ABOUT

Wealth Psychology
 

Established in 1985. The original Taxation & Accounting practice continues until today.

 

In 2011 the Practice added Financial Planning and Mortgage Broking Services.

 

The Practice holds independent licences with ASIC and registration with the Tax Practitioners Board in order to provide these services and recommend products to clients.

 

The Practice focuses on real life advice that puts you in the driving seat of your own life. We are not the creators of your success, we simply encourage you to reach for the stars while remaining undistracted on your chosen path to wealth creation.

Our business is all about asking the right questions... and giving you the answers to the questions you probably should have asked.

 

Over 35 years of experience in business, investment and day to day issues allow us to assist or direct you with almost any facet of your most important asset... TIME. 

 

Why waste it on the WRONG information or even the WRONG question?

Taxation Strategies - Services

For all you personal & business taxation requirements.

Annual tax returns, future tax planning, estate planning.

Investment Strategies - Services

Full range of investment plans available.

Advice, non-discretionary trading, CFD, direct share trading club.

Financial planning & SMSF

Need more details? Please contact us

We are here to assist. Please contact us by phone or email.

Tax Agent - 39673002

Australian Financial Services Licence - 389676

ACL - 389676

Wealth Psychology Pty Ltd as Trustee for The Private Trust

ABN 55 859 790 756