The Wealth Connection
Boutique Financial Services Group based in Thirroul NSW. Delivering a premium product that is personalised, relatable and intent on making real and lasting connections.
Boutique Financial Services Group based in Thirroul NSW. Delivering a premium product that is personalised, relatable and intent on making real and lasting connections.
Environmental Engineer & Students Adviser
We used The Wealth Connection when we were purchasing an investment property. It was our first experience in the property market and the guidance and regular contact Nik provided was exactly what we needed. Being in WA, we just wanted a smooth process and that's exactly what we got. There were quick turnaround times, friendly communications as well as support in finalising all the details of our loan. Thanks to the team for making our first investment purchase much less stressful! If you are looking for informed, friendly and down to earth people, we would definitely recommend using The Wealth Connection!
Digital Group Sales Manager / Property Investor
The Wealth Connection were so professional and efficient to deal with in refinancing my mortgage. Nik was a constant source of advice throughout the entire process and made me feel completely confident in the direction we were taking. Nik dealt with my business as if I was the only client he was looking after, with constant follow up, providing clear timelines and next steps. I would absolutely recommend the professional team at The Wealth Connection and look forward to doing further business with the team in the future
Intensive Care Specialist
Thank you Tristan! You have made the process simple for us by working hard in the background. Would recommend anyone I know to Tristan for his amazing service and a pleasure to deal with. Luke and Louise
IT Consultant and Physiotherapist
As young professionals who have been working for a few years now we wanted to make our money grow. We knew now was the time to start making wise financial decisions but had no idea where to begin. After an initial consultation, Nathan came back to us with a wide variety of options and was happy to guide us through the pros and cons of each. He answered our many questions patiently and always worked hard to get the best deal for us. This has been a great way to take our first steps into the world of financial planning and investment strategy.
Mining Engineer
I thought I had my financial situation under control until I met with Nik and Nathan at The Wealth Connection. After a one-off casual meeting, they had me realising my full investment potential. I have since refinanced my mortgage saving a considerable amount of interest, taken out income protection and have now set money aside for an investment portfolio. I highly recommend them!
Optometrist
You guys are fantastic. What took my last broker 6 months to achieve, Nik was able to knock over in 2-3 weeks. The result was a better offer not only with the residential property but also the commercial. I have been singing your praises to all. In summary, better rate, better terms, no hassles. Thank you so much for vastly improving my financial position.
Intensive Care Specialist
Outstanding professional service with a very genuine personal connection. The Wealth Connection went above and beyond at every turn to find and secure us the most appropriate loan for our specific needs. Would highly recommend this outfit to anyone looking for a mortgage.
Certified Practising Accountant
I just wanted to say thank you for providing an outstanding finance brokerage service. I have been happy with your friendly, supportive and hardworking attitude and the way you fight for the best rates on the market. I have enjoyed the process of working with you and look forward to using your services again in the near future.
TWC – Annual Review Service
Goals & Objective Setting
Superannuation
Investment & Asset Product Selection
Retirement Planning
Protecting You and Your Family
Annual Review Service
TWC – Private Wealth Service
Overview
Service Offering
Your Team and support
Pricing
Acceptance into the service & Implementation
Review & Monitoring
TWC Fin – Mortgage Broking
Home Lending
Investment Lending
Construction Finance
Refinancing
Medico Finance
Commercial Funding
The Wealth Connection Pty Ltd
Financial Advice
ABN 46 169 584 472
The Wealth Connection - Finance Pty Ltd
Mortgage Broking
ABN 21 602 960 636
Proud members of:
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Austinmer
P. (02) 4268 5555
A. 2/34 Moore Street, Austinmer NSW 2515
Canberra
P. (02) 6156 8002
A. 3/37 Canberra Avenue, Forrest ACT 2603
Milton
P. (02) 4454 2963
A. 3/41 Wason Street, Milton NSW 2539
The Wealth Connection Pty Ltd holds its own Australian Financial Services License (ABN 46 169 584 472 and AFSL 523 317). Your Adviser may offer you services through The Wealth Connection Pty Ltd and The Wealth Connection – Finance Pty Ltd which are each separate businesses. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, The Wealth Connection Pty Ltd is only responsible for the financial planning services provided by its Authorised Representatives.
This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.
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