WealthCircles Financial Pty Ltd is a holistic financial services company offering a complete wealth creation solution for individuals and families.
Investing, Superannuation, Insurance and Business are WCF's 4 cornerstone offerings and it's in these areas that we believe can have the biggest impact on our client's financial prosperity.
Our mission is to help our clients reach a level we call CRITICAL MASS - or in other words, financial freedom. This is where the income from from your investments and business exceeds your job income, and continues to expand with the least amount of effort or input on your part. We aim to help 100 families every year reach this level in their wealth creation.
Our process is simple enough for anyone to get started and reap the benefits - invest into high performing long term growth assets, maximise your retirement savings through a SMSF, protect your wealth using appropriate insurance cover and expand your income through a small home business that will shorten the drive time to critical mass significantly.
We are passionate about our mission and we are continually looking for ways to both improve our service and refine our strategies. We've taken the hard work and complication out of the financial world and provided our clients with the shortest path to prosperity - or as Buckminster Fuller called it, the Critical Path.
WealthCircles Financial Pty Ltd is a privately owned company, and operates almost entirely online. This allows us to keep our expenses low and within the realm of many more Australian's looking for a simple solution to the otherwise complicated world of financial services and wealth creation.
Operating under a General Advice Only license, WealthCircles Financial Pty Ltd aims to bring high performing wealth creation strategies to a marketplace of people who would not normally seek out a full service financial planner. Our online process means our clients can get all the information they need to make an informed decision without all the hassle.
WealthCircles Financial Pty Ltd is a corporate authorised representative of AvalonFS Pty Ltd, who is licensed under Australian Financial Services Licence number 437518. For more information on what constitutes General Advice, on to access our Financial Services Guide (FSG), please see the footer of this page.