Planning for retirement
7th April 2025
Our Business
Better Wealth is a professional yet down to earth financial advisory firm that specialises in retirement planning & investment advice for over 50’s. We combine big-city expertise with country-town service, offering our clients peace of mind, security and clarity about their finances.
People choose to work with us because they:
- Are nearing retirement and wish to maximise their nest egg and retirement lifestyle.
- Know expert advice will improve their financial situation.
- Are receiving a windfall (inheritance, asset sale, etc.) and need guidance.
- Have experienced a life change (divorce, loss of partner, etc.) and need support.
- Prefer to leave financial management to a trusted professional.
Our name is our promise. We continually strive to provide our valued clients with better advice, better service & better results.
Our Values
At Better Wealth, our company values are the foundation of everything we do. They guide our decision-making, shape our culture and inspire us to deliver exceptional service.
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We put our PEOPLE first
We prioritise the well-being, interests and needs of our team, their families, and our clients. Our success is built on the success and satisfaction of those who support us. -
We’re highly COMPETENT at what we do
We’re retirement planning and investment experts. We have the knowledge, skills, and experience to provide our clients with better advice, better service, and better results. -
We value clear and transparent COMMUNICATION
We build trust and prevent misunderstandings by being straightforward. We communicate in plain English, making even the most complicated matters clear and easy to understand. -
We’re renowned for our DEPENDABILITY
You can count on us. We’re reliable, trustworthy, and accessible. Our reputation comes from consistently acting with integrity and being here when you need us most. -
We’re DOWN TO EARTH, easy going & authentic
We're local, friendly, and helpful. We take a common-sense approach to business and genuinely value the relationships we build—with each other and our clients.