The Wealth Connection - Canberra
37 Canberra Avenue, Forrest ACT 2603
Location & Phone number
37 Canberra Avenue, Forrest ACT 2603, Australia
About the Business
Photos
Hours open
Monday:
9:00 AM - 5:30 PM
Tuesday:
9:00 AM - 5:30 PM
Wednesday:
9:00 AM - 5:30 PM
Thursday:
9:00 AM - 5:30 PM
Friday:
9:00 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I was recommended to The Wealth Connection by a friend. I’d been with my previous Super fund for a long time so I had some initial hesitancy about going with something different. Now I’m very glad I did! Monica was very generous with her time and talked me through every step of the process. She explained everything and put me at ease. She listened to what I wanted to achieve long term and her advice resulted in tax benefits, especially for my beneficiaries. Solo has also been extremely helpful and has always been on the other end of the phone if I’ve needed questions answered. TWC provides a personalized service - I never feel like an anonymous number. The advice has been solid and the client services have been excellent. Monica & Solo are friendly, helpful and really great to work with! They’re very professional but also fun. I’m very pleased I’m with TWC and highly recommend them to others."
"This was our first meeting at The Wealth Connection. On arrival we were met with a friendly greeting and were offered a coffee. Our adviser Monica, introduced herself and then asked us about what our goals were and what we are looking to achieve. She then got to work and laid out our current asset position on a whiteboard, which was really great since it helped us to visualise our current situation. Monica then went into detail about some of the strategies that we could consider utilising, again using the whiteboard so that we could clearly understand them. Whenever we had a “what if” scenario question, she listened and then explained what that strategy would look like in practice, as well as the pros and cons. Overall, it is clear that Monica has a great deal of knowledge in this industry and is a very friendly person. We had brought our 20 month old toddler with us and Monica was great with her and helped to keep her calm with a cookie and some paper to doodle on. I absolutely recommend Monica at The Wealth Connection to anyone looking for financial advice!"
"We used The Wealth Connection as our mortgage brokers, and Nik Preiner and Matthew Shepard were so professional and easy to deal with through the whole process. They were really responsive to all my questions and were always happy to chat over the phone or via email. The Wealth Connection is a great business and I would recommend them to anyone looking for financial advice or a broker!"
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