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Wealth Effect Group is a financial consultant offering mortgage brokering, financial advice and self-managed super fund advice. Our services include financial planning, self-managed super fund planning, retirement planning, mortgage consulting, property investment planning, ethical investments, debt planning and private school funding. We are servicing clients in Yaraville, Victoria and surrounding suburbs including; Footscray, Seddon, Brooklyn, Kingsville, Maidstone, Tottenham, West Footscray, Newport, South Kingsville, Spo... read more
Suite 102/175B Stephen St, Yarraville, VIC, 3013, Australia
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 8:30 a.m. to 5:30 p.m. | |
Tue | 8:30 a.m. to 5:30 p.m. | |
Wed | 8:30 a.m. to 5:30 p.m. | |
Thu | 8:30 a.m. to 5:30 p.m. | |
Fri | 8:30 a.m. to 5:30 p.m. | |
Sat | Closed | |
Sun | Closed |
We would not hesitate to recommend Andre to anyone looking to get their finances organised and grow their wealth. Andre's intimate knowledge of the financial landscape and his great network, helped us get our long-term investment strategy moving in the right direction. He was able to make the complex simple and it was easy to see the long-term benefits of our personal financial strategy through their financial modelling tools. I wish I had started earlier
WE have had excellent service and an excellent relationship with Andre (Wealth Effect Group) ever since he took control of our Superannuation Fund from Gateway Financial a number of Years ago. Our fund performance has actually outperformed the market during that time.
We recently came here based on recommendations from a local facebook group. We had a meeting with Andre (who was late from his bar opening). He was ok in person, however subsequent follow ups around a quote, a plan and referrals to the in house accountants (needed our tax returns done) were subsequently ignored. I guess he and/or wealth effect didn't want to look after our financial and accounting needs after all. I wouldn't recommend. Thank you for wasting our families time.
Wealth Effect Group has a 5 star rating with 2 reviews.
Wealth Effect Group is closed now. It will open at 8:30 a.m.