Empowering You to Achieve Financial Goals

 

We aim to assist individuals in understanding strategies that could potentially increase returns within their superannuation while ensuring these strategies are easily comprehensible.

Time Sensitive? Request A Call Back For A Free Appointment

We believe in the power of listening and take the time to truly understand our clients on a personal level. We recognize the wisdom and life experiences you bring to the table and our empathetic approach ensures a safe and respectful environment for open conversations

Services & Areas of Expertise

Superannuation

We specialize in navigating the complexities of superannuation, offering tailored advice and strategies.

Retirement Planning

Our expertise ensures personalized strategies that safeguard your financial well-being throughout your retirement journey

Insurance

Solutions to provide peace of mind, ensuring you have the coverage you need for life’s unexpected trials and challenges.

We Got You Covered. Don’t Get Caught Off Guard

Our objective in conducting no-cost, no-obligation information sessions is to offer further education on superannuation, raise awareness about your current investment products, highlight changes in Superannuation (regulations and legislations), explore other qualifying product options you might not be aware of, and demonstrate ways to potentially enhance self-funding during retirement.

We aim to assist individuals in understanding strategies that could potentially increase returns within their super while ensuring these strategies are easily comprehensible. Additionally, we confirm if they are in an optimal position presently.

Our Partners

Next Generation Advice
Sharpmove Finance
Wealthrite Advisory Group
Integral Advisory Solutions

Over 100 Five Star Reviews

  • Supportive, made it all so easy for me to transfer my Super minus the stress

    Julie Foott Avatar Julie Foott
    January 24, 2023

    Such professionalism exhibited from all the group. I couldn't be happier. Thank you.

    Tamie Blanch Avatar Tamie Blanch
    January 24, 2023

    Excellent communication. Every person I have spoken with has been very friendly, helpful and extremely knowledgeable. Highly recommend

    Kaylie Pert Avatar Kaylie Pert
    January 10, 2024
  • I found Brad to be very informative and knowledgeable about what he was talking about. He was able to answer any questions I asked quickly and made sure that I... read more

    Ray Walker Avatar Ray Walker
    January 24, 2022

    Couldn't be happier with what they have done for me and my super. Dealt with Steve, whose experience and knowledge in this area was second to none. I am now... read more

    Grant Lean Avatar Grant Lean
    January 24, 2023

    I am always being updated on what they are doing with my money.

    Richard Bell Avatar Richard Bell
    January 10, 2024
  • Wealthrite has given me clear direction and clarity in regards to my super fund, thank you very much Harley for make my fund work for me !!

    David Grenfell Avatar David Grenfell
    January 24, 2022

    JP and the team did a fantastic job in enlightening me about the bright and dark side of superannuation. Dare I say that it is a taboo topic for me... read more

    Michael Amparo Avatar Michael Amparo
    January 24, 2023

    From the day we were contacted to the day we signed on, Brad and his team have been first class with their customer service and understanding of our situation. We... read more

    Leanne Lane Avatar Leanne Lane
    January 24, 2023
  • Easy and professional to deal with and offfer great products

    Tom Freeman Avatar Tom Freeman
    January 10, 2024

    At this stage I've just set it all up at present no issue it was extremely happy with the service and guidance on my future. Thank you

    Mark Strudwick Avatar Mark Strudwick
    January 24, 2022

    Brad was extremely informative in his presentation and made me aware of changes to superannuation that I wasn't aware of. I'm not currently in a position to take up his... read more

    Melissa Martin Avatar Melissa Martin
    January 24, 2022
  • Very friendly & knowledgeable with their communications. Highly recommend them with financial advice.

    Mathew Smart Avatar Mathew Smart
    January 24, 2023

    Outstanding service. I had already suspected my super fund was underperforming, and it was quite eye opening to see just how poorly they were against the market average. Integral Wealth... read more

    Richard Bolt Avatar Richard Bolt
    January 24, 2022

    So friendly, helpful and professional. Nothing is too much for the IWG Team

    Kylie White Avatar Kylie White
    January 24, 2023
  • Dealing with Integral Wealth was a pleasure from start to finish. Every team member I spoke to was helpful and courteous. I feel that my Super is now tailored to... read more

    Jess Hunt Avatar Jess Hunt
    January 10, 2024

    Adam from IWG has been a rock solid superstar throughout the whole process. I was looking to start up a SMSF and IWQ was flawless in their explanations an getting... read more

    Robert Reeves Avatar Robert Reeves
    January 24, 2023

    Could’nt be happier with this company, very easy to deal with, very knowledgeable and helpful

    Kaylene Thomas Avatar Kaylene Thomas
    January 24, 2023
  • After been with a former superannuation fund,and been charged with so many funds I decided to take the road with wealthrite good guidance to my financial fund and helpful... read more

    Anthony Randazzo Avatar Anthony Randazzo
    January 24, 2023

    Very happy with the service, they made it so easy for me to set up my self managed super and walked me through it step by step.

    One Last Flick Avatar One Last Flick
    January 24, 2023

    Thorough and definitively an experience I’d recommend for everyone to unlock wealth

    Francis Kwabena Avatar Francis Kwabena
    January 10, 2024
  • The overall experience was very informative. At no time did we feel obligated or pressured . As with all things new,there was some trepidation. But all questions were addressed and... read more

    Greg Sezonenko Avatar Greg Sezonenko
    January 24, 2023

    Very informative and helpful, smooth transition changing my super over

    Jackie Talbot Avatar Jackie Talbot
    January 10, 2024

    Very positive interactions with staff and advice given with no pressure. Very impressed with the service.

    Christina Adams Avatar Christina Adams
    January 24, 2023
  • I had the pleasure of dealing with James and the talks that we had were absolutely mind blowing. Even though I have a bit of a background in Financial... read more

    Paul Pattra Avatar Paul Pattra
    January 10, 2024

    Im not really the ones to leave reviews online, more so in person but would recommend these guys tenfold when it comes to any financial advice, getting the most out... read more

    Matthew Calcott Avatar Matthew Calcott
    January 24, 2023

    Appears to be a very good way to get to your retirement goals. Just received the first income from the property trust. Very happy. Very good financial products

    David Slezak Avatar David Slezak
    January 24, 2023
  • I had great communication from the team when going through the process of setting up my own SMSF. Was never left alone at any point and helped throughout all stages... read more

    Adrian Wheatley Avatar Adrian Wheatley
    January 24, 2023

    Very knowledgeable staff, incredibly helpful and appear to genuinely care about their clients. I'm very happy with the service provided.

    Lani Dyer Avatar Lani Dyer
    January 10, 2024

    Every person that I spoke to was professional and courteous. They understood their business back to front and were able to answer all the questions that I had. ... read more

    Lisa Honey Avatar Lisa Honey
    January 24, 2022

Maximize the potential of your superannuation with our expert guidance. Contact us for a tailored superannuation review or personal insurance review to uncover hidden opportunities that align with your financial goals. 

Our seasoned professionals are here to ensure your super works optimally for your future. Don’t overlook potential benefits—reach out now for a thorough superannuation assessment tailored to your needs. Elevate your financial strategy with us.

Put You & Your Family in Good Hands

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Opening Hours
Monday to Friday
9 am – 5 pm 

Online consultations are available up until 8 pm Limited times on weekends