northwest wealth management

Building and
protecting wealth.

North West Wealth Management builds dedicated relationships with your family and business by providing high quality, tailored financial advice you can trust.

OUR SERVICES

Wealth management made easy.

Our specialist advisors will discuss and identify your goals and objectives, both now and into the future. We then formulate strategies to help achieve these goals with a consistent and measured approach.

We help to manage the risks and ensure discipline in decision-making and actions. We continually review strategy but allow flexibility to accommodate life’s changes as they arise. We educate on markets, legislation and risks. We ensure we have the highest levels of competence, knowledge, and training to pass on to our valued clients.

We make super simple

Evaluating risk, testing scenarios and constructing a portfolio.

Personal Insurance

Protecting you from life’s unexpected twists and turns

Aged Care planning

We help to unpack the jigsaw of aged care

Retirement Planning

Specialist advisors providing concise and proactive advice

Create your own personalised Wealth Report in just 15 minutes

getting started

Simple 6 Step Process

Our six step approach is a simple formula that works. It helps us get to know you, and work out what is right for you and your circumstance.

01

Get to know you and your needs

02

Explore your current financial position

03

Prepare a personalised financial plan

04

Recommendations for future success

05

Implement your financial strategy

06

Regular reviews and refinement of your financial position

our values

Our commitment is always to you.

At North West Wealth Management, we operate with integrity and a commitment to provide you with personalised and confidential advice and services.

We are a loyal partner who values long-term trusted relationships with our clients.

Our reliable, responsive and motivated team is focused on getting you the best results, and our work is underpinned by our core values, making North West Wealth Management your partner for the long term.

our philosophy

Our philosophy to investment planning.

We implement our planning for life investment philosophy through a series of centrally researched and maintained portfolios. Each has a strategic asset allocation designed to give access to a diversified investment solution with good risk control and a balanced mix of assets, managers, and securities.

Our internal Investment Committee creates and reviews all portfolios to ensure that we leverage the broad experience and knowledge across the company. Performance is monitored regularly with other investment opportunities considered relevant to each client, making North West Wealth Management the ideal investment partner.

iNSIGHTS

Featured News & Insights

BROWSE ALL insights

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Autumn 2024 Newsletter

Relax with a cuppa and catch up on the latest in our Financial Focus - Autumn 2024 Edition.

wealth management

Wealth Report

Use our North West Wealth Management Wealth Report tool below to help plan for your financial future.

TESTIMONIALS

Customer Testimonials

We appointed Lee-Anne as our Financial Adviser in 2012 and she proceeded to set out a retirement strategy for us. As time progressed we developed a good business relationship as Lee-Anne had a good understanding of our retirement needs and we had faith in her advice and knowledge. We have regular discussions throughout the year and receive a phone call just to see how we are travelling.
Ten years have passed and we are very pleased with our decision in appointing Lee-Anne as our Financial Adviser. Her skills and knowledge have given us a happy retirement life and we recommend her to anyone who is in the same lifestyle position as us.

John & Martine Trail “Wattle Creek”

James is highly professional, trustworthy, diligent and caring. He has proven he is able to communicate and work with the often complex, multi-generational family farm structure.
We have no hesitation and are in fact proud to recommend James and his team at North West Wealth Management to any of our piers in agricultural business.

Laurie and Gwen Hoad

Get In Touch with us

Get in touch and start your journey building and protecting your wealth.

Get in touch with our team and discuss your individual wealth goals. Alternatively, reach out to us by calling (02) 6762 4244.