Why Vella Wealth?
At Vella Wealth you are more than just a number. We take the time to get to know and understand our clients and love helping them make the most of their financial position.
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Our knowledge, expertise and extensive experience makes the complicated simple and we work closely with clients to help them understand their options and make informed decisions.
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Our flexible model for service delivery means we are happy to meet with clients either in person or online, subject to their location and preferences and we also support clients in rural and remote areas that are not typically well serviced by financial advisors.
If you’re after peace of mind when it comes to your finances, chat to the team at Vella Wealth and let us take care of everything for you.
Our Services
Superannuation and SMSF
Superannuation is an important tax structure that allows you to save for your retirement in a tax-effective way. It can be complicated to understand all the rules and contribution limits that can have a large impact on your overall financial position. We can assist you with your industry, retail or self-managed super fund. Let our team help you put the best strategies in place so that you can make the most out of your super fund and secure financial freedom in retirement.
Retirement Planning
Deciding when to stop working and relying on your investments to generate you an income is a huge decision. Don’t leave it to chance. With the use of financial projections, we can help you make an informed decision on when to retire. Chat to us to find out how well placed you are to achieve your retirement goals.
Investments and Wealth
How your money is invested will have the largest impact on the wealth you can grow over time. We spend time understanding your comfort levels and investment preferences to recommend an investment portfolio that suits your needs. We work with large fund managers that have a proven track record of achieving great results for our clients.
Centrelink Assistance
Centrelink can be a complicated system and we can assist clients to understand their options and apply for various entitlements. We can also become your Centrelink Correspondence Nominee to assist in keeping Centrelink up to date and make sure you receive the correct payments.
Insurance
Securing your financial future involves protecting you against major events that can seriously impact your financial position. We can assist you with Life Insurance, Total and Permanent Disability, Trauma and Income Protection policies. We will review these policies with you annually to ensure you are not over or underinsured.
Debt Management
Understanding your cashflow position and where best to direct any surplus cashflow is important in reducing debt and making each dollar work best for you. Not all debt is bad and sometimes a simple restructure can have a massive impact to cashflow and even allow some debt to become tax deductible. Let us take a look and see if things can be structured better to effectively manage your debt over time.
Estate Planning
You work hard all your life to accumulate wealth and having an up-to-date estate plan is important to make sure your wealth is passed on to your loved ones. Superannuation has its own set of rules and is not always dealt with via your Will. Chat to us to make sure you have an effective estate plan in place.
Let’s Work Together
If you are looking to grow and protect your wealth and secure your financial future, Vella Wealth is here to support you. A free Financial Health Check will explore your goals and current position so that we can determine how to best add value to your finances. Get in touch today to book your appointment.
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123 Margaret Street, Toowoomba Qld 4350
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Authorised Representative of First Hedge Pty Ltd
ABN: 59 324 107 428
ASFL: 507216