At Wealth Health Co, everything we do is centred around you

Our interactions aren’t just transactional – we are on your side throughout your financial journey.

Who we help

Who we help

Comprehensive financial advice and lending assistance isn’t just for the already rich. We support anyone who wants to invest in their future financial well-being. After all, on average, financially secure people are happier people. While we’re here to help everyone, here are some areas we specialise in:

Families

Raising a family is hard work! Life can often get in the way of even the best financial intentions. It can get so hectic that we end up forgetting about the bigger picture stuff – and that’s where we come in:

  • Prioritising what is important to you and your family
  • Organising your finances and making smart decisions
  • Upgrading the family home to gain more space and great memories
  • Affording your kids’ education
  • Protecting your family from the unexpected
  • Retiring earlier
Book a call
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Mining and Oil & Gas

Working in mining or oil & gas often means high income, unique benefits, and complex financial considerations. Whether you’re managing FIFO life, planning for the future, or navigating employee share schemes, we understand the challenges of this industry and can help you make the most of your hard-earned money:

  • Maximising employee share plans and benefitss
  • Tax minimisation strategies
  • Avoiding lifestyle creep
  • Planning for life after FIFO
  • Building a property portfolio
  • Understanding the numbers on novated leases
Book a call

Tradies

We often see tradies making a high income or running a profitable business, but not maximising their hard-earned dollars. If you need help making informed decisions to grow your wealth, we’re here to make things simple to ensure that you’re ahead of the game:

  • Lending and finance solutions
  • Understanding your income, tax obligations and cash flow
  • Ensuring the financial safety of you, your family and your business
  • Managing your superannuation obligations and retiring earlier
  • Purchasing your first or next home
  • Investment options other than investment properties
Book a call
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Company ethos

The best plans are those that can be easily adapted

Central to our company ethos is our belief that the best plans are those that can be easily adapted to suit unforeseen changes that are part of everyday life. That’s why we believe our interactions aren’t just transactional – we are on the journey with you to ensure that we can identify these changes – enabling timely adjustments to be made to your personalised plan.

You’ll become upskilled, educated and better equipped to understand the financial world you live in. Throughout your journey with us, you will be provided with a range of educational tools and information to improve your financial knowledge enabling you to make well considered and informed decisions about your financial future.

We have also invested heavily in a range of software platforms to assist you in the management of your finances. These platforms not only mean little or no paperwork, they will also provide you with easy access to all of your financial data that will be stored in a secure centralised vault.

Our values

To respond

We are open, honest and accountable with all of our communication. Regardless of the level of complexity of your question, we will always respond in a timely manner.

To educate

Throughout your financial planning process, we will provide you with the knowledge and tools you need to make informed decisions about improving your financial future.

To care

We love what we do and we care about our clients. We embrace the idea of sharing our expertise with you so that we can improve your future financial position.

Meet our team