WealthPlan Advisory - Norwest, New South Wales

WealthPlan Advisory

WealthPlan Advisory is a highly regarded financial consulting firm located in Norwest, New South Wales, Australia. With a team of experienced professionals, they offer a wide range of services including financial consulting, business management consulting, investment services, and property investment advice.

Their office is situated at a convenient location at 307/12 Century Cct, Norwest NSW 2153, Australia, and can be easily reached by phone at 288500388. For more information or to schedule an appointment, visit their website at wealthplanadvisory.com.au.

Specialties

• Financial consultant
• Business management consultant
• Investment service
• Property investment company

Other points of interest

• Wheelchair-accessible car park
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

Opinions

This company has received 11 reviews on Google My Business, with an impressive average rating of 4.9/5 stars. Clients appreciate the personalized attention and expert advice provided by the WealthPlan Advisory team.

👍 Reviews of WealthPlan Advisory

jojo G.

5/5

Being a 'do it later' kind of person, I had been wanting to get financially organised for some time but found it all a bit confronting. Then I met with Sashi! Sashi's straightforward and clear, well explained advice was not only a great relief, but refreshing. She guided me through what was needed to achieve particular outcomes with much patience and compassion. She is no nonsense, specific and very clear on her advice and will ensure that you fully understand one step before she takes you to the next. Sashi is always on hand to answer any questions and her insight is very much appreciated. Awesome woman!

Mary C.

5/5

We have been dealing with Sashi for over seven years. During this time Sashi has proven to be a professional and diligent person with a friendly welcome at each visit.
Sashi has always listened to what we had to say and her advice has always been true and valuable. For this Sashi has our greatest respect.
We highly recommend Sashi and her fabulous team.

Rachel D.

5/5

I cannot say enough about the services of WealthPlan Advisory - they are a truly great team to work with. Sashi and her team supported my husband and I from our initial conversations helping us set goals and clearly map out our financial priorities to facilitating the very speedy set up of an SMSF and the purchase of an investment property. They held our hands, took away the (overwhelming) detail and presented the process in a clear and organised manner. Their knowledge, attention to detail and reaction times are all exemplary. I would highly recommend using their services for this and indeed other advisory matters. Rachel Davidson

Belle B.

4/5

I have worked with WealthPlan Advisory over the last 5 years. Sashi is a very thorough financial planner. She is very supportive of future plans and knows just how to help with the right advice. Sashi is great with the detail and always knows the right structure or solution to put in place to help achieve your goals. Thanks Sashi!

Frances B.

5/5

Sashi and all the staff are very professional and approachable. All questions are answered as priority. I have and always will refer WeathPlan Advisory to all my friends. I have found Sashi and her team have always had my best interest at heart

Melanie B.

5/5

I have been extremely happy with Sashi Veale’s advice and help over the last couple of years .
I put all of my trust in her knowledge and experience.

Lisa G.

5/5

Highly recommend WealthPlan Advisory, they go above and beyond to see that a plan is created that best suits me and my family. They are trustworthy and dedicated to supplying the outstanding service.Could not fault them.

Chris P.

5/5

Happy with the management of our SMSF. Very professionally done with good outcomes. Would recommend to anyone looking for a desirable wealth planner.