>> Why choose 24kWealth?

>> We Listen

Every client who engages us is after something different. We want to help you to reach your financial goals and live the lifestyle that you want. That requires first listening to what you say… and what you do not say.

As a company led by industry experts, we understand your stage of life and your worries well. We offer canny financial insights that can assist you in implementing a customised financial plan to accommodate, manage, and, most importantly, simplify your financial affairs, all to your individual specifications.

>> We Empower

Having financial freedom, in the true sense of the word is the most empowering thing that we can give to you. Financial freedom means that you do not need to worry about whether you’ll have enough money to make it through retirement comfortably; but it also means that you aren’t spending all your time managing each penny.

What is the point of having a financially comfortable retirement if you are too busy to enjoy it! As financial advisers in Brisbane who are experts in creating financial freedom for our clients all across Australia and overseas, we can manage your financial assets so that you can get on with the business of living!

>> We educate

The key to understanding your finances is education. We want all our clients to understand their own financial position and engage with us about it. Our highly qualified financial advisers in our Brisbane office have the skills and expertise to not only manage your financial future, but to help you understand how we do that.

You’ll find an array of articles and blogs right here on our website about today’s market and the commitment needed to secure the retirement lifestyle of your choice. You will also find our very own eBook specifically written for the baby boomers among us, with tips for financial security into retirement.

>> We communicate

In this era of email, socials, and texting, very few people make it a priority to answer the phone when clients call. Not us. We pride ourselves on our personal service and attention. We answer the phone, we discuss face to face, we call to check in.

It is this kind of personal service that builds trust, and trust is the foundation of any successful client-adviser relationship. Our clients value this personalised service; it gives them peace of mind knowing that they can contact their adviser directly.

 >> We commit

Not to a financial institution, but to our clients 24kWealth have been planning financial futures across Australia and overseas for two decades in Brisbane. Unencumbered by alignments to any one product provider, our financial advisers only select products and services based on suitability and outcomes that are in the best interests of our clients.

We want to be there at the start, in the middle and right to the end. And with our experience spanning economics, finance, banking and accounting, high net worth planning, risk reduction and retirement planning we have the expertise to see you through it all.

3 Benefits of having a professional financial plan

1. Know Where you’re headed

   Make decisions today about where you want to be in 3, 5 and 10 years time and we’ll show you how to get there. And if you change your mind, we can change the plan. The key is to keep working towards your goal.

   We help you stay on track and know where you’re headed.

2. Spend less time planning life and more time doing life.

   Having a plan negates the need for worrying about the future, especially if the plan is executed by a financial adviser who looks after the details.

   We help you make the decisions and enjoy the results.

3. Protect what’s important

   A well-structured professional financial plan will ensure you cover your responsibilities protect your most valuable interests and only risk what you are prepared to spend on investment activities.

   We help you get the balance right.