IT'S IN YOUR HANDSARE YOU ASKING YOURSELF:

Is Wealthcorp for me?
Who have they helped?
And was it successful?
Changing lives is our passion and we’ve seen many transformations over the years, but we think it’s more powerful if we let our clients tell you their stories.

HERE'S WHAT CLIENTS SAY

TAKES TIME TO BUILDA RELATIONSHIP

Ian takes enough time to build a relationship, I regard him as someone who I can ring at any time and ask a question or drop a line.

I’m always referring him on to family friends because I know with his experience he’s got your interests at heart.

Alan & Penelope

FEES WERE EASY TOUNDERSTAND

The approach to fees was easy to understand and upfront, Ash’s values felt like a good fit philosophically, which gave us confidence in the process and we’ve never looked back.

Heather & David

EARNEDOUR TRUST

This consultation changed our day to day attitude, as a growing family we had more confidence to make decisions around schooling, holidays and investments rather than second guessing things.

We were impressed with Ash who quickly earned our trust as a deliberate, attentive friendly bloke who never made us feel pressured to continue down the path of investing. I found the financial modelling gave us all the information we needed to get clear and plan our future.

Dan

LIFTED THE FOG ANDMADE IT CLEAR

When I met Ian, my finances were in a complex and foggy state. He sorted out my financial situation and everything is clear and easy to understand.

Pam

WHO HAVE WEHelped?

Our clients want to share their stories with you to help make the decision about getting advice easier. The one thing they all say with resounding confidence is they wished they’d taken advice earlier, but we always say it’s never too late!

Most of our new clients are referred by our loyal, existing clients.