WealthCircles Financial Pty Ltd is a corporate authorised representative of AvalonFS Pty Ltd (AFSL# 418517) and is licensed to provide general investment product advice only.
EXPAND YOUR PROSPERITY
EMPOWER YOUR VISION
Where would you like to begin?

YOUR INVESTMENTS
Accumulate high quality, income producing assets that will ultimately fund your financially independent lifestyle.

YOUR SUPER
Take control of your retirement savings and put your Super to work for you.

YOUR INSURANCES
Make sure your family’s future is protected and your wealth is secured through adequate life and disability insurances.

YOUR BUSINESS
Discover how to turn your specialised knowledge, talents and abilities into a business that will work for you!
WEALTH CREATION MADE SIMPLE
WELCOME TO ONLINE FINANCIAL SERVICES
Our business is wholly online so that means we can keep our running costs low and our associated fees down. We pass these significant savings on to you.
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Constructing a sound wealth plan should always include a solid base of quality growth assets such as shares, property and fixed interest investments.

WealthCircles Financial offers a simple shortcut to the acquisition of these primary asset classes, and we can help you to build a suitable portfolio based on your stage of life and financial goals.

For those time poor investors, we have a ready made share portfolio that is professionally managed by our team of experienced fund managers.

And for more active, DIY investor, we provide a means for you to manage your own portfolio in conjunction with our research and your adviser’s recommendations.
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JEREMY GARD
Managing Director, WealthCircles Financial Pty Ltd

With 16+ years experience in the Australian Financial Services industry, 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 not only reach their financial goals, but to coach and guide them to personal and business success.

“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.

OUR PRODUCTS AND SERVICES
WCF offers a range of products and services designed to get all your important financial houses in order. We have put together only the best of breed products and services that will make your job of building your family’s wealth simple, fast and effective. These services are the tools with which we'll help you design your ideal life and be with you all the way to guide you in making better financial decisions to steer your life's ship in the right direction - toward your dreams and goals.

THE WCF AUSTRALIAN SHARE PORTFOLIO
A high performance direct share portfolio managed by our team of professional investment managers.

WEALTHCIRCLES SUPERANNUATION
A cost effective and no fuss SMSF administration service that unlocks your super so you can take full control of your retirement wealth.

WEALTHCIRCLES INSURANCE
Life, TPD, Disability and Income Protection. Let us know your requirements and we’ll get you multiple quotes to compare.

SHORT TERM TRADING
Learn to trade with our structured tutorials and done-for-you trade alert emails.

WCF COACHING PROGRAM
Training and support to those looking for an alternative to the job lifestyle. We'll coach you in getting your own online business established selling high quality products that help others.

BUSINESS AND LEADERSHIP PRODUCTS Get access to a suite of world class, high end business tools and personal development products to expand your prosperity.

THE WCF ANNUAL BALI MASTERMIND
Coming Soon.
TAKE THE FIRST STEP TODAY
Are you ready to get started on your wealth creation path?

A journey of a thousand miles begins with just one step...and that first step is to implement your investment strategy.

Whether it's using your super fund, via a SMSF, or simply setting up an automatic investment plan designed to put your wealth accumulation on auto-pilot, taking action is the key to accelerating your progress toward your financial goals. We can assist you in putting the right structure in place.

We will also look at your insurance cover to ensure you and your family are appropriately covered and your wealth plans will continue no matter what circumstances prevail in the future.

Then, once your investment portfolio is set up and growing, your financial base is in place. We would then turn our focus to setting up a full-time passive residual income stream for yourself that will give you the time and freedom from the day job (if you desire it) right now, pre-retirement.
FOLLOW OUR SIMPLE 4-STEPS TO WEALTH PLAN
“If you fail to plan, you plan to fail”, an old saying that definitely applies here. You need to have some kind of process and logical sequence of steps to get from where you are now, to where you want to be. Most people have no clearly defined outcomes when it comes to building their family’s wealth, and rely on luck, or worse, their employer’s Super contributions to see them through. You are smarter than that because you are here. We have a simple 4-step process that will address 99.9% of your wealth creation needs and set you up for financial prosperity well into the future.
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Decide where your investment capital will be sourced from. You can choose from either your Super money, or your own personal savings.
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Acquire long term growth assets that will pave the way for your future lifestyle income requirements.
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Having multiple sources of income beyond just your job will accelerate your wealth accumulation and free up your time. We'll show you how.

