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WealthWiz

Wealth Management

Speak with a wealth manager

02 8004 9400

Mandarin speaking Wealth Managers available
我们有讲中文的财富管理咨询师

We are committed to helping people plan the best financial future

Get in touch to find out how we can help you achieve your goals

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At Wealthwiz, we are committed to helping people plan the best financial future. We look at your financial situation and develop a strategy to achieve your life goals.

Our professional, authorised team are independent of any financial institute and committed in assisting you, whether it be to find the right home loan, insurance or retirement plan. We are focused on achieving the best outcomes for our clients and building a lasting relationship. We are here to assist you with the purchase of a first home right through to retirement.

Advice on home loans, residential and investment
Advice on refinancing loans to reduce rates and access cash
Advice on life insurance
Advice on refinancing loans to reduce rates and access cash
Advice on your long term financial needs

Contact Us

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Alex Soncini
Principal and Wealth Manager
0419 600 177
alex.soncini@wealthwiz.com.au

Surry Hills Branch
15 Belmore Street
Surry Hills NSW 2010
T: 02 8004 9422
F: 02 8004 9433

Blacktown Branch
Suite 3, 47-51 Richmond Road
Blacktown NSW 2148
T: 02 8004 6655
F: 02 8004 6460

Copyright © 2021 Wealthwiz Pty Ltd ABN 22 139 131 507.

Credit services provided by Credit Representatives of Vow Financial Pty Limited ABN 66 138 789 161 (Australian Credit Licence 390261). Financial Planning services provided by Authorised Representatives of Yellow Brick Road Wealth Management Pty Limited ACN 128 650 037 (AFSL 323825). Read our Credit Guide (CG) and Financial Services Guide (FSG) as required by the Australian Securities Investments Commission (ASIC).