Belfast Wealth Management - Port Fairy, Victoria

Belfast Wealth Management is a financial advisory firm located in the charming town of Port Fairy, Victoria, Australia. The company's address is shop 4/22 Bank St, Port Fairy VIC 3284, Australia, and they can be reached by phone at 355682940. Their website, belfastwealth.com.au, provides valuable information about their services and team.

As a Financial Advisor, Belfast Wealth Management specializes in offering personalized financial solutions to individuals and businesses. The company's team of experienced advisors works closely with clients to understand their financial goals and develop a tailored plan to achieve them. Whether clients are looking to invest for the first time, plan for retirement, or manage their existing portfolio, Belfast Wealth Management has the expertise and resources to help.

One of the unique features of Belfast Wealth Management is their commitment to accessibility. The company's location has a wheelchair-accessible car park and toilet, making it easy for clients with mobility challenges to visit. Additionally, the office has regular toilets for all clients to use.

According to Google My Business, Belfast Wealth Management has received 11 reviews with an average rating of 5/5. This is a testament to the company's dedication to providing exceptional service and building long-lasting relationships with their clients.

If you are looking for a financial advisor who can help you achieve your financial goals, Belfast Wealth Management is an excellent choice. Their personalized approach, commitment to accessibility, and strong reputation make them a standout in the industry.

Don't hesitate to visit their website, belfastwealth.com.au, to learn more about their services and team. You can also give them a call at 355682940 to schedule a consultation. Taking the first step towards financial success can be intimidating, but with Belfast Wealth Management's help, you can feel confident in your financial future.

Reviews of Belfast Wealth Management

Steve Dwyer

5/5

Amy helped us refinance a mortgage, which turned out to be quite complicated, but she navigated us through the process with ease. We highly recommend using Belfast Wealth and Amy to help you with your home loan needs.

Matt L

5/5

Belfast Wealth have been excellent for us. Amy has been amazing to deal with and her brokerage knowledge is exceptional. She is very organised and has been able to negotiate the best deals with lenders for us on numerous occasions. Along with the brokerage, their financial planning team has been very easy to deal with and always had our best interest at heart. Highly recommended.

Jack Payne

5/5

Amy from Belfast Wealth did a superb job coordinating finance for my first home. There was never a stupid question, and she made the entire process run smoothly. I would highly recommend Amy and the Belfast Wealth team to anyone seeking a mortgage broker.

Elle Murrell

5/5

I had a great experience with Belfast Wealth Management. Amid the interest rate rises and my loan's fixed term rate expiring, they explained all my options in a clear and supportive way and then processed my refinancing in a timely manner. I'm very grateful to the team for getting me a much better deal, organising everything, and improving my financial understanding along the way! I will be working with them again in the future and recommend them to anyone looking for expertise and honest advice from people who care.

Hamish Little

5/5

Belfast Wealth have provided financial planning and support to me for over 5 years now, ranging from buying vehicles, setting up home loans, family financial planning and investment solutions. The team have been fantastic, constantly available, highly responsive and always working with my best interests at heart. I would thoroughly recommend them for a broad range of financial services and would best describe their approach as providing ‘‘urban outcomes with a rural approach’’.

James Kemp

5/5

Amy was amazing she helped me purchase my property. She was informative and had a wealth of education. She held my hand from start to finish! Thank you Amy for everything!

Xavier Reicha

5/5

Brad & the team have helped us over the years with advice & refinancing. Outstanding service, guidance & follow up.
Couldn’t recommend more highly.

Clare Van der Aa

5/5

We have been clients of Belfast Wealth from inception and take great comfort in the ongoing advice and service Shane and the team deliver to us. They have been helping us transition towards eventual retirement from dairy farming, incorporating all aspects of our finances including super, investments and insurances, and liaising with our other consultants when required. Our regular catch ups ensure we are clear on the agreed plan, and make adjustments when and where necessary. Just recently they have gone above and beyond to help out a friend in need suffering from a terminal illness, to access his super, and this was done on a pro-bono basis. We would have no hesitation in recommending Belfast Wealth for anyone looking for financial guidance and personalised service. 5 Stars- Mike & Clare