National Wealth Advisory 17 Short Street, Southport, Queensland 4215
About the Business
Welcome to National Wealth Advisory, a leading establishment in the finance industry located at 17 Short Street, Southport, Australia. With 47 years of combined industry experience, we are dedicated to connecting individuals like you with certified financial and investment strategists across the country.
Our primary goal is to help you acquire true wealth through smart investment strategies that utilize your tax dollars to reduce debt and secure your financial future. Our proven collaboration system has transformed the lives of countless everyday Australians, enabling them to build financial abundance with predictable wealth results.
At National Wealth Advisory, we understand that each individual has unique financial needs and goals. That's why our advisory group will recommend financial strategists tailored to your personal situation and objectives, assisting you in wealth creation.
In addition, we provide access to mortgage experts who work closely with over 135 lenders, ensuring that there is a mortgage finance solution to suit your circumstances. Our advisors can also highlight inefficiencies and connect you with a network of trusted professionals, including financial strategists, mortgage brokers, and lawyers near you, to secure cashflow and reduce tax debt.
Interested in legal strategies that less than 2% of the population are using to accrue wealth? Discover the secrets to making your tax dollars work for you at National Wealth Advisory.
We also understand the importance of optimizing the performance of superannuation funds, which is often overlooked. With the right structure, superannuation can be an effective vehicle to maximize returns. Our experts can guide you on how to make your superannuation work for you, ensuring a comfortable retirement.
By choosing National Wealth Advisory, you gain access to a national network of trusted financial service and product providers with just one simple phone call or email. Once we understand your needs, we can connect you with the financial strategists and investment experts you need for wealth creation strategies, tax minimization solutions, mortgage finance solutions, property investments, self-managed super funds, and retirement planning.
Our experienced team takes the time to understand your wealth creation and management needs and objectives. Whether you aim to buy property, protect your assets, or focus on wealth creation, we provide access to an extensive range of financial and investment services throughout Australia to help you meet your financial goals.
Connecting with the right experts to create a lucrative investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income, wealth creation, protection planning, investment diversity, or a combination of all, National Wealth Advisory is here to guide you every step of the way.
Photos
Location & Phone number
17 Short Street, Southport, Queensland 4215, Australia
Hours open
Monday:
9:00 AM - 4:30 PM
Tuesday:
9:00 AM - 4:30 PM
Wednesday:
9:00 AM - 4:30 PM
Thursday:
9:00 AM - 4:30 PM
Friday:
9:00 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Landing page mentions many strategies and solutions, after applying and getting up to the 1 hour advisor consultation was told that the strategy is only property investment to take advantage of negative gearing, which I and I imagine many others are already doing. They didn't have any other strategies and solutions to discuss and agreed it was probably not worth my time to discuss further with the advisor."
"The consultant that I am working with is very personable, he makes sense, he takes the time to explain things thoroughly and answer all of my questions. I am enjoying the journey of getting my retirement plan sorted so that I can put it into action ... and I never quite thought I would say that."
"I answered my 5 minute free call to be explained "the simple process to take advantage of these tax savings". They tried to book me in for a subsequent Zoom meeting, however when I told them I'd have to get back to them with a time my partner and I could attend together, they hung up on me. I didn't receive any information, I'm still none the wiser about services they offer or how they do what they claim to do, and I don't know if the Zoom meeting was free or paid. All they want initially was bums on seats (smells like a sales pitch, doesn't it). In summary: they won't actually tell you "the simple process to take advantage of these tax savings" in your 5 minute free call."
"NWA helped me navigate the incredibly complex process of SMSF & remortgaging my home. They were super friendly and readily accessible. The cost of the service was absorbed by transfer and overall I’ve been very grateful for their help. A pleasure to work with!"
"WOW, can not recommend Richard and the team highly enough, process was well constructed and very punctual. once we started moving forward the speed on delivery and my expectations where blown away. If anyone is looking to invest etc these guys are the real deal. will be using this service again for future investment purchases"
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