Peace of mind transitioning to retirement income

Navigate safely through the complexity and stay on course

Spend with confidence and support causes that matter to you

Accredited and recognised for our high professional and ethical standards

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At Wealthways our objective is for you to enjoy a financially secure life

Achieving and maintaining financial independence, like achieving and maintaining good health, is a lifelong mission. You can’t cheat your way to good health and you can’t cheat your way to riches. The pursuit of financial independence, like health requires desire, informed decision making and diligence.

At Wealthways we value and encourage long-term advice relationships.  One of the cornerstones of our offering is our Ongoing Care Program – for personalised, pro-active service from your dedicated adviser on a continuous-care basis.

wealth creation advice

Wealth Advice

Our advice services are designed to assist you to understand the basics; be financially well organised; make informed investment decisions; and avoid financial mistakes

financial investment solutions

Investment Solutions

We provide advice across all asset classes – cash, fixed interest, property and shares; and across all classes of super

ongoing care

Ongoing Care

If you’re on our Ongoing Care Program you won’t have to explain your situation to someone you don’t know, deal with financial institutions, wait in phone queues or fill out forms

Testimonials

“I now feel extremely confident in knowing my financial future is under the guidance of a highly professional person of unquestionable integrity”

ADA, Alexandra Headland

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“…my fears of the unknown completely disappeared in the capable hands of Sandra Wills”

GS, Buderim

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“Her financial advice and service are first rate”

KL, Red Hill

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“Thank you so much for helping me sort out my financial affairs and for all you have done for me. I appreciate your skill and expertise”

PJ, Maroochydore

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“We could not have gotten here without your guiding hand, depth of knowledge, compassion, and outstanding communication skills. Thank you so much from both of us”

SH, Caloundra

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