- Suite 4, Ground Floor, 25 Walters Drive, Osborne Park, WA 6017
- (08) 9204 5222
- Suite 4, Ground Floor, 25 Walters Drive, Osborne Park, WA 6017
- (08) 9204 5222
Welcome to Wealthcorp
Based in Osborne Park WA, we provide comprehensive financial advice for individuals, families and professionals at all stages of life.
Our role is to help you to discover the values that you aspire to and to create a pathway that will deliver your preferred lifestyle.
Welcome
We provide you with the most appropriate advice tailored to your situation.
At Wealthcorp, we will provide you with the most appropriate advice tailored to your needs, that allows you to:
- Take control of your financial affairs.
- Achieve your goals.
- Enjoy a lifestyle in keeping with your unique values.
Your values are those qualities and principles that are intrinsically important or desirable to you. Our role is to help you to discover the values that you aspire to and to create a pathway that will deliver your preferred lifestyle.
We help you create a pathway towards your preferred lifestyle.
Our unique financial modelling process will allow you to make well informed financial decisions for a positive and favourable outcome now and into the future.
Wealthcorp's 'Situation - Strategy - Service' is a three stage consultative process that has you fully involved at each stage. Because this process is all about you, it allows you to refine and to prioritise your goals, to clearly understand the strategy considerations and to know that our advice is unique to you.
We're here to help you. That's our focus.
Who We Help
Professional advice that focuses on accountability, ownership and engagement.
We regularly find that our clients are successful and often busy people who are seeking professional advice for various reasons, such as:
- To determine if they are on track to achieve their goals.
- To determine a financial direction.
- To efficiently manage their finances and investments.
- To ensure they and their family are protected financially.
Whatever your stage of life, we're here to help you.
The people that we help, value our advice and are seeking: accountability, ownership and engagement from their adviser. This is exactly the type of personalised service we deliver to our select and limited number of clients.
Our clients are prepared to take responsibility and readily engage in the process to achieve their desired outcome.
Ultimately, we will provide you with the most appropriate advice, specific to your needs.
We really listen. We never assume. We really understand.
Areas of Strategic Advice
Wealthcorp's proven approach for your successful outcome.
Our Process
We're here to make a difference.
About Us
Who We Are
Ian Davies and Ash Nicol are the founders and Directors of Wealthcorp and it is our values and our direction that differentiates Wealthcorp's professional financial planning service to help you to understand, to take control of your financial circumstances and give you the comfort of knowing how to make well informed financial decisions for a positive and favourable outcome now and into the future.
Ian is qualified as a Chartered Accountant and is a Certified Financial Planner. Ash is similarly qualified as a Certified Financial Planner as well as an industry specialist in Self Managed Superannuation Funds.
Ian Davies
Ian is a Certified Financial Planner and a member of the Financial Planning Association. Ian is also a Chartered Accountant and a member of the Institute of Chartered Accountants, from where he has been accredited as a Financial Planning specialist. Ian has over 35 years experience in the financial services industry.
Ian Davies is an Authorised Representative of Sentry Wealth Management Pty Ltd ABN 77 103 642 888 AFS Licence 227748.
Ash Nicol
Ash is a Certified Financial Planner and a member of the Financial Planning Association and Self Managed Super Fund Professionals Association of Australia. Ash has completed a Bachelor of Business with Honours in Finance and the Graduate Diploma of Financial Planning from the Securities Institute of Australia and is accredited as a SMSF Specialist Advisor.
Ash Nicol is an Authorised Representative of Sentry Wealth Management Pty Ltd ABN 77 103 642 888 AFS Licence 227748.
Call us for a no charge obligation free first appointment.
Where to Next
The completion of our 'What can we do for you?' questionnaire is an important first step in shaping your financial future in the months and years ahead. The aim of our first meeting is for us to meet with you and really understand your goals, identify any concerns and to gain an appreciation for the type of lifestyle that you would like to enjoy.
This questionnaire will help to identify the things that you are doing well and the things that you would like to do better. It also helps us to identify those issues that are most important to you, so we can tailor our discussion.
Our professional fee for advice approach promotes an open and honest relationship, which leaves you secure in the knowledge that your best interests are being served and that your needs are placed ahead of our own.
By contacting us for an appointment, we will provide you with the information you need to download our questionnaire and we look forward to our first meeting.
99% of our new clients are referred by our loyal, existing clients.
Testimonials
Stay up to date and make informed decisions.
Latest News
ATO encourages trustees to use voluntary disclosure service
e ATO is encouraging SMSF trustees to use its voluntary disclosure service to inform it early if a contravention has occurred.
Beware of terminal illness payout time frame
an SMSF member is diagnosed with a terminal illness, it is best not to close out the fund before the insurance has been paid, says a specialist.
Capital losses can help reduce NALI
pital losses can be used to reduce or eliminate NALI tax exposures in relation to a tainted capital gain, says a legal expert.
Investment and economic outlook, August 2024
gion-by-region economic outlook and latest forecasts for investment returns.
Develop your financial future.
Talk to us. We're great listeners.
Contact Us
Contact Details
- Phone:
(08) 9204 5222 - Fax:
(08) 9204 5533 - Email:
- Address:
Suite 4, Ground Floor, 25 Walters Drive, Osborne Park, WA 6017 - Postal Address:
PO Box 1558, Osborne Park WA 6916 - Office Hours:
9AM to 5PM, Monday to Friday
