating under a General Advice only license, WealthCircles Financial Pty Ltd aims to bring high performing wealth creation strategies to a marketplace of people who would not normally seek out a full service financial planner. Our online process means our clients can get all the information they need to make an informed decision without all the hassle and expense.
WealthCircles Financial Pty Ltd is a corporate authorised representative of AvalonFS Pty Ltd, who is licensed under Australian Financial Services Licence number 437518. For more information on what constitutes General Advice, or to access our Financial Services Guide (FSG), please see the footer of this page.