WealthCare Financial Solutions Pty Ltd

HOW WE WORK We will look after your financial affairs providing you peace of mind using strategically superior solutions. We will act ethically, honestly and always in your best interests. Our advice is and always will be free from bias. WHAT YOU GET WITH WEALTHCARE SOLUTIONS: 1. Delivering on our commitment When we make a commitment to you; we will deliver. We will return your calls and emails and provide you with an effective customer service experience, both initially and during our relationship. 2. You be won’t bamboozled with jargon We will use simple to understand language and provide you with advice in a clear and concise manner. Prior to proceeding we will ensure you feel confident about information you received. 3. Transparency of fees disclosed in writing All fees and costs are clearly disclosed to you in writing. You will only be charged a fee for advice and ongoing fees which are in line with the complexity of the advice, the time taken to prepare, implementation and management of the strategies, and the value the advice brings to you – which you will clearly understand and we will openly demonstrate. 4. Strategic approach to your specific needs It is important that you understand your individually developed strategy for your specific needs. We seek to help you achieve your lifestyle goals by ensuring you take advantage of the best strategic advice available for you. Us as company, are not tied to any particular product provider which ensures that we focus on your strategy first and then, with the help of quality independent research, select appropriate investments and personal insurances for your specific needs.

Address: Suite 1, 741 Main Road, Eltham, VIC 3095, Australia

Phone: +61 3 9439 9977
FAX: +61 3 9439 9933