Planning for tomorrow, today.
Financial advice to help you manage, grow and protect your wealth.
Stress Less.
Take Control
Plan Ahead
A plan of finances expands beyond a simple monetary matter. It offers the freedom to live your life without being preoccupied about your financial situation. It contributes to your self-assurance and enthusiasm towards your future goals.
Furthermore, a financial plan allows for the creation of a legacy for future generations to come.
Oz Wealth is at your service to support you in taking command of your finances and enabling you to live your life according to your own expectations.
How can we help
How can we help?
Make the most of retirement
You would like to leave a legacy for your kids and ensure you don’t run out of money anytime soon.
What we do
As experts in the field of finance, we create individualised financial plans that are designed to guide you through a series of strategic steps. Our goal is to empower you to make informed choices regarding your finances.
Superannuation
Saving for retirement can be achieved through Superannuation. By accumulating funds throughout your working years, you can ensure that you will have a sufficient income to enjoy a comfortable and secure retirement.
Insurance
The cornerstone of any financial strategy is insurance. Our expertise lies in identifying potential risks and devising tailored insurance plans that meet the needs of both you and your loved ones.
Prepare for tomorrow, make the most of today.
Insights
How to boost your super with a lump sum
If you’re lucky enough to have received a windfall, perhaps an inheritance or a retrenchment payout, your first decision will be what to do with it. Assuming you have decided against a shopping splur... ...more
superannuation
August 02, 2023•3 min read
Market movements & review video – August 2023
While the price of most goods and services continues to rise, the good news is the rate of increase is continuing to slow. ...more
July 06, 2023•0 min read
Trusts and the new super tax rules
Linkedin is a powerful tool to help you establish and maintain your reputation and develop your career and business. So, if you either don’t yet have a presence on Linkedin or suspect you may not be g... ...more
Tax
June 14, 2023•3 min read
Who needs a testamentary trust?
Linkedin is a powerful tool to help you establish and maintain your reputation and develop your career and business. So, if you either don’t yet have a presence on Linkedin or suspect you may not be g... ...more
finance
May 16, 2023•4 min read
Get In Touch
Call 1300 902 540
Our Location
Level 10, 36 Marine Parade, Southport Qld 4215
Operating Hours
Mon - Fri: 9:00am - 5:30pm
Sat - Sun: Closed
Fidelity Trading Pty Ltd trading as Oz Wealth is a Corporate Authorised Representative (1301411) of Beryllium Advisers Pty Ltd.
Beryllium Advisers Pty Ltd holds an Australian Financial Services License number 528250.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.