Wealth Financial
Building & Protecting Your Future
Wealth Financial

Who we are

About Us

Company Profile

Wealth Financial (formerly known as Graeme Drake Financial Services) aims to continue providing personalised and responsible advice suited to your objectives and believes that sound advice and planning is the key to improving your financial position. Our award winning business has been operating successfully for more than a decade.

We offer a comprehensive range of insurance, investment, superannuation and retirement strategies and approved financial products that have been researched by a number of external research houses. A copy of the approved product list can be supplied to you upon request.

Our Financial Planning Process

Everyone is different, with different circumstances, needs and goals. We treat every client as an individual, but follow a defined financial planning process to make sure you know what to expect from us.

This initial advice process covers our first appointment through to the implementation of your financial plan. We do this by:

  • Identifying where you want to be We help you identify your financial and lifestyle goals. This makes sure we understand your needs and you can understand what to expect from us.
     
  • Considering the opportunities and risks We assess your current situation and investigate the options available for you to reach your goals.
     
  • Bridging the gap Based on discussions with you and research we conduct, we will devise a strategy to bridge the gap between where you are now and where you want to be.
     
  • Bringing your plan to life We work closely with you to implement your financial plan.  We help you to complete any necessary paperwork and are available to attend meetings with your accountant, solicitor and general insurer so that your strategy is implemented efficiently.
    As time goes on, circumstances and needs change.  The final step in our advice process ensures your financial plan remains on track, by providing you with regular ongoing advice.
     
  • Staying on track with regular ongoing advice We design an ongoing service programme to ensure your plan remains up to date as your life changes and so you can obtain the benefits of ongoing reliable advice.

    Sometimes, life takes us in unplanned directions.  When you need a little extra help on top of our initial or ongoing advice, just ask us to provide you with some additional advice.  We are there to help you – whatever the occasion.

     

Recognition

Certified Quality Advice Practice

Wealth Financial (formerly known as Graeme Drake Financial Services) was the first practice in Tasmania to obtain the designation.

The Certified Quality Advice Practice (CQAP) program has been developed by AXA Australia and recognises those practices that offer a "complete financial planning service" with well defined service expectations that you can access confidently.

The accreditation is based on the satisfaction of professional standards relating to the service, business management, technical knowledge, commitment to compliance and professional development and experience in delivering quality financial advice.

Who is Charter Financial Planning?

Our Financial Planners are Authorised Representatives of Charter Financial Planning, a company that is wholly owned by the National Mutual Life Association of Australasia Ltd (NMLA) and is a Member of the Global AMP Group.

Charter Financial Planning is also one of Australia’s leading financial planning organisations and has been operating since 1996. Charter Financial Planning holds an Australian Financial Service Licence for providing both personal and general advice and can offer a range of financial services.

Charter Financial Planning is a principal member of the Financial Planning Association (FPA) and as such, Charter Financial Planning and their financial advisers have adopted the FPA's Code of Ethics and rules of professional conduct. 

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If you would like any further information or have any queries please email us on

enquiries@wealthfinancial.com.au

or contact our office on (03) 6452 2770
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Wealth Financial