Voyager Wealth Management Pty Ltd
About the Business
Welcome to Voyager Wealth Management Pty Ltd, located at 32a Christie Street, Canungra, Australia. Since 2004, we have been dedicated to taking the guesswork out of your financial future through straightforward and easy-to-understand advice.
At Voyager Wealth Management, we understand that financial planning is essential for preparing for your child's education, your retirement, or any big/unexpected life changes. Our financial plans provide greater clarity over key decisions in your life, such as "Can I retire sooner?", "should I payoff my mortgage or contribute to super?", and "should I invest in property or shares?"
Our approach starts with your goals and objectives, and from there, we build a customized plan that considers the five key areas of your financial position - Income, Debt, Retirement, Insurance, and Estate. This tailored plan includes our research, recommendations, reasons/benefits and risks/disadvantages, alternative strategies/products, and details of any costs to be considered. We want to provide you with all the information you need to make an informed decision that is in your best interests.
To make it convenient for you, our initial meeting is held online, either by phone or online video meeting. This way, you can fit it into your busy schedule and complete it at work or home. For more formal advice meetings, we can meet anywhere that suits you - our offices, your workplace, your home, or even a favorite café. We also offer the option of phone or Zoom meetings, which are often preferred by clients to accommodate their busy lives.
Our ongoing service is provided on renewable 12-month contracts, which can be canceled with just one call or email within 24 hours. While we hope no one ever wants to leave, if you were to leave within the first year, we will invoice the remainder of the 12 months. We also offer one-off advice fees for those who have a single area they wish to discuss.
Remember, it is never too early to start planning for your financial future. Share your goals with us, and we will help you get started on a plan to achieve them.
You can find us at 32a Christie Street, Canungra, Queensland 4275, Australia. We serve clients in the Gold Coast, Scenic Rim, Brisbane, Sunshine Coast, Sydney, and Melbourne areas. To schedule an appointment, please book online on our website.
For any inquiries, you can reach us at 1300 492 843 or via email at info@voyagerwealth.com.au.
Voyager Wealth Management Pty Ltd ABN 18 112 135 350 is a Corporate Authorised Representative (No.336111) of AD Advisory Services Pty Ltd ABN 68 005 830 802, an Australian Financial Services Licensee No. 237058.
Photos
Location & Phone number
32a Christie Street, Canungra, Queensland 4275, Australia
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Did what they recommended, paid upfront consultation fees, cancelled my Life Insurance, Invested money in their recommended Fund, ……less than what they asked for, ………… 6 months later the Fund is still worth $50k less than what I invested. Now I have no growing investment and no Life insurance for my family."
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