Specialist Wealth Group was established to provide holistic, quality financial planning, insurance and lending services with the highest standards of integrity for healthcare professionals.
The team at Specialist Wealth Group have over 20 years experience in dealing directly to the Healthcare industry from single operators and employees through to multi national companies.
We take great pride in our approach to provide support for our loyal customers through a range of financial services such as:
- Wealth Management
- Superannuation (including SMSF)
- Accounting and Tax Advice
- Financial Advice
- Personal Lending (Home Loans)
- Investment Lending
- Commercial Lending (Business Purposes)
- Motor Vehicle Finance
- Equipment and Fitout Finance
- Insurances
- Wills and Estate Planning
and so much more.
Whether it be from our personalized customer-focused approach, to our unique product offerings available to the healthcare community you can rest assure you are being looked after by a team of seasoned professionals who care about you and your family.
So give our friendly team a call today to book an obligation free discussion and assessment of your financial goals and needs.
Phone 1300 008 002 or email admin@specialistwealth.com.au
Company Details
- Employees
- 6
- Founded
- -
- Address
- 28 Chandos St, Suite 104,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- specialistwealth.com.au
- Keywords
- St Leonards.
- HQ
- St Leonards, New South Wales
Specialist Wealth Questions
Specialist Wealth's website is specialistwealth.com.au
Specialist Wealth's LinkedIn profile is https://au.linkedin.com/company/specialist-wealth
Specialist Wealth has
6 employees.
View email and phone details for 6
employees at Specialist Wealth.
Specialist Wealth's industry is
Financial Services
Specialist Wealth's top competitors are
Aaa Accounting,
Coastside Accounting,
Trilogy Professional Group,
Kennedy Cross - Strategic Advice, Tax & Accounting,
Vizion Accounting,
Connective Accounting,
Organised Accounting Solutions Pty Ltd,
Saige Accountants & Financial Planners,
Wealth 8,
Inspired Financial Planners.
Specialist Wealth's categories are Financial Services
Specialist Wealth's founding year is 2011
