Wealth Architects Wollongong

Wealth Architects Wollongong is a privately-owned boutique financial advisory practice with offices locations in Victoria, NSW and QLD.

 

Office Location

Address:
278 Keira Street,
Wollongong NSW 2500

Phone: 02 4208 5060
Email: [email protected]

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

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Meet the Team

Peter Macfarlane, Wollongong

Paul Macfarlane

Principal

Paul has enjoyed 15 successful years as a professional in the financial services sector. His roles include working with various life-insurance companies and fund managers before becoming a self employed financial adviser. Paul prides himself on understanding his clients’ individual requirements, providing advice that is sustainable and implementing plans that deliver lasting results. Paul’s strong customer-service focus and commitment to his clients ensures that they receive the best service possible and always come first. Paul currently holds a Graduate Certificate of Financial Planning.

Outside of work, Paul is actively involved in triathlon, representing Australia in 2018 in his age group. He also enjoys spending time with his young family.

E: [email protected]  M: 0409 005 513    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 Wollongong is a Financial Planning and Advisory Practice in Wollongong, NSW.