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What We Do

In short, here at Belfast Wealth we help to answer your questions, solve problems and provide solutions.

Our best measure of success is happy clients- it’s as simple as that! We want you to realise your dreams; because we truly believe that good advice can take you anywhere!

We offer a different approach to investing and portfolio construction and management than you may be used to. Our primary goal is to provide clients with an innovative approach to investment and saving, and we achieve this through a strategic alliance and partnership with major investment managers and portfolio consultants. The end result is that you, the client, retain beneficial ownership of all of your investment funds and are in complete control the entire time with weekly communication around your portfolio. 

We offer strategic financial advice which can include some or all of the following:

  • Cash flow, savings and debt advice
  • Life, Trauma & Income protection insurance
  • Mortgage Broking 
  • Superannuation advice- contributions, caps and technical advice
  • Establishing super based pension accounts
  • Aged care and Centrelink advice
  • Tailored investment management
  • Bespoke portfolio construction- direct equities (Aust & International); cash; property; ETFs and fixed interest securities.
  • Investment bonds and annuities; tax effective investments

Via our strategic partners, we can also refer you to specialists who can assist you with:

  • Accounting and specialist tax & business advice
  • Estate planning and legal advice

We have two sides to our business. 

We offer services in Financial Planning and Mortgage broking. Click the links below to find out more.
 

 

Investment Portfolios; Superannuation Advice; SMSFs; Retirement Planning; Life & Trauma Insurance; Income Insurance.

 

Home Loans; Investment Property Loans; Refinancing & Debt Consolidation; Asset Finance