ENJOY YOUR IDEAL RETIREMENT
We provide simple, tailored financial solutions to help you experience financial freedom
LIFE IS TOO SHORT TO WORRY ABOUT MONEY
Avoid making mistakes and take control of your future with a tailored financial plan from Discovery Wealth Advisers.
KNOWLEDGE
You’ll receive proper education on the options best suited to you. Education that provides you with confidence to make smart retirement planning and investment decisions.
EXPERIENCE
Our dedicated team have decades of collective experience in financial planning to support couples, families, and retirees achieve the lifestyle they seek.
FREEDOM
Financially transform your life. Join people just like you who now have a clear pathway to financial freedom.
We know how confusing retirement planning, superannuation and investments can be.
That’s why, after working with over 2,000 happy clients just like you, we’ve developed a simple, 3-step plan that ensures:
- You know the exact steps you’ll need to take
- You receive a plan that clearly shows your path to financial success
- All the hard work is done for you, allowing you to focus on doing what you love as you move towards financial freedom
Our Services
Superannuation and Retirement Planning
Superannuation is a tax-effective way to save for your retirement. The earlier you start planning, the more options you will have. Learn how to take control of your super, understand your investment options and reach your retirement goals sooner
Insurance
Your health and earning capacity are the two most important assets you have. Insurance cover will ensure you are protected if the unexpected occurs and you are unable to provide. Find out how you can arrange suitable insurance cover to keep your family, assets and income protected.
Investments
Your need for an investment portfolio constantly change throughout your life as each life stage has different goals and strategies.
We can assist you in not only quantifying these financial goals but putting a plan into place to ensure you achieve financial success.
The Discovery Wealth 3-step plan
1
Book a Discovery Chat – a no cost, no obligation introduction where we discuss your current situation and identify the areas we can assist you to get where you want to be.
2
Establish a plan for financial success – together we will establish your financial plan to achieve your future goals
3
Move towards financial freedom – your financial plan and ongoing reviews will ensure you remain on track and achieve your full financial potential
What our Clients Say
STOP WORRYING ABOUT WHETHER YOU’LL HAVE ENOUGH FOR YOUR IDEAL RETIREMENT
You’re at the point of decision. You can either continue down the path you have already been traveling. But If you want to change the direction of your finances, you’re going to have to do something different. Follow our simple, 3-step plan and get started on your journey to financial freedom.
DISCOVERY WEALTH ADVISERS,
THE HILLS TRUSTED NAME IN FINANCIAL ADVICE
For over 19 years we been helping people like you make informed, smart decisions about their retirement planning. Running our own practice allows us to provide tailored solutions and simple plans for financial success.
Bad advice from inexperienced advisers can result in a life of compromise and uncertainty. We utilise our vast experience to help clients to avoid poor investment decisions that could cost their ideal retirement.
