Specialising in Superannuation, SMSF & Insurance

EXPERT
FINANCIAL PLANNING

30+ Yrs Experience

Holistic Approach to Wealth Creation & Protection

Providing Peace of Mind

Inspiring Lifestyle & Financial Freedom

30+ Yrs Experience

Holistic Approach to Wealth Creation & Protection

Providing Peace of Mind

Inspiring Lifestyle
& Financial Freedom

OUR SPECIALTIES

SUPERANNUATION

When it comes to your super, ensuring you have the right set-up to suit your needs is very important. The right choice for you is dependent on many factors including your age, investment experience, tolerance to risk, needs and objectives.

SMSF

With a Self-Managed Superannuation Fund (SMSF), you take control of your retirement savings and investments. Just as you prioritize protecting your loved ones and income, your SMSF empowers you to build a robust retirement plan that aligns with your goals and aspirations.

INSURANCE

You never know what life is going to throw at you. While no one likes to dwell on the negative, looking after your loved ones and protecting your income in the event of adversity really should be a top priority.

OUR PROCESS

What people are saying

Pia Devriendt
Pia Devriendt
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I had a great gentleman Connor set up my super he explained everything in a way that was easy for me to understand. Connor helped me through the contracts via email and was very patient with me as we went along as I'm not the most computer savy person. Connor rings me and lets me know of the progress I'm making with the account and always with pleasing results. I highly recommend this service.
Janis Angelo
Janis Angelo
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Great service, by a great team!! Answered all my questions & helped me navigate my Super A special shout out to Jeremy who went above & beyond to assist Give them a call, you wont be dissapointed 🙂🙂🙂
Chris Carrasco
Chris Carrasco
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Alex and the team helped me locate some missing super I had out there. They were very helpful and explained everything in simple terms. I now have all my super in the one place and it's working a lot better than the default set up I was previously in.
Anthony Peters
Anthony Peters
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Very professional and really know the super and investment market they don’t just talk to you once to get your money but always check to ensure I am happy with their service would recommend them to anyone looking for a better super investment solutions.
Aaron Jack
Aaron Jack
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Helped consolidate my super into the one place after years of being unorganised, great value and assistance!
Renee Weatherall
Renee Weatherall
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Called when they said they would and certainly seemed like they cared about my future super
Vanessa Novido
Vanessa Novido
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Talking to superannuation companies can be a nightmare to deal with but with True Wealth Wow so professional and will do anything to help you I would recommend True Wealth to anyone
Derren Den-Ridder
Derren Den-Ridder
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Jeremy at True Wealth did an amazing job at finding my super and rolling it all into one account. I highly recommend True Wealth for all your super needs.
John Logan
John Logan
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Taylor from true wealth was exceptional to deal with. A high level of professionalism and integrity. I can not speak highly enough for taking care of my super to ensure my family is taken care of. Effective communication was a high level and showed he cared.
Rhian khan
Rhian khan
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Knew all my details and really interested in making sure I get everything possible out of my super
Brad Bennett
Brad Bennett
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Great service as always
Min jemal
Min jemal
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My experience with Mitch has been seamless … He has been very attentive and explained everything to me in a clear concise manner which was easy to understand. He is always committed to follow through and responds promptly with any additional information I have requested. Keep up your AMAZING work Mitch, well done. Best regards, Minever JEMAL
Brandon Metzer
Brandon Metzer
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Just a big shout out Mitch for his excellent service Many thanks Mitch
Tracey Moerkerken
Tracey Moerkerken
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Jeremy has been very helpful and has great communication skills.
Peter John Roberts
Peter John Roberts
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everything I asked for was completed quickly and with ease. thankyou for such an easy transition in my super
Barry Vale
Barry Vale
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Very professional service from staff who make you feel welcome .
daryl evans
daryl evans
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Excellent communication and Amazing problem solving. Great people to work with.

OUR STRATEGY

PLAN

Wherever you are in the process of building wealth, you need a plan. That's why we design personalised blueprints for wealth. From budgeting to estate planning, we'll design the right plan for you.

BUILD

Building wealth begins with a foundation of smart budgeting. As your cash flow grows, we'll make strategic investment decisions that position you for the retirement you deserve

PROTECT

We'll help you safeguard what you've earned. That means we'll reduce your risk with the right insurance coverage and make sure you never overpay taxes.