5 Reviews

Werner Jansen Van Vuuren

Financial Purpose Wealth PTY LTD

Silver

21 Yrs Experience

Greenwich, NSW 2065

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I have been assisting clients with their planning for the last 15 years.

I believe that your values, and the goals linked to those values, should drive your planning. Hence, when you work with us, we spend the necessary time with you to understand which values and goals will drive your planning.

Once we know what is important to you and what you are trying to achieve, we assist you with a financial and life roadmap, which consists of the strategies and the steps to get you to where you want to be.

Our process is not a one-off event, but rather a journey we undertake with you.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 May 2022

Very friendly, helpful, attentive and a clear communicator. Answered all the questions, listened well and was never in a rush, always being careful to answer queries and give as much detail as possible.

4.75 January 2018

My financial affairs were all over the show. Werner managed to pull everything together, I know understand where I am heading with my finances

4.00 January 2018

I had some issues with my debt levels. Werner assisted me with creating positive cash flow and saving for a deposit for a house purchase. He managed to get me financially well organized.

5.00 January 2018

Werner took the time to understand my life and what was important to me. I did not really have any direction with my finances, Werner guided me towards understanding what I wanted to achieve financially

5.00 January 2018

Werner really took care of my financial needs. I felt anxious before meeting Werner, but after he took me through his process, I felt totally in control

Adviser status Silver
Rating 4.75
Number of reviews 5
First year providing advice 2004
Years of experience 21
Highest qualification
- Diploma of Financial Planning (1-8)
Language spoken
- English

Financial Purpose Wealth PTY LTD

49 King William St
Greenwich, NSW 2065

8:00am – 6:00pm Monday – Friday

Spark Advisors Australia

AFSL 380552

Werner Jansen Van Vuuren

Financial Purpose Wealth PTY LTD

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Financial Purpose Wealth PTY LTD

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