Wealth Architects 35 Hope Street, Brunswick, Victoria 3056
About the Business
Welcome to Wealth Architects, located at 35 Hope Street in Brunswick, Australia. As an establishment in the finance industry, we are a point of interest for individuals seeking expert advice and guidance in managing their wealth.
At Wealth Architects, we believe in truly understanding our clients. We take the time to listen and comprehend your financial goals, your current situation, and where you stand financially. By gaining this deep understanding, we can help you design the life you've always wanted.
With decades of combined experience, our team of experts puts their knowledge into practice to provide you with a blueprint for building your ideal life. We utilize strategies that are not only smart and effective, but also safe, ensuring your financial security.
We understand that the process of managing your wealth can be overwhelming and complex. That's why we aim to make it as pain-free as possible for you. From handling paperwork to liaising with third parties, we take care of all the leg work, implementing everything and keeping you updated every step of the way.
Unlike traditional architects, our process doesn't stop once we've implemented the initial plan. We are committed to continually understanding what is important to you, keeping you financially organized, and holding you accountable to the plan. We act as an ongoing sounding board, always ready to provide guidance and support whenever you need it.
We pride ourselves on being excellent listeners. We take the time to understand your unique needs and aspirations, crafting a plan and strategy that is tailored specifically to you. No stone is left unturned in our process, and we sweat the small things so that you don't have to.
As the end of the financial year approaches, it is a pivotal time for Australians to reassess their finances and seize opportunities to maximize their financial security. With key changes in superannuation laws and the indexation of the Total Super Balance (TSB), it is crucial to stay informed and make the most of these changes.
In addition, we offer insights into three behavioral factors that can affect retirement spending, helping you make informed decisions for your financial future.
As an authorized representative of Insight Investment Services Pty Ltd, with ABN 22 122 230 835 and AFSL No: 309996, Wealth Architects is dedicated to providing you with the highest level of professionalism and expertise.
Contact us today to take advantage of the EOFY changes in 2023 and discover Wealth Architects' top strategies for maximizing your financial well-being. Let us help you design the life you've always dreamed of.
Photos
Location & Phone number
35 Hope Street, Brunswick, Victoria 3056, 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
"We've been dealing with Kim Siauw and his team from Wealth Architects for over 5 years. We've always received excellent service, advice, and communication. Kim and the team always take on board our needs and concerns, and provide excellent explanations and unbiased information. Highly recommended."
"We have had a long partnership with Wealth Architects and feel fully supported by the team. Advice has been timely and relevant to changes in our circumstances over time and importantly the team has been consistent, responsive and action oriented. Highly recommend"
"I've been with Wealth Architects for 6 years now and I've been been very happy with the guidance of Kim Siauw and the team there with my portfolio. They have been very approachable and I'm very happy with the results. Highly recommended."
"We have been dealing with Wealth Architects for many years now and have found Kim and his team to be excellent. Always approachable, great advice and explanations allowing us to improve our portfolio. I have no hesitation in recommending Wealth Architects to look after your financial needs."
"I have been with Wealth Architects for approximately 7 years. During this time Wealth Architect under the guidance of Kim Siauw have overseen my super portfolio which I have been very happy with their results. I have found them to be very professional in their financial advice and support. All their staff are polite and always available for advice or information I might be seeking. I would gladly recommend Wealth Architects to anyone seeking a financial adviser."
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