Wealth Management West
6 Zaraffa Avenue, Shoalwater WA 6169
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
About the Business
Welcome to Wealth Management West, a leading institution in accounting, establishment, finance, and a point of interest in Shoalwater, Australia. Located at Zaraffa Avenue 6, our institution is dedicated to providing exceptional financial services tailored to meet your unique needs.
At Wealth Management West, we believe in creating a personalized experience for our clients. Our goal is to develop a structure that breathes with you and suits your personality. With our superannuation services, we ensure that your financial plan compliments your life and lifestyle, offering flexibility, independence, and full control.
Managing your own Self Managed Superannuation Fund (SMSF) has never been easier. We understand that your SMSF should have its own personality, evolving with you as your life progresses. Our team of experts will guide you through the process, assisting you in creating a fund that aligns with your goals and aspirations.
At Wealth Management West, we value the relationships we build with both our colleagues and clients. We believe in the power of connection and the satisfaction that comes from helping others. Our commitment is to act in your best interests at all times, within the parameters of our agreement with you. With our SMSF administration service, we ensure that every aspect of your administrative needs is taken care of.
As the first prize winner of our most recent competition, you could have enjoyed a thrilling $300 RedBalloon adventure. And as the second prize winner, a $150 Hoyts Cinema Voucher would have been a delightful treat. Stay updated on our latest competitions and events by liking and following us on Facebook. Simply click on the Facebook icon at the top of this page.
Wealth Management West is proud to have its liability limited by a scheme approved under Professional Standards Legislation. Our commitment to excellence and integrity ensures that you can trust us with your financial future.
For any inquiries or assistance, please contact us at PO Box 169, Rockingham WA 6968. We look forward to helping you achieve your financial goals and providing you with exceptional service.
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