Purewealth Services: Financial Advisory - Broadmeadows, Victoria

Purewealth Services: Your Trusted Financial Advisor

For individuals and families seeking comprehensive and personalized financial advice, Purewealth Services stands as a premier choice in Broadmeadows, Victoria, Australia. Dedicated to empowering clients to achieve their long-term financial goals, Purewealth Services offers a robust suite of services delivered by experienced and qualified financial consultants and financial planners. The company’s commitment to client success is deeply rooted in understanding each individual’s unique circumstances, risk tolerance, and aspirations.

About Purewealth Services

Purewealth Services is a locally-based firm focused on providing tailored investment services and superannuation consulting. They distinguish themselves through a client-centric approach, prioritizing open communication, transparency, and proactive planning. The firm’s philosophy centers around building long-term relationships based on trust and mutual respect. They believe that effective financial planning isn't just about managing money; it’s about securing a prosperous and fulfilling future. Their team is consistently updated on the latest regulatory changes and market trends, ensuring clients receive the most informed and relevant guidance.

Services Offered

Purewealth Services’ service offerings are designed to cater to a diverse range of financial needs. Here’s a breakdown of their key areas of expertise:

• Financial Consulting: They provide expert advice on a wide array of financial matters, including retirement planning, estate planning, tax planning, and debt management.
• Financial Planning: A core service, their comprehensive financial plans are meticulously crafted to align with client goals, considering both short-term and long-term objectives.
• Investment Services: Purewealth Services offers personalized investment strategies, leveraging a range of investment products to help clients grow their wealth. This includes managed portfolios, individual stocks and bonds, and a selection of ETFs and mutual funds.
• Superannuation Consulting: Navigating the complexities of superannuation can be challenging. Purewealth Services provides expert guidance on superannuation contributions, choice of funds, and retirement income strategies.

Furthermore, they assist with insurance planning, ensuring clients have adequate protection for themselves and their families. They meticulously analyze individual circumstances to determine the most suitable insurance products – life insurance, disability insurance, and income protection insurance – to mitigate potential risks.

Location and Accessibility

Purewealth Services is strategically located at 12 Dimboola Rd, Broadmeadows VIC 3047, Australia. They are committed to providing a welcoming and accessible environment for all clients. The office boasts several crucial accessibility features, including:

• Wheelchair-accessible car park: Ensuring convenient access for clients utilizing mobility devices.
• Wheelchair-accessible seating: Providing comfortable seating options for all visitors.
• Wheelchair-accessible toilet: A fully accessible restroom facility is available on-site.
• Toilet facilities: Standard restroom amenities are available.
• Appointment required: To guarantee personalized attention and efficient service, all clients are required to schedule an appointment.
• Appointments recommended: While walk-ins are occasionally accommodated, scheduled appointments are strongly recommended for optimal client engagement.
• Free of charge street parking: Clients can take advantage of ample free street parking in the vicinity.
• Free parking lot: A designated free parking lot is available for client convenience.
• On-site parking: Limited on-site parking is available.

Client Feedback and Reputation

Purewealth Services has garnered consistently positive feedback from its clients, as evidenced by its impressive average opinion of 5/5 on Google My Business. With 20 reviews available, prospective clients can gain valuable insights into the experiences of others. The overwhelmingly positive reviews highlight the firm’s professionalism, expertise, and commitment to client satisfaction. Here’s a sample of recurring themes from client testimonials:

• “The team at Purewealth took the time to truly understand my financial goals and created a plan that’s both realistic and achievable.”
• “I felt completely comfortable discussing my finances with [advisor’s name]. They were knowledgeable, patient, and always willing to answer my questions.”
• “Highly recommend Purewealth Services for anyone seeking reliable and trustworthy financial advice.”

Contact Information

For more information or to schedule an appointment, please contact Purewealth Services:

• Address: 12 Dimboola Rd, Broadmeadows VIC 3047, Australia
• Phone: 410583339
• Website: purewealth.au

Purewealth Services is dedicated to helping you achieve your financial aspirations. They invite you to schedule a consultation and discover how their expertise can benefit you.

👍 Reviews of Purewealth Services: Financial Advisory

Mohan Y.

5/5

I have had the pleasure of working with Kaan Doluner from Pure Wealth Services on multiple occasions, and I can confidently say that he is an exceptional financial planner. Kaan is not only highly knowledgeable and experienced, but he also approaches his work with genuine humility and care.
What truly sets Kaan apart is his dedication to his clients. He goes above and beyond to provide clear, thoughtful, and practical financial advice. His professionalism is matched by his kindness, patience, and willingness to assist, ensuring that his clients feel informed and supported at every step.
Each time I have sought his expertise, Kaan has been obliging, thorough, and incredibly helpful. His deep understanding of financial planning, coupled with his ethical and client-focused approach, makes him a standout in the field.
I have no hesitation in recommending Kaan and his team at Pure Wealth Services to anyone looking for trustworthy, knowledgeable financial guidance. If you are seeking a financial planner who genuinely cares and delivers outstanding service, Kaan is the person to go to.

Aysh H.

5/5

I am so grateful I found Kaan! From the moment we started working together, I knew I was in good hands. Kaan really took the time to understand my financial goals and crafted a personalised plan that made sense for me. All while building trust and confidence.

I really appreciate Kaan’s ability to break down complex financial concepts into easy to understand terms. He is always available to answer my questions, no matter how small.

Kaan’s insights have truly helped me make informed decisions. 

Thanks to his guidance, I feel more confident about my financial future.

If you’re looking for a professional who is knowledgeable, approachable, and genuinely invested in your success, I highly recommend reaching out to Kaan at Pure Wealth Services.

Semsudin F.

5/5

I am quite impressed with the comprehensive service I have received from Purewealth Services. Kaan has been professional and accommodating, providing useful superannuation and retirement advice. This has helped me get started on my superannuation journey in a halal way as a person who has not received financial advice in the past.

Ertan A.

5/5

I am incredibly impressed with the outstanding work ethics of Kaan and Omar. Kaans professionalism and knowledge really stood out making the entire experience stress-free and convenient to setting up my retirement. I highly recommend Kaan (Pure Wealth Services) for his remarkable skills and dedication to his work.

Aiyaz H.

5/5

Kaan has helped us to get started into investing and to do it in a halal way, which was our primary concern. He has made the process seamless and has addressed all our questions about investing and achieving financial freedom.
We look forward to working with Kaan and his team for many years to come.

Catlover

5/5

We cannot speak more highly of Kaan, who is an absolute pleasure to deal with. From the beginning we we have been impressed by his knowledge and experience. The service we have received is extremely personalised, and we really feel that Kaan understands how best to help us, so that we can be more financially secure in the years ahead. We were very surprised by making a few simple changes how much better off we would be in the future. The whole process was very easy and well set up especially as we don't know much about investing. Kaan has supported us all the way and we are looking forward to working with him. Overall we are so pleased we made the decision to work with Kaan.

Abdul F. A.

5/5

I've been working with Kaan for a few months and I'm very impressed. He's a highly competent financial advisor and a great guy who is supportive, highly professional and very smart. Looking forward to reaping the rewards of the plans we put together.

Jamaal

5/5

I am pleased to share my outstanding experience with Kaan Doluner at Pureweath. From the moment I engaged their services, I have been thoroughly impressed with the level of professionalism, expertise, and personalised attention provided. As a first time investor, Kaan has made the process effortless, and provided me with exceptional support - addressing all my queries promptly and comprehensively. I would not hesitate to recommend Kaan to anyone seeking expert financial guidance.