Wealth Management
Gain confidence and clarity in your financial future. Our trusted financial advisers have decades of experience gained at world class institutions. They will help you develop a holistic financial plan tailored to your specific goals. Whether its savings, investments, superannuation, personal insurance or retirement planning, we help you build your knowledge and develop a clear roadmap to grow your wealth.
Our Wealth Management Services
Financial planning
Superannuation(SMSF)
Our experts design tax effective investment strategies that help you get the most out of your super in an ever-changing landscape.
Investments
Grow your wealth with strategic asset management. We can help you monitor your investments, make smart investment decisions, understand market trends, and take care of time-consuming management tasks.
How Does it Work?
- We’ll book a meeting with you to discuss your circumstances and goals and explore how we can add value. This meeting is free of charge and obligation.
- If you decide to engage us, we will agree on the scope of our advice and a fee structure with you before you incur any fees. Once engaged, we will collect information from you so that we fully understand your financial situation.
- Following research and analysis, we provide you with a detailed statement of advice (financial plan) addressing all your questions and outlining a financial roadmap for the future.
- We will handle all the paperwork to implement your plan and, if you choose, support you on an ongoing basis with your financial planning needs.
- The information you provide will remain confidential and you may terminate our engagement at any time. We will always act in your best interests.
Why Choose Korff Wealth?
Decades of Experience
Cost-effective for the Long Term
Expertise in Every Aspect of Your Finances
Objective Advice
We Build Your Knowledge
We never leave you in the dark. Our experts will explain financial concepts in language you understand, to ensure you have a good understanding of all the options and can decide what’s right for you.
We Handle the Red Tape
Why Choose Korff Wealth?
What Our Clients Say
“My wife and I are both Korff Wealth clients and have been for some 7 years. Korff Wealth were exceptional in delivering a Retirement/Investment income package to us both based on their research that provides us with a sound and carefully managed income stream that satisfactorily meets our needs. Highly recommended for new clients expecting a professional team that can provide you the service to meet your financial goals especially at retirement.”
Greg Hensell
“We have been with Korff Wealth for several years now. It commenced with getting our self managed super fund in order and over the years many financial decisions have been made with the assistance of Campbell Korff and his efficient team. We have successfully put in place a solid superfund investment plan, long term financial planning and assistance with property purchase and all the associated dealings. Their service has been exemplary, we highly recommend the Korff Wealth team.”
Deanna Belluzzo
“We have used Korff since 2017 and have had excellent service every time we have contacted them. Information is always clear, detailed and accurate. We would happily recommend their services.”
Becs Gilhooley
Your Advisors
Get in Touch
Want to learn more about how our wealth management can provide clarity and control over your finances? Get in touch for an obligation-free discussion with one of our advisors.