Private Wealth Architects - Nedlands, Western Australia

Address: 136 Stirling Hwy, Nedlands WA 6009, Australia.
Phone: 418414404.
Website: privatewealtharchitects.com.au
Specialties: Financial consultant.
Other points of interest: Identifies as women-owned, Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Private Wealth Architects

Private Wealth Architects 136 Stirling Hwy, Nedlands WA 6009, Australia

⏰ Open Hours of Private Wealth Architects

  • Monday: 8 am–5:30 am
  • Tuesday: 8 am–5:30 pm
  • Wednesday: 8 am–5:30 pm
  • Thursday: 8 am–5:30 pm
  • Friday: 8 am–4:30 pm
  • Saturday: Closed
  • Sunday: Closed

Private Wealth Architects

Private Wealth Architects, located at 136 Stirling Hwy, Nedlands WA 6009, Australia, is a reputable financial consulting firm that specializes in providing personalized financial solutions for their clients. The company has received high praise for its commitment to excellence and its dedication to helping individuals and families achieve their financial goals.

Specialties: Financial consultant

Other points of interest: Identifies as women-owned, Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended

With a team of experienced and knowledgeable financial advisors, Private Wealth Architects offers a wide range of services, including investment planning, retirement planning, and estate planning. The company's commitment to personalized service and customized solutions sets them apart from other financial consulting firms.

The firm's location in Nedlands, WA, makes it easily accessible for clients in the area. Additionally, Private Wealth Architects offers online appointments, making it convenient for clients who may not be able to visit the office in person.

To schedule an appointment or learn more about Private Wealth Architects' services, visit their website at privatewealtharchitects.com.au or call 418414404.

The company has received 4 reviews on Google My Business, with an average rating of 5/5, indicating a high level of satisfaction among its clients. Private Wealth Architects is committed to providing exceptional service and helping their clients achieve their financial goals.

👍 Reviews of Private Wealth Architects

Private Wealth Architects - Nedlands, Western Australia
Riccardo P.
5/5

I am thrilled to share my outstanding experience with Private Wealth Architects, particularly with Katie as my main advisor. Over the past four years, Katie's expertise and dedication have been instrumental in guiding me toward achieving my financial goals.

What sets Katie and Private Wealth Architects apart is their genuine commitment to client success. Katie is always accessible and responsive, addressing any concerns or questions promptly and with great clarity. Beyond investment advice, she has offered invaluable insights on tax planning, retirement strategies, and estate planning, ensuring a comprehensive approach to my financial well-being.

I wholeheartedly recommend Private Wealth Architects, especially Katie, to anyone seeking a reliable, knowledgeable, and dedicated financial advisor. With their exceptional service and Katie’s expert guidance, you can be assured that your financial future is in excellent hands.

Private Wealth Architects - Nedlands, Western Australia
Monique W.
5/5

I began working with Katie as our financial adviser over three years ago. She expertly guided my husband and I in developing strategies to build our wealth, reduce our debt, and ensure we had sufficient cash flow to send our sons to private schools.

Recently, as I've embarked on the process of separating from my husband, Katie's practical advice has proven invaluable. She serves not only as a sounding board but also as someone who keeps me on track during this emotionally challenging time. Her ability to provide clear direction when I veer off course has been crucial.

Katie's expertise as a financial adviser is exceptional, and I'm grateful to have her on my team. Her guidance has been instrumental in navigating both our family's financial planning and my current personal transition.

Private Wealth Architects - Nedlands, Western Australia
Yvonne K.
5/5

Katie is that rare woman who helps other women rise to their full potential. When I divorced several years ago, I came into a large financial settlement that I didn't know how to properly manage. As a single mum with two teenagers, I was alone, scared, and feeling completely out of my depth. I engaged Katie to guide me through investments, superannuation, and asset protection. With Katie's coaching and support over the past four years, I am financially independent and planning for retirement years earlier than I ever imagined I could. I have no debt, live a very comfortable life, and feel financially safe for the first time in decades. If I can do it, so can you.

Private Wealth Architects - Nedlands, Western Australia
Craig D.
5/5

Katie has been an amazing source of financial support since Day 1. It is rare to find someone that you are able to trust with your prospective wealth. Her guidance has been invaluable; certainly a relationship to maintain.

Go up