Country Wide Wealth
About the Business
Welcome to Country Wide Wealth, a leading financial services practice located in the picturesque Ettalong Beach on the stunning Central Coast of New South Wales, Australia. Our institution is dedicated to helping the local community build and protect their wealth, manage their debts, and secure their financial future.
At Country Wide Wealth, we understand the importance of financial security and are committed to providing a comprehensive range of services to meet your individual needs. Whether you require assistance with superannuation advice, retirement planning, personal insurances, home loans, or commercial lending, our experienced team is here to guide you every step of the way.
What sets us apart is our holistic approach to financial planning. We believe that true financial success lies in considering all aspects of your financial goals. That's why we collaborate with our trusted network of strategic partners, including accountants, real estate agents, and solicitors, to create a comprehensive solution tailored to your unique circumstances.
Country Wide Wealth Pty Ltd, as trustee for Chapman Family Trust, is the driving force behind our institution. We operate under the ABN 69 418 112 032 and are proud to be a Corporate Authorised Representative of Charter Financial Planning Limited, ABN 35 002 976 294. Holding an Australian Financial Services Licensee License number 234665, we adhere to the highest industry standards.
Your financial well-being is our top priority, and we want you to feel confident in your decision to trust us with your financial future. That's why we invite you to download our Financial Services and Credit Guide (FSG), which provides detailed information about our services and how we operate. We also encourage you to review our Legal Disclaimer, General Disclaimer, Terms and Conditions, and Privacy Statement to ensure that you are fully informed about our policies and procedures.
At Country Wide Wealth, we are dedicated to helping you achieve financial security and peace of mind. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
Photos
Location & Phone number
400 Ocean View Road, Ettalong Beach, New South Wales 2257, 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
"Country Wide Wealth are a most informative and friendly service, that have provided sound financial advice, particularly through transitioning to retirement. They are highly recommended."
"Country Wide Wealth recently provided me support during refinancing and they did a fantastic job. Professional, knowledgeable, helpful, personable and efficient service. I strongly recommend them."
"Country Wide Wealth are absolutely amazing! We cannot recommend them enough, Mark & the team were there with us every step of the way & always going above & beyond to ensure that the purchase of our new Industrial Unit went as smoothly as it could. Mark & Team thank you so much for your hard work & dedication to get us into our new shop front we appreciate you guys more than you could imagine. Daz, Katie & The Team at Stitched Up Custom Trim Morisset"
"Keith has been mine and my family's trusted choice for many years for all our home loan needs. No matter what challenging scenario we presented Keith, he was always able to find the ideal loan to suit our needs. I would highly recommend working with Keith if you need a home loan, he is one of a kind!"
"This has been our third time using Keith from Country Wide Wealth and he never disappoints. Keith’s knowledge of loan structuring to suit our goals has been a blessing. The whole process has been stress free from our first loan in 2007 to our latest in late 2021 and we can not recommend Country Wide Wealth highly enough. Keith was excellent in advising on interest rates and saved us some hard earned dollars with a suggested rate lock at the right time. It has been a pleasure to have Keith by our side every step of the way and we look forward to our next venture!"
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