With 18+ years experience in the Australian Financial Services industry, and 4 years as an Independent adviser, Jeremy has honed his skills and qualifications to now be in the unique position to bring to market a business that encapsulates his own style and passion for wealth creation and personal prosperity.
Jeremy acts as principal Investment Adviser and Personal Wealth Coach for WCF clients and the driving force behind his business is to help people reach their financial goals though a range of high quality financial services.
“WCF is a platform through which you can systematically build wealth and create a lifestyle of financial prosperity."
"We leverage technology and automation to minimise fees and expenses whilst providing an uncomplicated means for anyone to maximise both their earning capacity and asset accumulation. It really is the complete shortcut for wealth creation."
Jeremy's vision is to bring a simple set of tools and strategies to the people who need them the most, without all the high fees and complicated structures imposed by more traditional financial planning services.
WealthCircles Financial Pty Ltd is an independently owned financial services and investment management firm and is a corporate authorised representative of Avalon FS Pty Ltd – AFSL# 437518.