Mi Wealth Plan 207 Balcatta Road, Balcatta, Western Australia 6021
About the Business
Welcome to Mi Wealth Plan, a leading establishment in the finance industry located in Balcatta, Australia. Situated on Balcatta Road, our institution is a recognized point of interest for individuals seeking expert financial guidance and assistance.
At Mi Wealth Plan, we understand the importance of securing your financial future and achieving your goals. With a team of highly skilled and experienced financial advisors, we are dedicated to providing comprehensive financial planning services tailored to your unique needs and aspirations.
Our institution prides itself on offering personalized solutions to help you navigate the complex world of finance. Whether you are planning for retirement, looking to invest wisely, or seeking to protect your assets, our team is here to guide you every step of the way.
We believe that financial planning should be accessible to everyone, regardless of their financial situation. That's why we offer a range of services designed to cater to individuals of all income levels. From budgeting and debt management to investment strategies and estate planning, our advisors will work closely with you to create a customized plan that aligns with your specific circumstances and aspirations.
What sets Mi Wealth Plan apart is our commitment to transparency, integrity, and exceptional customer service. We prioritize building long-term relationships with our clients based on trust and open communication. Our goal is to empower you with the knowledge and tools necessary to make informed financial decisions that will positively impact your future.
Located in the vibrant city of Balcatta, our institution is easily accessible and conveniently situated near various amenities. Whether you prefer face-to-face consultations or virtual meetings, we offer flexible options to accommodate your preferences and busy schedule.
Take the first step towards securing your financial future by contacting Mi Wealth Plan today. Our friendly team is ready to assist you in achieving your financial goals and dreams. Let us be your trusted partner on your journey to financial success.
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Location & Phone number
207 Balcatta Road, Balcatta, Western Australia 6021, Australia
Hours open
Monday:
8:30 AM - 6:00 PM
Tuesday:
8:30 AM - 6:00 PM
Wednesday:
8:30 AM - 6:00 PM
Thursday:
8:30 AM - 6:00 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I use Andrew to provide all of my financial advice and I find him professional, prompt and easy to understand. His advice has been clear and appropriate and I have no hesitation in recommending him to anyone looking for financial advice."
"Andrew Dalton was recommended to us by our broker about six years ago when we bought our first home and ever since then Andrew has look after us with our life insurances, investments, work cover etc. I have found Andrew to be very honest in his dealings, recommendations, is very approachable, understanding and very patient when it comes to explaining in detail. I highly recommend Andrew Dalton for financial advice and I believe he is a down to earth sort of a guy and doesn't mind a bit of a joke along the way."
"Very disappointed in andrews work. Asked for sound business advice and he recommended stocks that dropped in value dramatically. Had an opportunity to buy afterpay at $12.5. Andrew recommended against it. Currently well over $109. I've gone elsewhere. You know who I am Andrew."
"Andrew provided comprehensive advice and guided us through the Super minefield on my retirement. Tax minimisation and Social Security benefits were put in place under his guidance. He also assisted in dealing with the various Super accounts we had and advised how to consolidate into one Super company (which has proved successful). One of the benefits initially was we didn’t pay for the full service until all work was completed and organised. We trusted Andrew and the benefits have now been realised."
"Andrew from Mi Wealth was recommended to myself and my husband 2 months ago when I and my husband a middle age couple were concerned about how to take control of our Super investment. Right from our first meeting with Andrew, our mind's and fears were put at ease because of all of the knowledge he immediately shared. He was always available and all our questions even though simple were answered with the greatest concern and respect. The anxiety and fears which I was experiencing quickly disappeared. We immediately signed up with Andrew and are looking forward to continuing to work with him in the future knowing that our retirement needs are being taken care of the best way we can possibly do. Eulene and Vernon"
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