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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.

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WHAT WE BELIEVE:

  • We deliver tailored financial solutions as individual as you are. We make it our business to understand yours.

  • Making real and lasting connections built on trust and integrity is at the heart of what we do.

  • We are connecting all of your financial needs under one roof, freeing up more time and resources to enjoy the good things in life.

  • We are focused on driving results, growing together and delivering a premium service proposition that we can be proud of.

  • We don’t believe in fine print. We value upfront, uncomplicated and honest conversations that you can relate to.

TESTIMONIALS

  • Paul Connolly & Alanna Harmey

    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!

  • Mitchell Duff

    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

  • Lee & Emmah Tsiamis

    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.

  • Kare Martens & Dr Anna Boucher

    Nik and Nathan have offered great advice on a plethora of topics from estate planning, to wills, to superannuation to refinancing mortgages. We are very grateful for their work and look forward to our continued relationship with them!

  • Benjamin Patten

    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!

  • Dirk Den Dulk

    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. 

  • Erwin Wietrzyk

    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.

  • Ingrid Wietrzyk & Marty Sierszycki

    The service provided by the Wealth Connection has been fantastic. The process from finding the best home loan for our needs at a very competitive interest rate, through to loan pre-approval and signing the documents was really easy and hassle free. We were always kept updated and Nik was easy to get in touch with whenever we needed him. A big thank you and we’d recommend the Wealth Connection to our family and friends.