OUR VISION IS YOUR WEALTH
Nothing is more rewarding to us than seeing our clients achieve the lifestyle and financial security they deserve. As part of the thriving Mandurah, WA community, our diverse team combines decades of financial expertise with a genuine passion for relationship-building.
What else sets us apart? We believe that a high quality professional advisory service can be accessible. Because when you understand, you can grow, and WealthVisory Private Clients is here to help every step of the way.
Integrity is at the foundation of every WealthVisory service, day in and day out. We only recommend the most trusted financial institutions – those who have long track records of doing the right thing by clients. Aside from insurance, all of our services are offered on a fee-for-service basis, because your financial wellbeing is our priority.
About Our Business
Client Services Manager
Carly started her career in Financial Services in 2009 working for a large Financial Planning Licensee. She has worked in various roles…
Director/Head Financial Advisor
Matthew has been in the Financial Planning Industry since March 1998. He has a wide ranging background in business, finance…
Susan has worked in the financial services industry for 17 years across various roles. She started in the industry in client services…
Melissa joined the WealthVisory Family in April 2019 with 4 years experience in administration within accounting firms. She loves interacting…
Aaron is a Qualified Chartered Accountant with over 15 years experience in the accounting industry. Aaron previously started…
Get in touch
To find out more about the services that we offer at WealthVisory Private Clients, book an appointment with us today.