Wealth of Advice 16 Brookhollow Avenue, Norwest, New South Wales 2153
About the Business
Welcome to Wealth of Advice, located at Norwest, Brookhollow Avenue, 16. We are a comprehensive institution offering services in accounting, establishment, finance, insurance agency, and are a point of interest in Australia.
At Wealth of Advice, we prioritize the values of Assurance, Diligence, Versatility, Integrity, Confidentiality, and Excellence. We believe that all your dreams, goals, and desires are possible, and we are here to help you achieve them.
We understand that each client's situation is unique, and we approach every case with an open mind and understanding to deliver the best possible outcome. Especially during the challenging times of COVID-19, we have noticed that people are searching for affirmation rather than just information. That's why our Advice starts with bringing hope, belief, and confidence to our clients.
Our dedicated team works tirelessly to give our full attention, intelligence, and time to each and every one of our clients. We stay up to date with market changes, updated regulations, and evolving circumstances to ensure that we can provide the best possible advice.
Integrity is our most valuable virtue, and we build our relationships with honesty to help you make well-informed decisions. We aim to support you not only during challenging times but also during the good times. Our clients trust us with their most personal circumstances, and we honor that trust by maintaining the highest level of confidentiality.
In summary, we can assure our clients that our Advice is offered with Diligence and Versatility, crafted with Integrity and Confidentiality, and delivered with ever-growing expertise and Excellence.
To get in touch with us, you can reach our office at (02) 9160 4800 or send a fax to (02) 9160 4888. Our address is Level 1, 16 Brookhollow Avenue, Norwest, NSW 2153. If you prefer to send mail, our post office box is PO BOX 7708, Norwest NSW 2153.
Please note that "ASSURANCE DILIGENCE VERSATILITY INTEGRITY CONFIDENTIALITY EXCELLENCE" are trademarks of To Health and Wealth Pty Ltd.
We look forward to working closely with you and being your most trusted advisors on your journey towards financial success.
Photos
Location & Phone number
16 Brookhollow Avenue, Norwest, New South Wales 2153, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"David and the team at Wealth of Advice make it easy and simple to get the right advice and cover for your own situation. Being an advisor myself I know how important it is to get the correct cover and that is why I trust David and the team to make sure I am getting what I need and also to help me should I ever need to make a claim."
"David Kashan of Wealth of Advice is my Financial Advisor. I am very impressed with his knowledge. While relatively young, he displays the maturity and has a great understanding of the industry. I have no hesitation in recommending David to anyone looking or reviewing their life policies and income protection. I have absolute trust and my son is a happy client of David as well."
"David assisted in getting life insurance that was affordable and realistic.David assisted in my claim throughout the process and made it stress free and a great outcome. David is very knowledgeable,professional and honest and it is a pleasure doing business with him."
"It has been a great experience meeting David and seeing how he really cares about his customer and what the best outcome they can achieve together. If I could say one great skill he has is really listen to what your life looks like and analyze it the best way possible. I highly recommend David to anyone looking for the right advice."
"“I am very happy to recommend David Kashan of Wealth of Advice. David is an extremely well-informed Financial Advisor. He understands all aspects of Life and Income Protection Insurance. David particularly understands business people. He has great advice regarding various products that can assist businesses to insure against the risk of losing key players. David is someone I know well. He is a man of integrity. He works hard for his clients. He knows his industry. He can provide surprising value products for Directors, Partners and Team members. I thoroughly recommend a conversation with David to discuss how he can assist your situation.”"
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