About Wealthguru
“Wealth Guru” is a strategic wealth advisory firm specializing in meeting our clients’ financial & lifestyle goals at every stage of their life. We pride ourselves on giving open, honest, and trusted advice to our clients with a transparent fee-based approach.
Find Us Our Location
- Shop 1 & 2, 75 Prospect Road, Prospect, SA 5082
- [email protected]
- 08 7225 2261
- 0433 406 782
About Wealthguru
Expertise
Trust
Diligence
Our goal is to enhance your confidence in managing your holistic financial affairs and give the feeling of being sorted and in control of your lives. We work in a collaborative partnership with to tailor a plan which is the right fit for your needs.
If you do not have representation in a specific area, we can connect you with one of our highly recommended specialist partners.
Our Services
Our Best Insurance
Services
Wealth Creation & Investment Management
At Wealth Guru we focus on wealth creation by giving you options to help meet your objectives in the future. We invest to build and grow your money so that you can afford to be financially independent.
Risk Management & Wealth preservation
At Wealth Guru we will ensure you have a well structured protection plan in place. Personal insurance cover is to protect you and your family in case something happens that impacts your health and ability to earn an income. Thus, giving you a peace of mind, knowing your have your back covered.
Superannuation Strategies
Superannuation has been specifically designed and endorsed by the Federal Government as the preferred way to save for your retirement and has added tax benefits that make it particularly attractive.
Retirement Planning
Thanks to our high standard of living and medical advances, Australians are living longer than ever before. A male retiring at age 60 will likely spend around 22 years in retirement and a female 26 years*. While this is good news, being able to enjoy such a lengthy retirement may cost more than you think.
Why Choose
Why You Should
Choose Us.
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Expertise
At Wealth Guru, our team has combined experience of more than 20 years in the finance and banking sector. We specialize in Wealth Creation, Risk management, Retirement planning and Investment management services.
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Trust
“Wealth Guru” is a strategic wealth advisory firm specializing in meeting our clients’ financial & lifestyle goals at every stage of their life. We pride ourselves on giving open, honest, and trusted advice to our clients with a transparent fee-based approach.
-
Diligence
Our goal is to enhance your confidence in managing your holistic financial affairs and give the feeling of being sorted and in control of your lives. We work in a collaborative partnership with you and your financial agents like accountants, solicitors, mortgage brokers and bank managers to tailor a plan which is the right fit for your needs.
Testimonials
Trusted by
More Than 150 Clients.
Very good service in a friendly manner. I recommend them.
Lauren
DirectorExcellent service, good staff, friendly transparent and fair account fees. I will recommend them. thank you.
James Kiarie
CEOExcellent customer service with professional staff at affordable rates.