The Personal Touch
It’s what mattered then, and it’s what matters now.
The Personal Touch
It’s what mattered then, and it’s what matters now.
Wealthways exists to help our clients remove the stress of transitioning to life beyond work and help them enjoy the best life possible with the money they have.
It’s because of this approach that our clients are able to enter the most enjoyable phase of life with clarity, confindence and knowing that life can be lived without work or worry.
Our end game is simple; if you’ve earned it.. enjoy it
OUR JOURNEY
Wealthways was started by Sandra Wills in August 2002 in Ocean Street, not far from where we are now, with a vision to help people to retire and have worry free lives after work.
The core tenet of the business back then, as it now, was the importance of a personal relationship with your advisor and a clear, concise plan.
Today we continue to help people connect with the goals they would like to achieve and provide a clear path to achieving them.
Our goal is to treat every client with a personal touch and leverage our experience and expertise to provide the best outcomes for all our clients.
It’s about making sure every client we work with and who trust us to assist them, looks back on getting advice as being the best financial decision they ever made.
They key principles still remain at the heart of what we do
- – Knowledge
- – Personal attention to detail
- – The ability to help with a wide range of needs and skills
Today, Wealthways is part of a bigger family. We have made the transition into Wealthmed without losing sight of our original core objectives, which is, when you work with us you are never more than a phone call away.