- Income protection
- Cash flow + budgeting
- Salary packaging
- Retirement planning
- Wills + estate planning
- Investment advice + management
Our Services
Wealthmed provides integrated advice addressing all of your needs throughout your financial life-cycle.
Financial Planning
Tax + Accounting
- Income tax returns
- BAS + GST
- Accounting strategies
- Practice planning + structure
- Trusts + company trusts
- Self managed superannuation funds
Property + Finance
- Home loans
- Investment loans
- Debt + ownership structure
- Buyers advocate service
- Managed property builds
- Vehicle + practice equipment finance
Let's work together
Help us understand how to help you.
Because we know your time is precious, and because we also want you to get the most out of the meeting, we’ve prepared just two quick-and-easy questionnaires:
- The first one is a ‘5-Minute Financial Health Check’ to determine your financial priorities.
- The second one is our ‘About You Questionnaire’. This will take no more than 15 minutes.
It will enable you to provide key information and explain your current financial position.
By the way, you should also read the Financial Services Guide as it contains important information about us and our advice.
Step 1
Take the 5 minute health check
CLICK HERE
Step 2
Complete the about you questionnaire
CLICK HERE
Take advantage of our complimentary review meeting
