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General WealthDirect enquiries

Click here to email our service team or check out our frequently asked questions where we may have already answered your question.

More complex advice enquiries

We can organise for one of our experienced financial advisers to contact you to assist with any advice related questions. Please complete the following information and we will contact you shortly.

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Please tick the following boxes that best describe the areas you need assistance with:

Investment advice (asset allocation, shares managed funds, holistic advice) Self Managed Super Funds (establishment, managements, admin support)
Reviewing my current financial plan, investment portfolio, insurances and/or risk management
Estate Planning
Protecting my families financial position
Asset Protection
Developing a full financial plan
Tax minimisation strategies
Cash flow planning/budgeting
Debt reduction/restructuring

Do you have any specific issues or comments regarding your needs? These details will help us select the most appropriate adviser for YOUR circumstances.