Wealth Assure 21 Elgar Road, Derrimut, Victoria 3030
About the Business
Welcome to Wealth Assure, a leading finance and insurance agency located at 21 Elgar Road, Derrimut, Australia. With years of experience in helping clients prepare for the unknown and achieve their financial goals, we are dedicated to providing the best services and products tailored to your needs.
As an independent financial services firm, we have the advantage of accessing a wide range of products from various providers. This enables us to offer you the right solutions that align with your specific requirements. Whether you have questions about investment options, insurance coverage, or any other financial matter, our team is here to guide you through a personalized one-on-one discussion.
Are you a first-time homebuyer looking for assistance in navigating the complex world of finance? Or perhaps you are considering your next investment property and need expert advice on structuring your loan. Our experienced professionals will provide you with the correct advice to ensure you can benefit from your investment for years to come. We understand that buying a property is a significant asset, and we are here to help you make informed decisions.
Stevin Carvalho, our highly skilled financial planner, has been in the industry since 2009. With a specialization in life insurance advice and mortgage broking, he ensures that our clients receive comprehensive and well-rounded guidance to plan for their future. No matter your income level, everyone can benefit from financial advising, and we are here to help you make the best decisions for your financial well-being.
When it comes to investments, we understand the importance of finding the right balance between risk and reward. Our team will work closely with you to establish the optimal investment strategy that suits your goals and risk tolerance.
Life insurance is a crucial component of estate planning and protecting your legacy. We offer personalized advice based on your specific needs and requirements to help you select the appropriate life insurance coverage.
If you have any questions or would like to schedule a meeting, please don't hesitate to reach out. Our goal is to guide you towards financial freedom and help you navigate the complexities of the financial world.
Stevin Carvalho is an ASIC Authorised Representative (No. 334809) of The Trustee for Stevin Carvalho Family Trust, trading as Wealth Assure. He is also a Corporate Authorised Representative (No. 1266852) of Australian Mortgage and Financial Advisers Pty Ltd, holding Australian Financial Services License No. 389206. Additionally, Stevin Carvalho is a Credit Rep (527826) of First Path Financial Group PTY LTD, ACL 522467.
Photos
Location & Phone number
21 Elgar Road, Derrimut, Victoria 3030, Australia
Hours open
Monday:
9:00 AM - 6:00 PM
Tuesday:
9:00 AM - 6:00 PM
Wednesday:
9:00 AM - 6:00 PM
Thursday:
9:00 AM - 6:00 PM
Friday:
9:00 AM - 6:00 PM
Saturday:
10:00 AM - 2:00 PM
Sunday:
Closed
Reviews
"Stevin and his team at Wealth Assure have been looking after my mortgage needs for the last 5 years. I'm very happy with the service I have been receiving and would recommend them to anyone who is looking for a new mortgage broker. Stevin makes an effort to understand my needs and makes it a point to touch base every year to review my loans to check if my current needs are being served. He also helped my daughter buy her own first home last year."
"Stevin made the process of getting a good home loan deal easy, always available to communicate and answer any questions I had, highly recommend his service."
"Stevin has been an absolute joy to work with. He got me an incredible deal and made my journey to becoming a home owner so easy and hassle free. Key call out is he spent time to understand my personal and financial situation to tailor a solution which was perfect for me. Stevin was always readily available, proactive in providing guidance, support and effective in liaising with the banks. He knows the ins and out, especially for a case such as mine which was not straight forward. I felt comfortable asking questions and I was provided options which were realistic for my situation. Moreover Stevin also guided me in my dealings with the builder to ensure I understood the various terminologies, the build process and was ready for settlement. It was very reassuring to not have to navigate this complex process on my own and I have returned to Stevin for refinancing as there is no one else I trust. Highly recommend!"
"Extremely happy with Stevin’s services. Stevin went above and beyond to find us the best offer he could. Communication was great, Stevin was always in contact and was able to answer all our queries and support us throughout the whole process. We highly recommend Stevin."
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