Quincy Matambanadzo profile photo

Quincy Matambanadzo

Wealth Co Advisory Pty Ltd

Silver
17 Yrs Experience
West Perth, WA 6005

As a Principal Adviser at WealthCo Advisory, I am an experienced Financial planner dedicated to understanding the unique needs and lifestyle aspirations of each of my clients. My goal is to build Financial Confidence and help clients achieve their long-term goals.

I specialize in key areas such as Pre-retirement and Retirement planning, Estate planning, Centrelink strategies, and Debt management. I take pride in guiding clients through the crucial transition from work to a well-funded retirement. Recently, I have devoted significant time to assisting clients with the complexities of insurance claims, including Terminal Illness Payments, Total Permanent Disability (TPD), and Death benefits.

WealthCo Advisory is a group of four experienced CFP® financial advisers with a combined 50 years of industry experience. Our shared vision is to provide clients with sound relevant advice while removing the unnecessary complexities often associated with our profession, allowing the time to focus on the things that matter most: family, friends, and personal well-being.

Beyond my professional life, I am a devoted husband and father of two sons and a daughter. My spare time is often spent with family and friends and/or attending my children's sporting events.

My personal and professional life is guided by the following key principles:

1. Treat others as you would like to be treated.

2. Embrace sacrifices as a part of life.

3. The harder you work, the luckier you become.

4. Life is always evolving.

5. Life isn’t always fair.

6. Focus on what you can control.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Our fee-for-service model means no compensation or commissions are paid to WealthCo Advisory or its staff for any investment products or services clients may take up (outside of insurance). Our ongoing service offering is based on complexity and how much time you need to spend with us, not how much money we manage for you. Our ongoing service offering ranges from annual reviews or half-yearly reviews to keep you on track. The services provided for our fees are outlined in detail in our Engagement Agreement Proposal which will be presented for your consideration before we commence our work with you.

At a glance

  • Adviser status Silver
  • First year providing advice 2007
  • Years of experience 17
  • Highest qualification
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

Wealth Co Advisory Pty Ltd

Suite 16, Bluenote Building, 162 Colin Street
West Perth, WA 6005

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 6:00pm Monday – Thursday

Licensed by

Mont Partners Pty Ltd

AFSL 511061