“Simply rinse and repeat the first 3 steps above until you reach your own Critical Mass!"

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This is your ultimate outcome. When your combined income from dividends, rent, interest and business exceeds your personal exertion income.
YOUR DREAM LIFESTYLE IS NOW WITHIN REACH
As cheesy and cliche as it sounds, this really is all about you reaching your ultimate dream lifestyle in the time you have left here on Earth. We are dedicated to supporting you in your journey by coaching you to implement strategic investment and protection plans. This means building a strong relationship of trust with you over the long term.
 
This isn't for everyone, however. You must be the kind of person who is committed to achieving more with the time and resources they already have, and maximising your full potential as a wealth builder to create a lifestyle where you experience prosperity on every level.
 
Isn’t it time you got serious about your financial goals? If you have a vision for your future that includes financial wealth and personal prosperity, we have the tools, strategies and wealth creation vehicles to drive your financial growth and provide you with a lifestyle of financial independence and freedom, no matter where you find yourself right now. You just need to take the first step, and we’ll be there to help and guide you to your destination.
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YOUR INVESTMENT PORTFOLIO
Although you can customise your portfolio to your own requirements and asset mix levels, we can take the hard work out of this process for you and offer you our pre-built, recommended portfolio option. We believe this particular investment mix will suit the majority of investor’s wealth creation needs, and provide a good balance between risk/return over time.
Simply dial up or down your own allocations as needed. We’ll work with you to put together the mix that you are most comfortable with.
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AUSTRALIAN EQUITIES
  • Direct Australian Shares
  • Managed Portfolios
  • Exchange Traded Funds (ETFs)
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AUSTRALIAN PROPERTY
  • Direct Property Investments
  • Fractional Property Investments
  • Managed Funds
  • Exchange Traded Funds (ETFs)
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INTERNATIONAL EQUITIES
  • Direct International Shares
  • Exchange Traded Funds (ETFs)
  • Managed Portfolios
  • Managed Funds
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FIXED INTEREST
  • Exchange Traded Funds (ETFs)
  • Managed Funds
  • Term Deposits
  • Cash Management Account
LATEST UPDATES FROM THE BLOG
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TRADER TRAINING TUESDAY
Join us live on our FB Page every Tuesday at 12PM AEDT for our "Trader Tuts" LIVE sessions. Each week we feature quality training in the techniques of short term market trading using charts and cycles. We show you the trade set ups and how to position yourself correctly in the market to maximise your chances of profits and to minimise your risk of losses. Simply LIKE and FOLLOW our FB Page by clicking the link below.


WEALTH WEDNESDAY WEBINARS
Join us live every Wednesday at 7PM AEDT for our Wealth Wednesday live webcasts. Each week we feature wealth creation strategies, markets updates, expert guest speakers, and the latest investment and income generation opportunities. It's a chance for you to interact with us LIVE, ask questions, provide feedback and just hang out with us to learn how to expand your own personal prosperity.
My mission is to take 12 individuals or familys from wherever they are now, and get them to $120K per annum ($10K per month) from portfolio and residual income sources, in just 12 months.
Right now, I'm looking for just 1!
Will that be you?
Contact me below and let's find out.
HAVE QUESTIONS? CONTACT US HERE
Getting started on your own wealth creation path is as simple as selecting one of the many products or services detailed on this page. If you have any questions about any of the information presented here, or just need to speak one-on-one with us, please complete the form below with your initial questions and we’ll get back in contact with you.
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Copyright 2016 - WealthCircles Financial Pty Ltd - ABN 58 601 782 236 - All Rights Reserved
WealthCircles Financial Pty Ltd is a corporate authorised representative of AvalonFS Pty Ltd (ABN 43 162 297 298) and is licensed under AFSL number 437518.

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