Recommendations

Don't take our word for it. Please review what others have recently said about our service:

Testimonial #1

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.

Testimonial #2

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.

Testimonial #3

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.