Wealthwise Mandurah - Mandurah, Western Australia

Address: Unit 1/290 Pinjarra Rd, Mandurah WA 6210, Australia.
Phone: 895349111.
Website: wealthwise.com.au
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Toilet, Appointments recommended.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 4.7/5.

📌 Location of Wealthwise Mandurah

Wealthwise Mandurah Unit 1/290 Pinjarra Rd, Mandurah WA 6210, Australia

⏰ Open Hours of Wealthwise Mandurah

  • Monday: 8:30 am–5 pm
  • Tuesday: 8:30 am–5 pm
  • Wednesday: 8:30 am–5 pm
  • Thursday: 8:30 am–5 pm
  • Friday: 8:30 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

Wealthwise Mandurah

Wealthwise Mandurah es una empresa de asesoramiento financiero ubicada en Mandurah, Australia. La empresa tiene una dirección específica en Pinjarra Road, donde ofrece servicios de planificación financiera a sus clientes.

Características

Algunas de las características clave de Wealthwise Mandurah incluyen:

  • Experiencia y conocimientos en planificación financiera
  • Personalización de planes financieros según las necesidades individuales de los clientes
  • Acceso a una amplia gama de productos financieros
  • Atención personalizada y confiable

Ubicación

La dirección de Wealthwise Mandurah es:

Unit 1/290 Pinjarra Rd, Mandurah WA 6210, Australia.

La empresa está ubicada en un lugar accesible y cómodo, con estacionamiento y acceso para personas con discapacidad.

Información de contacto

Para obtener más información o programar una cita con Wealthwise Mandurah, puede llamar al teléfono:

895 349 111

O visitar el sitio web:

Especialidades

La especialidad principal de Wealthwise Mandurah es la planificación financiera, donde ofrecen asesoramiento personalizado y confiable para ayudar a sus clientes a alcanzar sus objetivos financieros.

Opiniones

Según las opiniones de los clientes, Wealthwise Mandurah ha demostrado ser una empresa confiable y de alta calidad, con un promedio de opinión de 4.7/5 en Google My Business.

Los clientes han elogiado a la empresa por su conocimiento, ayuda y personalización, destacando la importancia de la atención y confianza que proporcionan.

Otros datos de interés

Algunos otros datos de interés sobre Wealthwise Mandurah incluyen:

Accesibilidad: La empresa está diseñada y equipada para ser accesible para personas con discapacidad, con un estacionamiento y una entrada accesible.

Recomendaciones: Se recomienda hacer una cita con Wealthwise Mandurah antes de visitar la empresa.

👍 Reviews of Wealthwise Mandurah

Wealthwise Mandurah - Mandurah, Western Australia
John S.
5/5

A very big thank you to Kellie Dhu our financial advisor for her excellent knowledge and helpfulness. Kellie has given us total peace of mind and confidence in all aspects of financial advice.
Also a mention to Kim her secretary for her happy and welcoming attitude. It is a great relief knowing we are in safe hands.
Kellie is a great credit to Health Wise.
Thank you. John and Sue

Wealthwise Mandurah - Mandurah, Western Australia
Captain T.
5/5

We have found Kellie and Kim to be most helpful during our transition into retirement.
Being able to talk to a person in Mandurah is very important to us as retires if one was not in when we dropped in the other was able to help.
Great job very professional we are very happy with guidance we have been given.

Wealthwise Mandurah - Mandurah, Western Australia
Barbara W.
5/5

I took advantage of a free, no obligation appointment with Kellie Dhu at Wealthwise, and what a pleasant experience it was.
I appreciate her honest and straight forward approach, and I highly recommend her. She certainly went the extra mile for me and I'm very grateful.

Wealthwise Mandurah - Mandurah, Western Australia
Alison C.
4/5

Visited the office for our annual review of our finances . Kelly provides sound advice on our accounts . Also has excellent knowledge on government entitlements, providing hands on applications. Have recommended to others without hesitation.

Wealthwise Mandurah - Mandurah, Western Australia
Nisha J.
5/5

I had the pleasure of meeting Donovan for the first time ( I am a Professional in the medical/health sector) and I can recommend him very highly. He went well and beyond my expectations in helping me understand some of the basics, answering all my questions coupled with such an incredible warm and pleasant demeanor that makes you feel instantly comfortable and safe to share your financial goals, personal concerns/plans etc. He spent nearly 2 hrs at no cost at this preliminary appointment giving invaluable food for thought and advise and I truly appreciated that. You can tell that he genuinely cares about this clients and I feel confident going forward with his professional services and receiving good financial guidance and having a nice conversation at the same time with a lovely person. Finance can be a binary topic at the best of times but I think Donovan has a natural ability to make it less daunting and positively impactful.

Wealthwise Mandurah - Mandurah, Western Australia
Thomas M.
5/5

Just had a extremely informative and rewarding meeting with your Mandurah agent concerning going into aged care.
This meeting will save me thousands of dollars when the time comes.
I urge anyone making this move to consult these advisors.
I am extremely happy with your service.

T Mc Govern.
Mandurah

Wealthwise Mandurah - Mandurah, Western Australia
Robert B.
3/5

I have always been respected by the personal in this office during my visits. Kellie has explained things to me in great detail

Wealthwise Mandurah - Mandurah, Western Australia
Alan M.
5/5

Brilliant receptionist and advisers.I came away happy and impressed.

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