Wealth Effect

The Wealth Effect Group is a privately owned boutique wealth management practice. We provide specialised advice for individuals, Real Estate professionals, medical proffesionals, small to medium business owners and self-funded retirees. Wealth Effect Group offer a range of proffessional services on a fee for service basis to SMSF Trustees or those considering a SMSF. The services include SMSF set-up advice, Education for Trustees, Portfolio Design and Maintenance, Strategy options. Wealth Effect Group also offers a complete range of advisory services to help create, build and protect your wealth including. Strategic Financial advice Self managed super fund, establishment, Transfer, administration Investment advice Estate Planning Business coaching & succession planning Retirement income stream construction We are a fee for service firm who pride ourselves on integrity, honesty and capability