Comprehensive financial advice for individuals, families and professionals at all stages of life.Contact us today
Our role is to help you to discover the values that you aspire to and to create a pathway that will deliver your preferred lifestyle.Contact us today
We provide expert advice to help you move towards your ideal lifestyle and financial goals.Contact us today
Our role is to help you to discover the values that you aspire to and to create a pathway that will deliver your preferred lifestyle.
We provide you with the most appropriate advice tailored to your situation.
At Wealthcorp, we will provide you with the most appropriate advice tailored to your needs, that allows you to:
Your values are those qualities and principles that are intrinsically important or desirable to you. Our role is to help you to discover the values that you aspire to and to create a pathway that will deliver your preferred lifestyle.
We help you create a pathway towards your preferred lifestyle.
Our unique financial modelling process will allow you to make well informed financial decisions for a positive and favourable outcome now and into the future.
Wealthcorp's 'Situation - Strategy - Service' is a three stage consultative process that has you fully involved at each stage. Because this process is all about you, it allows you to refine and to prioritise your goals, to clearly understand the strategy considerations and to know that our advice is unique to you.
We're here to help you. That's our focus.
Professional advice that focuses on accountability, ownership and engagement.
We regularly find that our clients are successful and often busy people who are seeking professional advice for various reasons, such as:
Whatever your stage of life, we're here to help you.
The people that we help, value our advice and are seeking: accountability, ownership and engagement from their adviser. This is exactly the type of personalised service we deliver to our select and limited number of clients.
Our clients are prepared to take responsibility and readily engage in the process to achieve their desired outcome.
Ultimately, we will provide you with the most appropriate advice, specific to your needs.
We really listen. We never assume. We really understand.
Wealthcorp's proven approach for your successful outcome.
We're here to make a difference.
Ian Davies and Ash Nicol are the founders and Directors of Wealthcorp and it is our values and our direction that differentiates Wealthcorp's professional financial planning service to help you to understand, to take control of your financial circumstances and give you the comfort of knowing how to make well informed financial decisions for a positive and favourable outcome now and into the future.
Ian is qualified as a Chartered Accountant and is a Certified Financial Planner. Ash is similarly qualified as a Certified Financial Planner as well as an industry specialist in Self Managed Superannuation Funds.
Ian is a Certified Financial Planner and a member of the Financial Planning Association. Ian is also a Chartered Accountant and a member of the Institute of Chartered Accountants, from where he has been accredited as a Financial Planning specialist. Ian has over 35 years experience in the financial services industry.
Ian Davies is an Authorised Representative of Sentry Wealth Management Pty Ltd ABN 77 103 642 888 AFS Licence 227748.
Ash is a Certified Financial Planner and a member of the Financial Planning Association and Self Managed Super Fund Professionals Association of Australia. Ash has completed a Bachelor of Business with Honours in Finance and the Graduate Diploma of Financial Planning from the Securities Institute of Australia and is accredited as a SMSF Specialist Advisor.
Ash Nicol is an Authorised Representative of Sentry Wealth Management Pty Ltd ABN 77 103 642 888 AFS Licence 227748.
Call us for a no charge obligation free first appointment.
The completion of our 'What can we do for you?' questionnaire is an important first step in shaping your financial future in the months and years ahead. The aim of our first meeting is for us to meet with you and really understand your goals, identify any concerns and to gain an appreciation for the type of lifestyle that you would like to enjoy.
This questionnaire will help to identify the things that you are doing well and the things that you would like to do better. It also helps us to identify those issues that are most important to you, so we can tailor our discussion.
Our professional fee for advice approach promotes an open and honest relationship, which leaves you secure in the knowledge that your best interests are being served and that your needs are placed ahead of our own.
By contacting us for an appointment, we will provide you with the information you need to download our questionnaire and we look forward to our first meeting.
99% of our new clients are referred by our loyal, existing clients.
“I have been a client of Ian's for over 15 years, I initially come to him for some tax planning advice because of his strong accounting background and since then he has been on board as my financial planner and mentor.
I'm sure I can call him anytime and get the right answer to my often complex questions! I'm confident that I'm in good hands with Ian and his small but dedicated team of Ash and Catherine. I've already referred a number of my family members to go and get good advice, before it is actually needed.”
“We have a great degree of comfort in knowing our private and personal financial matters are being well managed by Wealthcorp.
We thank and congratulate you both and your staff on the integrity demonstrated in all of our discussions and dealings. The advice we've received has made the change from a full time working life to a full time retired life a very pleasant experience.
Before engaging the services of Wealthcorp we considered many companies and firms purporting to offer similar services. We now know the services we receive from your team are excellent and meet what we are seeking to do.
We have already referred friends and family to you for advice and will do so in the future.”
“I had neglected my own personal finances for a number of years and realised during the GFC I needed a new approach to investing. I'm 10 years out from retiring, knew I had a well paying job, yet just was not getting ahead (actually I was, I just didn't 'know it').
The modeling created by Ian and Ash from Wealthcorp has really helped my understand: 1/ I will actually make it; 2/ I won't have to be concerned about my retirement as the plan I now have in place will help me meet my objectives and; 3/ Wealthcorp care about my financial outcomes and are actively managing my investments. Thanks Ian and Ash.”
Stay up to date and make informed decisions.
Your Financial Planner supplies you with more tools and resources than most others and at no extra cost. Use them to improve your planning for the future.
Industry stakeholders are seeking clarity from ASIC over the criteria it is using to determine the incidence of life insurance policy lapses.
Develop your financial future.
Download and complete our 'What Can We Do for You?' Questionnaire form.
Use our FREE financial tools for developing a budget to monitoring your retirement fund, plus much more.
Secure File Transfer allows you to safely and securely exchange files and documents between you and us.
Talk to us. We're great listeners.