WE. Help you create and enjoy independent retirements that last!
Wealth Effect Group - wealth managers help good earners turn income into long-term wealth with smart, personalised financial strategies.
BREAK FREE START TODAY
TAKE THE FIRST STEP BOOK YOUR FREE FINANCIAL CONSULT.
WE. Better Smarter Together
IS THIS YOUR LIFE STAGE?
The WE. Difference
1. Proven Process
"We’ve developed a proven, repeatable process designed to consistently deliver measurable results and help you unlock your full Wealth Potential."
2. Fee-for-Service
Fee For Service:
we never charge commissions on investments This ensures we’re always working in your best interests
4. Ongoing Service
Not “advise and run”, we stick with you for the journey, making sure your plan is not only on track but is continuously evolving and improving.
5. Industry recongnised
Our Principal Andre Dirckze - founder of a series of Wealth Management Companies in top 10 adviser in Gold Coast
3. Holistic Approach:
Some advisors favour only one investment class such as property or shares. Our holistic approach offers a better return for a given level of risk.
6. Strong Foundation
Our Principal Andre Dirckze - has 23 years’ experience in the industry and has a passion for creating Lasting Independent Retirements
Pays For Itself Many Times Over
Have you ever said to yourself, “I’ll get a financial advisor when I have a bit more money”? But all too often, that day never comes. The truth is, if you earn good money (six figures or more), you can’t afford NOT to have an excellent financial planner – one who saves you tax, ensures your money is working hard for you and you are protected from risks and downsides. We believe in this principle so strongly that we will only recommend our services to you if we can comfortably demonstrate a substantial Return On Investment for you in the form of higher returns, greater financial certainty, less worry and stress
WE CAN HELP YOU WITH THESE THINGS AS WELL!
GETTING A HEAD START ON RETIREMENT
Planning for retirement’s a long game. To ensure you can do everything you want when you call time on your career, it’s a case of getting in early, even if you feel like you’ve left it a bit late. For us, it’s a case of working out the amount of retirement income you’ll need to support those endless trips to the golf course and family dinner parties and, from there, working backwards to find the right strategy.
GETTING A HEAD START ON RETIREMENT
FREE UP CASH TO TREAT YOURSELF
Get your house in Order
Get your house in Order
Getting in your house in order starts with a plan. First, we need to get the foundation right and get a clear understanding of your family budget. We need to get you in the driver’s seat and in control. Like finding out where all your hard-earned money is actually going. Then, we work out a game plan to get you in a position where you can afford to buy that new car or shoot off for that holiday with the family.
Manage family Changes
Manage family Changes
Starting a family. It’s a bridge we all reach at some point in our lives. From a financial perspective, the thought of losing an income and covering those extra expenses can be a tad daunting. Well, we’ve been there – We have a young family of three. We know the challenges. We preach what we practice, you could say.
BUY THE DREAM HOME
BUY THE DREAM HOME
There’s good reason why they say buying a home’s one of life’s biggest decisions. Particularly when it comes to finding a place to raise your family. It’s not just about grabbing the best home-loan deal. It’s all about finding the right debt strategy. Get the purchase structure right, and you’ll find you can actually buy more for your money – nicer suburb, more space, you get the picture.
GIVE THE KIDS PROPER HEAD START
GIVE THE KIDS PROPER HEAD START
Private school can be expensive - lets be honest, At WE, having a plan in place to ensure you have enough money to send your kids to the school you want is something we've given a lot of thought about. We tried and tested almost every strategy so we can help you make the choice for you.
PROTECT WHAT YOU'VE BUILT
You never know what’s around the corner. That we know. It’s all about planning for rainy days. Touch wood. Better to have a safety net and not need it, than the other way around. While there are endless policies out there, it’s all about tailoring the right one specific to your unique circumstances. That way, you’re not paying for cover you don’t need. With the benefit of experience, it’s all about knowing what to look for in a product.
PROTECT WHAT YOU'VE BUILT
PAY THE MORTGAGE RIGHT DOWN
The last thing you want is to feel like your mortgage is holding you back, stopping you from focusing on those more important things in life. Structuring your finances and debt are a great place to start, particularly if you’re constantly just making the minimum payments. Here, our focus is on saving you money on your repayments and, ultimately, helping you pay down your mortgage faster, so you can own your home outright sooner rather than later.
PAY THE MORTGAGE RIGHT DOWN
"Our approach is COLLABORATIVE, offering a one-stop shop for all your financial NEEDS. We employ a technically qualified team of professionals, who work together in creating a unique, and tailored solution for all of our clients."
— Andre Dirckze - Founder WE Founder
CONTACT US
Scottish house - 90 William Street, Melbourne, VIC 3000
Building 1 Suite A1 Level 3, 209 Robina Town Centre Drive, ROBINA, QLD 4226
1300 459 101
