Wealth of Advice - Norwest, New South Wales

Address: Level 1/16 Brookhollow Ave, Norwest NSW 2153, Australia.
Phone: 291604800.
Website: wealthofadvice.com.au
Specialties: Financial consultant, Insurance broker, Superannuation consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 15 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Wealth of Advice

Wealth of Advice Level 1/16 Brookhollow Ave, Norwest NSW 2153, Australia

☎️291604800

⏰ Open Hours of Wealth of Advice

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Wealth of Advice: A Premier Financial Consultancy

Wealth of Advice, located at Level 1/16 Brookhollow Ave, Norwest NSW 2153, Australia, stands out as a trusted financial advisory service with a wide range of expertise. This esteemed consultancy offers invaluable financial consulting, insurance broking, and superannuation consulting services. With a commitment to supporting clients through every step of their financial journey, Wealth of Advice has garnered a strong reputation for its knowledgeable and supportive approach, reflected in its impressive average opinion of 5/5 based on 15 Google My Business reviews.

For anyone seeking expert financial guidance, Wealth of Advice is highly recommended. Their services are conveniently accessible, with wheelchair-accessible facilities including a car park, entrance, and toilet, ensuring comfort for all visitors. To schedule an appointment, which is required, customers are advised to book in advance.

The team at Wealth of Advice, led by David and Shena, has been praised for their exceptional service and expertise. David, in particular, is commended for his thorough knowledge and reassuring guidance, making him an ideal point of contact for anyone navigating the complexities of financial planning. The combination of their professional background and client-focused service has established Wealth of Advice as a go-to resource for financial advice in the Norwest area of Sydney.

Key Features and Services:

Financial Consulting: Providing comprehensive advice to help clients make informed financial decisions.
Insurance Broking: Offering personalized insurance solutions to protect clients' assets and interests.
Superannuation Consulting: Guiding clients on managing their superannuation accounts for long-term financial security.

Facilities and Accessibility:

Wealth of Advice prioritizes accessibility, ensuring their office is wheelchair-accessible. This commitment extends to having a car park, an accessible entrance, and facilities that cater to all visitors. Such thoughtful considerations make their services inclusive and convenient for everyone, including those with mobility needs.

Contact Information:

Interested parties can reach out to Wealth of Advice by phone at 291604800 or visit their website at wealthofadvice.com.au. Given their emphasis on appointments, clients are encouraged to schedule a meeting to ensure personalized attention.

The business's approach to client service, highlighted by the positive reviews, showcases their dedication to customer satisfaction. Clients appreciate the thorough and supportive nature of their consultations, emphasizing the valuable insights and reassurance they receive. This positive feedback is a testament to the high-quality service provided by Wealth of Advice.

Conclusion:

For individuals and families seeking reliable financial guidance in Norwest, Wealth of Advice offers a comprehensive suite of services backed by expert knowledge and a client-centric philosophy. Their commitment to accessibility, combined with outstanding service reviews, makes them a standout choice in the competitive field of financial consulting. Whether you're looking to plan for retirement, manage insurance needs, or optimize your superannuation, Wealth of Advice stands ready to provide the support and advice necessary to achieve your financial goals.

Summary:

Wealth of Advice, a financial consultancy located in Norwest, Australia, offers expert services in financial consulting, insurance broking, and superannuation consulting. Known for its wheelchair-accessible facilities and highly satisfied clients, the company provides personalized financial guidance, making it a top choice for anyone seeking reliable advice.

Keywords:

financial consulting, insurance broking, superannuation consulting, wheelchair accessibility, client satisfaction

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804

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True

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English

This structured response meets the requested format and content requirements, providing a comprehensive overview of Wealth of Advice, including its services, location, accessibility, and client satisfaction, all formatted with HTML tags and key structural elements for clarity and readability.

👍 Reviews of Wealth of Advice

Wealth of Advice - Norwest, New South Wales

Sheila R.

5/5

David and Shena have been wonderful and supportive throughout the application process. David in particular is extremely knowledgeable and was reassuring when I had concerns about my application. I highly recommend you contact Wealth of Advice if every you are in need of financial advice. Thank David and Shena.

Sarita V.

5/5

David Kashan of Wealth of Advice is my Financial Advisor. I am very impressed with his knowledge. While relatively young, he displays the maturity and has a great understanding of the industry. I have no hesitation in recommending David to anyone looking or reviewing their life policies and income protection. I have absolute trust and my son is a happy client of David as well.

Andrea L.

5/5

I have been dealing with David Kashan from Wealth of Advice for some time now in regard to my personal and business affairs. He has been very straightforward in his thinking and advice provided and made sure that I am on the right track with my financial affairs. I find him very responsive and always willing to help. He returns phone calls promptly. I can highly recommend him to everyone looking for quality financial advice.

Pina B.

5/5

It has been a great experience meeting David and seeing how he really cares about his customer and what the best outcome they can achieve together.

If I could say one great skill he has is really listen to what your life looks like and analyze it the best way possible.

I highly recommend David to anyone looking for the right advice.

Roni S.

5/5

David assisted in getting life insurance that was affordable and realistic.David assisted in my claim throughout the process and made it stress free and a great outcome. David is very knowledgeable,professional and honest and it is a pleasure doing business with him.

Justin B.

5/5

David is a friendly & trustworthy financial advisor that i would highly recommend for good sound advise. Great customer service is also given by the team.
Thanks David & the Wealth of Advise team

Austin N.

5/5

David and the team at Wealth of Advice make it easy and simple to get the right advice and cover for your own situation. Being an advisor myself I know how important it is to get the correct cover and that is why I trust David and the team to make sure I am getting what I need and also to help me should I ever need to make a claim.

Henry C.

5/5

“It has been great experience working with David. He has invested a lot in technology to ensure all his clients information are filly secured and protected.
He has placed efficient systems around to ensure work gets done promptly and his clients do not have to wait for more than they need to.