Have you reached a stage in your life where you are not sure if the path you are travelling is the best way forward? Don’t worry, you are not alone and we are here to help. Whether you are an individual, couple or have a family we are here to help you achieve your goals.

Individuals & Couples

WealthMarc provide tailored advice to a range of individuals and couples.

• Make you money start working for you by appropriate use of savings
• Arranging finance for a new home purchase
• Refinancing your existing mortgage
• Making sure your most important assets are protected (health, family & income)
• Manage your cash flow better through a tailored budget

Our role is to find out exactly what it is you wish to achieve, discuss your options and meet on a periodic basis to ensure you are on track to achieve your goals and make any adjustments should your circumstances change. We will also discuss the importance of super and why you need to start thinking about it now rather than in a couple of decade’s time.

Families

WealthMarc has been helping families for several years. We offer you a dedicated service focused on achieving your family’s goals by offering a professional and friendly service.

• Building a plan to manage your cash flow
• Making arrangements so that your family’s quality of life is not jeopardised through accidental injury or illness
• Making provisions for your children’s future education
• Building a plan so you can purchase your family home
• Refinancing your current loan so that you are getting the best deal for you
• Brining to your attention your needs so that should something unexpectedly happen to you your assets are managed in line with your wishes

• Remain in control of your finances
• Understand your options
• Are able to make informed decision through being shown the likely outcomes of various scenarios
• Have complete confidence that WealthMarc is optimising your financial situation

Contact us today on (02) 9880 8942 or email info@wealthmac.com.au to take the first step in creating financial security and wellbeing.