Hear what our clients have to say.

Belfast Wealth have provided financial planning and support to me for over 5 years now, ranging from buying vehicles, setting up home loans, family financial planning and investment solutions. The team have been fantastic, constantly available, highly responsive and always working with my best interests at heart. I would thoroughly recommend them for a broad range of financial services and would best describe their approach as providing ‘‘urban outcomes with a rural approach’’.

Hamish L

We have been clients of Belfast Wealth from inception and take great comfort in the ongoing advice and service Shane and the team deliver to us. They have been helping us transition towards eventual retirement from dairy farming, incorporating all aspects of our finances including super, investments and insurances, and liaising with our other consultants when required. Our regular catch ups ensure we are clear on the agreed plan, and make adjustments when and where necessary. Just recently they have gone above and beyond to help out a friend in need suffering from a terminal illness, to access his super, and this was done on a pro-bono basis. We would have no hesitation in recommending Belfast Wealth for anyone looking for financial guidance and personalised service.

Mike & Clare V

When retiring from Sydney to the country close to Port Fairy, I was very concerned about finding quality wealth advisors in such a small town. The financial experts at Belfast Wealth have provided first class financial advice in a friendly and supportive manner. I have absolute confidence in their patience, talent, integrity and expertise.

John W