Investing in property? Know the costs before you buy
6th January 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
This reflects our commitment to prioritising the well-being, interests, and needs of our staff, their families, and our clients. It embodies the principles of employee care, family support, and client service, acknowledging that our success is fundamentally linked to the well-being and satisfaction of those who rely on us. -
We’re highly COMPETENT at what we do
This underscores our exceptional skills, knowledge and proficiency in advising and servicing our clients. It embodies the principles of expertise, efficiency, adaptability and problem-solving. Ultimately, it reflects our commitment to continuous growth and learning, as well as our dedication to regularly reviewing and refining everything we do to optimise client outcomes. -
We value clear and transparent COMMUNICATION
This refers to our style of conveying information in a way that is straightforward, honest and easy to understand. It embodies the principles of clarity, simplicity, transparency and constructive feedback. Overall, this value reflects our commitment to fostering trust, avoiding misunderstandings and enhancing collaboration. -
We’re renowned for our DEPENDABILITY
This reflects the respect we’ve earned for our reliability and trustworthiness. Our reputation is grounded in a consistent track record of integrity, service, performance and accessibility. Overall, this value showcases our hard-earned and well-established commitment to being there for our staff and our clients. -
We’re DOWN TO EARTH, easy going & authentic
This reflects our practical, relatable, and humble approach to both business and life. It embodies the principles of remaining grounded, approachable and sincere. In essence, this value highlights our commitment to nurturing a comfortable and honest environment where everyone feels valued.