Olleh Wealth - Wynnum, Queensland
Address: 145/147 Bay Terrace, Wynnum QLD 4178, Australia.
Phone: 1300065534.
Website: ollehwealth.com.au
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Toilet, Appointments recommended.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Olleh Wealth
⏰ Open Hours of Olleh Wealth
- Monday: 8:30 am–5:30 pm
- Tuesday: 8:30 am–5:30 pm
- Wednesday: 8:30 am–5:30 pm
- Thursday: 8:30 am–5:30 pm
- Friday: 8:30 am–5:30 pm
- Saturday: Closed
- Sunday: Closed
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"content": "
Olleh Wealth: Your Trusted Financial Planning Partner in Wynnum
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Olleh Wealth stands as a prominent financial planning firm based in the heart of Wynnum, Queensland, Australia. Operating from their central location at 145/147 Bay Terrace, Olleh Wealth provides expert guidance to individuals and families seeking to secure their financial future.
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Core Services and Expertise
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At the core of Olleh Wealth's offering is their specialized expertise as financial planners. Their team of experienced professionals focuses on delivering personalized financial advice tailored to meet the unique needs and objectives of their clients. They guide clients through complex financial decisions, particularly concerning superannuation strategies, investment planning, retirement income strategies, estate planning, and insurance review. The emphasis is on creating comprehensive financial solutions that align with individual life goals, risk tolerance, and time horizons.
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The firm's approach often involves a collaborative process, much like the experience shared by a client investigating better superannuation options. As highlighted in feedback, the team at Olleh Wealth, including individuals like Tarek and Harry, are noted for their patience, thoroughness, and supportive nature. They are praised for breaking down complex financial processes into understandable components, ensuring clients feel informed and empowered throughout their financial journey. This personalized attention is presented as a key differentiator, setting Olleh Wealth apart by providing actual people to discuss financial intricacies with.
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Financial planning at Olleh Wealth goes beyond simple advice; it involves strategic wealth management aimed at long-term growth and security. They help clients navigate market fluctuations, optimize tax implications, and plan for major life events such as buying property, funding education, or managing business succession. Their services likely encompass a full spectrum of financial advice, helping clients build and preserve wealth effectively.
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Location and Accessibility
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Located at 145/147 Bay Terrace in Wynnum, Olleh Wealth is conveniently situated to serve the local community and clients traveling from various parts of Queensland. Wynnum itself is a desirable suburb known for its lifestyle amenities. The physical accessibility of their Wynnum office is well documented, featuring a wheelchair-accessible car park and a toilet facility, ensuring that all clients, regardless of mobility, can visit comfortably and without hindrance.
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For those seeking detailed financial advice or consultations, Olleh Wealth recommends appointments. This practice allows for dedicated time to explore financial goals thoroughly, ensuring that the advice provided is both relevant and actionable. To initiate contact or schedule a meeting, prospective clients can reach out via phone at 1300065534 or explore their professional insights and offerings on their dedicated website, https://ollehwealth.com.au/. Their online presence serves as a valuable resource for those researching financial planning services in the area.
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Client Testimonials and Reputation
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Olleh Wealth's reputation is built upon client satisfaction and proven expertise. They currently hold an impressive average rating of 5 out of 5 stars, based on 19 reviews across Google My Business. This stellar online presence speaks volumes about the quality of service they consistently provide. Clients frequently express gratitude for the supportive guidance received during complex financial transitions, highlighting the firm's ability to demystify intricate processes and offer clear direction.
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Feedback consistently praises the team's professionalism, patience, and effectiveness in explaining financial concepts. The positive experiences shared by clients investigating significant financial changes, such as superannuation strategies, underscore Olleh Wealth's role as a reliable partner in navigating Australia's complex financial landscape. The high number of positive reviews and the perfect average rating indicate a strong track record of client success and satisfaction.
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Why Choose Olleh Wealth
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Choosing Olleh Wealth means partnering with a firm that offers more than just standard financial advice. Key reasons include:
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- Personalized Approach: Services are tailored to individual circumstances, moving beyond generic advice to address specific financial goals and concerns.
- Experienced Team: The team, including planners like Tarek and Harry, brings expertise and a collaborative spirit to client engagements.
- Focus on Support: Known for being patient, informative, and supportive, helping clients feel confident in their financial decisions.
- Strategic Wealth Management: Providing comprehensive strategies for building and protecting wealth over the long term.
- Accessibility: Located in Wynnum with facilities accommodating all clients, and a preference for appointment-based consultations to ensure quality time is dedicated to each client.
- Proven Reputation: Backed by a high average rating and numerous positive reviews, reflecting a consistent record of client care and effective financial planning.
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For individuals in Wynnum or the surrounding regions of Queensland seeking a reliable, client-focused financial planning service, Olleh Wealth presents a compelling option. They combine professional expertise with a supportive methodology, making complex financial planning less daunting and more achievable for their clients.
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Conclusion: Building Lasting Financial Security Together
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Olleh Wealth positions itself as more than just a financial advisory service; they aim to be a collaborative partner in building lasting financial security. Their Wynnum location offers accessibility, their team provides expertise and support, and their online resources make information readily available. By focusing on personalized strategies and client education, Olleh Wealth effectively addresses the diverse financial needs of Australians, helping clients from Wynnum and beyond navigate their financial futures with confidence.
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In a landscape where sound financial advice is paramount, Olleh Wealth's commitment to clear communication, strategic planning, and client well-being makes them a noteworthy choice for anyone seeking professional financial guidance.
",
"summary": "Olleh Wealth is a highly-rated financial planning firm in Wynnum, QLD, offering personalized wealth management with an average 5/5 Google rating.",
"keywords": ["Financial Planner", "Wealth Management", "Superannuation", "Investment Planning", "Retirement Planning", "Wynnum", "Financial Advice"],
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👍 Reviews of Olleh Wealth
