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
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.
Graphic Designer and Senior Lecturer
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!
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.
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.
Young Professionals - New Home Buyers
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.
The Wealth Connection
Goals & Objective Setting
Superannuation
Investment Selection
Retirement & Tax Planning
Cash Flow Coaching
Investment Management
Family Protection
Business Risk Protection
Estate Planning
Private Wealth Service
The Wealth Connection - Finance
Home Lending
Commercial Lending
Equipment Finance
SMSF Loans
Refinancing & Debt Health Check
The Wealth Connection
Financial Advice | Risk Protection
ABN 46 169 584 472
The Wealth Connection Finance
Lending Solutions
ABN 21 602 960 636
Proud members of:
E. This email address is being protected from spambots. You need JavaScript enabled to view it.
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
The Wealth Connection is a corporate authorised representative of Fitzpatrick’s Private Wealth Pty Ltd (ABN 33 093 667 595 and AFSL 247 429). 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, Fitzpatrick's is only responsible for the financial planning services provided by The Wealth Connection Pty Ltd.
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.
The Wealth Connection Privacy Policy | The Wealth Connection Finance Privacy Policy