WHAT DOES THIS MEAN INPRACTICAL TERMS
We work collaboratively with you and/or your partner, asking questions and refining your vision of where you want to be. These hands-on sessions set the direction and allow us to map out a strategy that’s designed to Improve The Future You™ .
Our workshopping sessions leave you with a sense of clarity, having glimpsed a future you have the power to create.Find out how
This is where we work together to develop an achievable financial strategy designed to empower you to make decisions about your future with confidence.Find out how
Our relationship is long term, it’s our commitment to help you stay on track, counter any bumps on the road and offer timely and up-to-date advice throughout your lifetime.Find out how
Ian is an Accredited Financial Planning Specialist, Aged Care Professional and a registered member of the Tax Practitioners Board. He brings over 30 years of experience to his role.
Ian Davies is an Authorised Representative of Sentry Advice Pty Ltd. AFS Licence 227748.
Ash has a Bachelor of Business (Hons) in Finance, a Graduate Diploma in Financial Planning and is an accredited SMSF Specialist Adviser, Aged Care Professional and a registered member of the Tax Practitioners Board. He brings over 20 years of experience to his role.
Ash Nicol is an Authorised Representative of Sentry Advice Pty Ltd. AFS Licence 227748.
As two dedicated experts, we provide a tailored service that sets Wealthcorp apart. Our long-standing reputation for providing a highly personalised service is well known, along with our family focused approach. With multiple qualifications and accreditations we help all generations create a sustainable future from young adults to aging parents.
WHO GETS THE MOST OUT OF A RELATIONSHIP WITH US?
Does that sound like you?
It’s empowering to have a freedom to decide how you want to live, when you want to retire and how you want to invest.
- Do you want clarity around your financial future?
- Are you looking for direction to Improve The Future You™?
- Is creating financial freedom important to you?
Clients love our simple, transparent process that’s founded on solid financial analysis and empowers you to understand the cause and effect of your decisions.
Clients remark on the wealth of experience we bring to the table, Ian and Ash are both Certified Financial Planners with individual specialist knowledge. Together we have over 50 years of combined experience in Accounting, Financial Planning and SMSF.
Our clients don’t choose us based on our credentials or our process alone, they want to get a feel for who we are, what we believe and see if they’re comfortable working with us. And what they discover is that we’re genuinely approachable, easy to talk to and respectful.