Client First Wealth Management
211 Warrigal Road, Hughesdale Victoria 3166
About Client First Wealth Management
Welcome to Client First Wealth Management, located at 4/211 Warrigal Road, Hughesdale, VIC 3166. As an establishment focused on finance, we are dedicated to helping you pay down your mortgage faster and create serious wealth. Our team is committed to looking after your assets even when you're not around, ensuring your financial future is secure.
Are you wondering if you can do more with your money? Take control of your future by completing our financial health check. The more we know about you, the better we can assist you in achieving your financial goals. Simply fill out our questionnaire and you'll be ready to meet with one of our experienced advisers.
If you're an existing client, we kindly ask you to complete our questionnaire prior to your review appointment. Your feedback and input are valuable to us as we strive to provide the best possible service and advice. Don't just take our word for it, hear what our clients have to say about us:
"We thoroughly recommend Craig to others, and feel sure, that like us, they will be delighted with the service, advice, results, and care displayed."
"Having Craig in our lives gives us peace of mind knowing our financial future is secure."
"Craig makes us feel like family, someone we can trust, and someone we can call on at any time and will always look after our interests."
"We would recommend Craig to others because of his authenticity, professionalism, knowledge, and enthusiasm to see us succeed in our goals."
At Client First Wealth Management, we understand the importance of life's milestones. Whether it's welcoming a new child or grandchild into the world or envisioning your dream retirement, we are here to provide guidance and support every step of the way.
Please note that any advice provided on this site is of a general nature and may not be tailored to your personal circumstances. We strongly recommend seeking personal advice before making any financial decisions.
As authorised representatives of Affinia Financial Advisers Limited, we are backed by the TAL Group of companies, including TAL Dai-ichi Life Australia Pty Limited. This affiliation ensures that we have access to a wide range of resources and expertise to serve you better.
We have also provided links to external websites for information purposes only. Please be aware that these websites are not connected to Client First Financial Planning Pty Ltd or our licensee. We do not endorse the accuracy of the information contained within these linked sites.
Contact us today at Client First Wealth Management and let us help you take control of your financial future.
4/211 Warrigal Rd, Hughesdale VIC 3166, Australia
Opening hours of Client First Wealth Management
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Client First Wealth Management
"Craig from Client First Wealth Management Has Been My Finance, Manager for At Least 10 Years now. Craig has Help me out of some Tight Finances stress Issues , When ever I needed Help Craig was Allways There , Thankyou Craig. You are a God Send."
"I have recently started working with Craig, and I have found him very easy to talk to, very knowledgeable, and keen to help me get what I want. He has helped me organise my finances, and I feel much more comfortable about my future. Thanks Craig"
"Having been through a bit of a rough patch financially, a very wise friend of mine suggested I contact Craig from Client First Wealth Management and, from the very first meeting, I felt it to be a life changing decision. Not only was Craig able to ensure I was protecting my kids should anything happen to me, but he was also instrumental in helping us into a place we could call home and, to me, there’s nothing more crucial than that. Like anyone, enjoying the finer things in life is important and I know that having Craig by my side for the long term will guarantee I’m able to do so right up until my retirement and beyond!"
"Craig has been fantastic to work with since day 1. For me engaging a financial planner is all about the trust between both parties and although I've only met Craig a handful of times, it feels like we've known each other much longer. He's a genuine guy, with incredible knowledge who I know will always put his clients first. Very happy with his service to date and would highly recommend for those who are considering his services."
"My husband and I met first with Craig in 2017, to establish a strategy for our financial goals into the future. We have since had our Wedding, Honeymoon, bought our first property, have a baby on the way and are about to purchase a family car! Without Craig's guidance through this path, we would not have been able to achieve these incredible goals and feel comfortable in making the purchases. He has guided us with his expert knowledge and experience, by being approachable and readily accessible via email or phone when we have needed him. Craig also taught us about life insurance and how best to manage our superannuation. Invaluable information! I would highly recommend Craig and look forward to the next few years of progressing with his trusted advice. We also appreciate Craig's friendly demeanor and personal approach, it fits well with us."
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