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 needs of our team, their families and our clients. -
We’re highly COMPETENT at what we do
Our knowledge, skills and experience deliver better advice, service and results. -
We value clear and transparent COMMUNICATION
We’re straightforward, honest and explain complex issues in plain English. -
We’re renowned for our DEPENDABILITY
You can count on us. We’re reliable, trustworthy and here when you need us. -
We’re DOWN TO EARTH, easy going & authentic
We’re local, approachable and easy to deal with.