Retirement Planning Advice

Retirement could last decades, so your money needs to do the same. We don’t guess, our team uses advanced financial modelling to show you how to get to your goals.

Unnecessary tax can quietly erode your retirement income. We have a proven track record of minimising tax & unlocking thousands in extra annual superannuation growth.

It Isn’t a “Set & Forget” process, as investment opportunities, legislation change & your life evolves, we are right there with you, adjusting your strategy to keep you on track.

 
 
 
 
  EXCELLENT  
  
 Based on 237 reviews 
 
 
  
 
 
 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Bernadette Perez 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Louella is fantastic. She explains everything in a way that its easy to understand how to achieve our financial goals. She shows us options on what paths we can take and its great to see the growth projections and how we're tracking. Louella is helping us work towards financial security for our young family as we head towards retirement age. If you're like us, unsure about your Superannuation and finances, Louella can help guide you through the process.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 LJS020973 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Lou is an absolutely awesome person to work with and I would advise anyone I know that requires financial advice to make use of her services. It is always a pleasure to have my 6 monthly reviews with her!! I look forward to working with Christine as well in the coming years!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Photography by Delvene 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
This was our first experience engaging a financial planner and we are so glad we were able to find the team at Discovery Wealth. My only regret is that we did not find them sooner. Selwyn has been incredibly warm, personable, caring and down-to-earth. He has really listened to our needs and goals in order to put plans into action. His knowledge and expertise has set us in the right course, and I feel completely reassured with our family’s financial security for the future. I have recommended Discovery Wealth to all our family and friends!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Michael H 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Selwyn from Discovery Wealth Advisors has been absolutely incredible. I've been with Discovery Wealth now for a bit over a year and have nothing but good things to say. If you're looking for someone knowledgeable with your best financial interests at heart, easy to communicate with, down to earth and most importantly, great at his job, Selwyn is your man!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 David Sheaff 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
My wife and both have Selwyn Kishore as our financial planner. Selwyn always keeps us up-to-date with any changes to superannuation matters and is always available when we have any queries that may arise. I would highly recommend Selwyn to anyone looking for a financial adviser that cares for  you.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 kam lee 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
When I retired 10 years ago, I went to Louella to obtain advice on what to do with my retirement savings. She helped me set up my investment to provide me income to pay for my expenses in retirement. To this day my investments have continued to meet my everyday needs and Louella has become one of our loyal and trusted advisers. We find her very competent, honest and approachable.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Derek Ken 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
After a number of years with a bank, we had no issues with joining Robert Mehew (ex HAM Financial Advisers) then 16 years with Robert, he decided to dedicate more time to family, This was difficult for both of us as Robert was like family & looked after our portfolio for those 16 years, he had zero difficulties in assuring us both, that he had worked with both Louella & Selwyn  for many years, he was correct, we are both extremely satisfied with being able to get them on the phone & have a chat at any time when we feel uncomfortable with the markets, they both understand the market enough for us both to be confident with their advise. We now live on the Gold Coast, Queensland & Selwyn does zoom calls to keep us up to-date on all thing that make our lives a little easier. We love calling Louella she can brighten up the most gloomy of days with her enthusiasm.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 IAIN & KATHLEEN 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Class act.Trust and compatibility are essential with the advice provided by Discovery Wealth as we highly recommend their services. Totally professional and competent care is always provided by these fabulous people. They securely manage our portfolio having done more for us inner time with them than the dismal performance by 2 of the major banks in 20 years. It is a great feeling of trust  and confidence be with Louella and Selwyn, to whom nothing is ever a problem. Always explained in minute detail if required. Knowing that you are treated extremely well at all times and as a person not a number being just a phone call away.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Lore Bertulfo 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I’ve had a great experience with Louella and Sylwen. The team is professional, knowledgeable, and genuinely cares about helping clients reach their financial goals. They take the time to explain everything clearly and make you feel confident about your decisions. Highly recommend their services!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Margaret Millar 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I have found the advice given by Louella to be very positive as we plan for retirement. Her suggestions are always tailored to my circumstances and she is skilled at answering my questions and explaining the pros and cons of different possibilities for investment. Always bright, caring and friendly,  I would happily recommend Louella to anyone looking for good financial advice.
  
 
  
 
 
 
   
 
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