Quay Wealth Management
155 Enoggera Road, Newmarket, Queensland, Australia
About Quay Wealth Management
Welcome to Quay Wealth Management, located at 155 Enoggera Road, Newmarket, Australia. As a trusted establishment in the finance industry, we understand that financial planning is about more than just money. It's about living your life freely without worrying about your finances, and having confidence and excitement about your future.
At Quay Wealth Management, our goal is to help you gain control of your money so that you can live life on your own terms. Whether it's paying down debt, protecting your wealth, or growing your assets, we are here to guide you every step of the way.
We understand that retirement may seem far off, but it's important to start planning for it now. That's why we offer tailored step-by-step financial strategies to help you make informed decisions about your money. Additionally, we can assist you with a Self-Managed Super Fund (SMSF) to give you control over your super fund and help you develop an investment strategy that aligns with your risk profile and investment goals.
Insurance is the foundation of any solid financial plan, and we can help you evaluate the risks and find the right insurance solution for you and your family. Effective debt management is also crucial, and we can provide guidance on prioritizing your debts and investing in assets that align with your financial goals.
Our Sydney office is located at Level 1 Suite 6, 432 Chapel Road, Bankstown NSW 2200, and our Brisbane office is conveniently situated at 155 Enoggera Road, Newmarket, QLD 4051.
Please note that the information provided on our website is for general information purposes only and should not be considered as personal financial advice. We strongly recommend consulting a financial adviser before making any investment decisions. The contents of our website may not be complete or accurate for your specific needs and should not be used as the sole basis for financial decisions.
We also offer a free ebook that outlines five important steps to help you take control of your money. Additionally, we provide Wealth Report, a comprehensive tool that allows you to understand your financial situation, project your future, and receive immediate personalized reports.
At Quay Wealth Management, we believe in providing reliable and accurate information to our clients. We strive to be your trusted partner in achieving your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Photos of Quay Wealth Management
155 Enoggera Rd, Newmarket QLD 4051, Australia
Opening hours of Quay 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:
Day off
Sunday:
Day off
Reviews of Quay Wealth Management
""The best financial planners I've ever had! The professionalism, care, consideration, and open and honest communication I have received from Charith Rodrigo and the team at Quay Wealth Management has been just exemplary. My wife and I have been clients of Charith for over for 4 years now and he has helped us with: Setting up a SMSF structures and purchase multiple investment properties through it, setting up family trust and discretionary trust structures, setup investment vehicles that compliment our risk profile, assisted in getting lending arranged through their network of brokers and counterparts and general financial advice. My wife and I run medical clinics and over the last couple of years we have inundated Charith with many requests pertaining to our financial and business management, his tenacity to always respond and find solutions to problems is just second to none. I have no hesitation recommending Charith and the team at Quay Wealth, and have no doubt that they will be our financial planners for many more years to come.""
"I have total respect and trust in Quay Wealth and in particular Lee Walker who has always given excellent financial advice"
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