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Pure Wealth Management

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Pure Wealth Management

Overview:

We understand that choosing a Financial Planner is not a decision that should be taken lightly. Our goal is to work with you to help you achieve your goals; Because this is best achieved through a long term prosperous relationship, you need to feel confident that we can meet all of your expectations. To show you how confident we are with our planning process, the first appointment is absolutely free ! This way, we can sit down; with no pressure and no obligation.

At Pure Wealth Management, our focus is on you.

Pure Wealth Management is located in Mooloolaba, the heart of the Sunshine Coast. We have been helping people reach their full financial potential since 2002. Our team members are all committed to providing you with service standards which incorporate the code of ethics of the Financial Planning Association; integrity, competence, fairness, professionalism, confidentiality and compliance just to name a few.

All Advisers (Authorised Representatives) and Planning Assistants undertake regular ongoing training at the highest levels to remain at the forefront of the financial planning industry. In fact, you cannot become an Authorised Representative without successfully completing a Diploma in Financial Planning or Financial Services first.

We pride ourselves on being able to take the confusion and misunderstanding out of the financial arena and deliver a simple approach to wealth creation, debt reduction, superannuation (corporate and individual), retirement planning, life insurance and salary sacrifice. We like to establish an ongoing relationship with clients and take the time to educate them about their strategies and investments.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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