BUILD YOUR WEALTH WITH CONFIDENCE
WELCOME TO TECHWEALTH
Looking forward to meeting you and those important in your financial planning decision process. We will firstly complete a detailed diagnosis of your current situation, to work with you in turning your lifestyle goals into achievable objectives.
TechWealth is a boutique firm that is committed to providing proven, effective strategies that directly suit the needs of our clients. We take a cost-effective approach that makes achieving your goals more accessible.
Our team of experts take the time to understand your needs and ensure our recommendations are right for you. With long-standing industry experience , we are sure to help you take control financially.
Here at TechWealth we take a holistic approach to ensure that your needs are taken into consideration. Our services range from protection to planning, ensuring you are able to build wealth the right way.
OUR 3-STEP ADVICE PROCESS
Our streamline process allows us to deliver tailored advice, at our best price.
Our 3-step process was engineered to allow you to succeed.
First, we offer a FREE financial health check and consultation using the information you provide us in our form below to understand your needs.
Next, we incorporate your goals and lifestyle in a comprehensive financial plan that is easy to follow.
Lastly, we support you on your journey to financial freedom and abundance.
WHAT OUR CLIENTS HAVE TO SAY
Alex and his staff were fantastic. They took the time to understand my needs and then provided me with several options that ensured all my needs were met.
The ongoing interaction and quality of service is fabulous and at a level rarely seen or experienced these days in the finance industry.
David & Sheila R.
Sheila and I have been clients of Techwealth for over one years now, and we are very pleased that we made the move. It is always a pleasure to visit Alex, Rocky and the team for our regular investment updates,
We are absolutely comfortable with the style of consultation and advice that we obtain, and very happy that our superannuation and other investments are being handled so well by Alex. Would we recommend Techwealth and Alex to other investors? Most certainly!
Dr Mary Lee
Transparency & extensive knowledge in both Tax Planning and Investment in achieving the most suitable for clients is what makes a truly professional Financial Adviser. Alex had this and more. His dedication to clients and level of education sets his apart and I would highly recommend him to anyone for any out of the box advisory .
QUICK HEALTH CHECK
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