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Wealth Architects
410 Burwood Highway, Wantirna South, Victoria, Australia
About Wealth Architects
Welcome to Wealth Architects, a leading establishment in the finance industry located in Wantirna South, Australia. Our institution is not just another financial advisory firm; we are your partners in designing the life you've always dreamed of.
At Wealth Architects, we believe in taking the time to truly understand your needs, goals, and current financial position. We want to know what matters most to you and what you envision for your future. With decades of combined experience, we have the expertise to provide you with a blueprint to start building your ideal life.
What sets us apart from other financial advisors is our commitment to making the process as seamless and stress-free as possible for you. From handling paperwork to liaising with third parties, we take care of all the legwork, ensuring that every step of the way is implemented efficiently and effectively.
But our dedication to your financial success doesn't stop there. Unlike traditional architects who complete a project and move on, we continue to support you long after our initial plan is implemented. We will keep you financially organized and accountable to your goals, acting as a trusted sounding board whenever you need guidance or advice.
As exceptional listeners, we take the time to truly understand your unique circumstances and what matters most in your life. We recognize that you are different, and that's why we create a personalized plan and strategy that is tailored to suit your specific needs.
When it comes to our process, we leave no stone unturned. We pay attention to every detail and sweat the small things, so you don't have to. Our meticulous approach ensures that nothing is overlooked, giving you the peace of mind that your financial future is in capable hands.
As the end of the financial year approaches, it is the perfect time for Australians to reassess their finances and look for opportunities to maximize their financial security. With key changes in superannuation laws and the indexation of the Total Super Balance (TSB), it's essential to have a trusted advisor by your side.
Wealth Architects offers top strategies to take advantage of the changes during the End of Financial Year (EOFY) in 2023. Our team of experts stays up-to-date with the latest developments and will guide you on how to make the most of these opportunities.
We are proud to be authorized representatives of Insight Investment Services Pty Ltd, holding ABN 22 122 230 835 and AFSL No: 309996. This affiliation further strengthens our commitment to providing you with the highest level of service and expertise.
Choose Wealth Architects as your partner in building your ideal life. Contact us today to schedule a consultation and take the first step towards financial success and security.
Photos of Wealth Architects
Unit 2/410 Burwood Hwy, Wantirna South VIC 3152, Australia
Opening hours of Wealth Architects
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:
Day off
Sunday:
Day off
Reviews of Wealth Architects
"A professional and ethical financial advisory service that is always focused on what is best for their client."
"Rex, Debbie and their team at Claringbold Financial Services are professional, friendly and thorough financial advisors. With regular e-newsletters and a proactive approach to working with their clients, they go above and beyond my expectations for financial services."
"Since being with Claringbold Financial Services, they have made me feel extremely secure financially. My experiences have been very positive. Thank you very much to all the staff at Claringbolds."
"We have been using Rex as our Financial Advisor for many years and would recommend him and Claringbold Financial Service to anyone,"
"We feel that the friendly team at Claringbold Financial Services care and understand us and have always provided well-researched, personally-tailored financial advise presented in a clear and understandable way. We recommend them without hesitation to anyone seeking honest, professional, and astute financial advice."
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