Wealth Architects Tweed

Wealth Architects Tweed is a privately-owned boutique financial advisory practice located in Tweed Heads, NSW.

We will work with you and address your financial objectives and needs. This then guides you through relevant steps to provide tailored financial advice. Wealth Architects Tweed prides itself on offering modern tools, solutions and software to implement easy and self-maintaining systems for clients. We are future-focused and work with clients to address relevant long term needs with the necessary tools to succeed.

Office Location

Address:
39 Wharf Street, Tweed Heads NSW 2485
PO Box 532, Tweed Heads, NSW 2485

Phone: (07) 5536 9791
Email: [email protected]

Hours
Monday – Friday: 9am – 5pm
Saturday – Sunday: Closed

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Meet the Team

Frank Monaghan, Wealth Architects Tweed

Frank Monaghan

Senior Financial Planner

Frank commenced his financial planning career in 2012 shortly after arriving to Australia’s shores from his native Ireland. Having progressed through the ranks from Client Relationship Manager with a boutique planning firm in Northern New South Wales, Frank has established himself as a fully FASEA compliant senior financial adviser who holds an Advanced Diploma in financial planning, the Fellowship of Chartered Financial Practitioners (FChFP) designation and most recently the Graduate Diploma of Financial Planning. He is also a member of the Association of Financial Advisers (AFA).

With a passion for helping his clients achieve their financial goals, Frank has a keen eye for detail in identifying strategies to improve their position. In doing so, frank has an aptitude for improving his client’s financial literacy, diligently helping them make better informed, prudent financial decisions. His loyal client base attest to his friendly, straightforward approach that compliments his professional integrity.

When not in the office, Frank enjoys camping trips, exploring the great outdoors with his wife Sharne and their two young sons. He is also fitness conscious, attends the gym regularly and plays goalkeeper for a local indoor soccer club.

E: [email protected]   M: 0412 250 652   Follow me on LinkedIn

Ready to help you at every stage of life.

High Achievers
If you are looking for strategies to increase your net wealth, Wealth Architects advisers are experts in accelerating your financial position via proven strategies.
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Business Owners
A Wealth Architects Adviser can ensure you are extracting sufficient funds from your business into your personal life. This will ensure your hard work is achieving your personal goals - not just your business objectives.
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Pre-Retirees
Having a road map before you decide to retire is extremely important. Ensuring your ducks are in a row will put you in the best position to ensure you have sufficient capital when you decide to retire.
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Self - Funded Retirees
Wealth Architects advisers will ensure your assets are well balanced & structured right for your ongoing income stream.
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Wealth Architects Tweed is a privately-owned boutique financial advisory practice located in Tweed Heads, NSW.