Build Your Wealth

Build your Wealth

build-a-form-downCongratulations on taking the first step towards building your wealth and securing a comfortable, worry-free future.

Build your nest egg for a comfortable retirement

The sooner you start preparing for your retirement years the more successful you will be. But how do you do that?

You have come to the right place. At Wealth2You we specialize in matching you to the most effective financial planner to help you achieve your goals. We start by asking you three basic questions in the form below. Then, based on your answers, we’ll introduce you one of our professional planners (see our guarantee below).

Building your wealth is not just about retirement. Our financial planners can advise you on

  • investments
  • home finance and loans
  • estate planning
  • wealth creation and protection
  • income protection
  • tax strategies
  • and more.

After you fill in the form we will contact you to discuss your answers. Armed with that knowledge we will take you to the next step.

Please fill in the form below and click on the Send button. Once we received your information we will be able to design a path that will bring Wealth 2 You!

Help us help you:

These four simple questions could help point you towards a much brighter financial future. Tell us about your financial plans below and let’s get started!
* = required


Best time to call: (hold down CTRL or SHIFT to select multiple times)

Help us understand your financial status:

1. Would you say your Super is between:

2. Do you currently have a:

3. Tick if you have not reviewed any of these in the last 12 months:

My Finances My Investments My Insurances

4. In the next 12 months are you considering any of these? (tick all that apply):

Buying a new car Changing Employment Consolidating my debts Helping my kids buy property Increasing contributions to super Insuring my loan, income or family Investing in property Refinancing my loan

Tick if you’d like to receive the relevant topic sheet for each of these areas of interest (tick any or all that apply to you):

Time to refinance? Almost 50% of homeowners haven’t. Have you? I worry whether I’ll have enough money for retirement. Help! I want to buy an investment property. Where do I start? How do I know what sort of insurance I need?

That's all there is to it. While you are here do you know anyone else who might need help planning their future?

Would you like to opt into our monthly newsletter?
YesNo

Would you like one of our Financial Planners to contact you to make a free first appointment?
YesNo

Would you like to tell us more?

Tick the box to show you are not an automated bot and then click on Send

Our Guarantee: If you are dissatisfied with the financial planner we introduce you to, you can come back to us and we will introduce you to another until you are happy. That’s our guarantee.

Your Privacy: Please feel comfortable about sending us your information, because we DO NOT and WILL NEVER rent or sell any of your details to a third party.

 

%d bloggers like this: