Important information.

General advice warning

The information on this website is general advice only. It has been prepared without taking into account your objectives, financial situation or needs. Before acting on it, you should consider whether it is appropriate for you and read the relevant Product Disclosure Statement. Case studies are illustrations only and do not represent any particular client’s outcome. Past performance is not a reliable indicator of future performance. Please seek advice tailored to your circumstances before making a financial decision.

Licensing

Wealth Effect Group (CAR 424768) and Andre Dirckze (AR 395157) are Authorised Representatives of Boston Reed Pty Ltd, ABN 89 091 004 885, AFSL 225738.

WE. Mortgage Solutions is a trading name of Wealth Effect Pty Ltd ATF Wealth Effect Unit Trust, ABN 78 766 858 328, an Authorised Credit Representative (480612) of BLSSA Pty Ltd, Australian Credit Licence 391237.

Financial Services Guide

Our Financial Services Guide explains the services we offer, how we and our licensee are paid, and how to make a complaint. Please read it before you receive advice from us. Our advice fees are also published on our fees page.

Services provided by other businesses

Some services mentioned on this website are not provided by Wealth Effect Group or under Boston Reed’s Australian Financial Services Licence.

• Accounting and tax. Accounting, tax return, bookkeeping and business advisory services are provided by Altiora Advisory, an independent accounting firm. When you ask us about these services, we take your details, understand what you need and, with your permission, introduce you to Altiora. Wealth Effect Group may receive a referral fee. If so, we will tell you the amount before you proceed.
• Legal and estate documents. Wills, powers of attorney and other legal documents are prepared by our preferred legal provider. We do not provide legal advice.
• Lending. Credit assistance is provided by WE. Mortgage Solutions under the credit licence noted above, not under Boston Reed’s AFSL.

Privacy

As part of our commitment to client service, and as required by law, Boston Reed Pty Ltd collects and maintains client information and complies with the Privacy Act 1988 and the Australian Privacy Principles. You can read our licensee’s privacy policy here. If you contact us through this website, we use your details only to respond to your enquiry and, where you ask us to, to introduce you to a referral partner.

Complaints

If you have a complaint, please contact us first on 1300 459 101 or admin@wealtheffect.com.au. If it isn’t resolved to your satisfaction, you can contact the Australian Financial Complaints Authority (AFCA) at afca.org.au or on 1800 931 678.