We primarily assist individuals and families in securing financial protection via Life Insurance, Disability (TPD) Income Protection and Trauma Insurance. We provide advice and act as a broker by providing the most suitable policy based on personal situation and work with all the various life insurance providers in Australia to find the most suitable coverage options for you.
As insurance is normally tightly aligned with superannuation, we can also provide superannuation reviews, to make sure you are invested into a suitable high performing fund with a low cost structure, so as to maximise your wealth.
We are based in Perth Western Australia, and are a family run business.
We want to work with people starting out or continuing to build their wealth, looking to address the key aspects of their finances, such as:
1 - Advice on a complete personal insurance solution, tailored to their situation.
2 - Committed to reviewing and reducing their mortgage debt.
3 - Want to protect their estate and make sure their money goes where intended.
4 - Reviewing and building their superannuation and other investments.
I am member of the Financial Advisers Association AUstralia (FAAA) and have a double degree in Finance and Economics, plus I hold an Advanced Diploma in Financial Planning, as well as a Diploma in Finance & Mortgage Broking.
Expertise
My fees
We can provide an initial phone consultation to find out if we can help you. From there we can then arrange a meeting to find out more about yourself and discuss how we can help. Otherwise feel free to email hello@concordwealth.com.au with your questions and we can reply, to see if we can help.
At a glance
- Adviser status Gold
- First year providing advice 2008
- Years of experience 16
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Highest qualification
- Bachelor of Commerce
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Language spoken
- English
Concord Wealth Pty Ltd
14 Vilberie CloseKiara, WA 6054
Opening hours
- 9:00am – 3:30pm Friday
- 9:00am – 5:00pm Monday – Thursday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Synchron Advice Pty Ltd
AFSL 243313