Our Services

Wheeler Financial Advisers offer a quality referral service in a number of areas.  

Health Insurance

 

If you wish to compare your current Health Insurance or commence new cover, we have access to a quality referral service. They can compare and consider your current needs and circumstance to provide you with options to best suit your needs.

 

If you require further information or a point of contact with somebody to speak with, please contact our office and we can put you in touch with the best person to assist your needs.

 

Superannuation - Retirement Planning

These areas are very specialised and important for all individuals. We offer a quality referral service in these areas and can offer options on comparing and combining Superannuation funds, in your best interest.

 

If you require further information or a point of contact with somebody to speak with, please contact our office and we can put you in touch with the best person to assist your needs.

 

Estate Planning / Wills

We offer a quality referral service in these areas. We have put in place a strategic alliance with Estate Planning experts who offer personalised advice.

 

If you require further information or a point of contact with somebody to speak with, please contact our office and we can put you in touch with the best person to assist your needs.

Aged Care Advice

 

We offer a quality referral service in this area. Specialised and competent knowledge is essential in this area of advice. We are aligned with caring people who can efficiently assist you in this area.

 

If you require further information or a point of contact with somebody to speak with, please contact our office and we can put you in touch with the best person to assist your needs.

General Insurance - Home, Business, Car, Trades

 

If you wish to receive a second opinion on a current renewal or valid advice on a new policy, we offer a quality referral service in this area. You will quickly see whether your current cover is in your best interest or whether it can be improved.

 

If you require further information or a point of contact with somebody to speak with, please contact our office and we can put you in touch with the best person to assist your needs.

 

Cash Flow Coaching / Debt Management

We partner with experts who specialise in the area of cash flow coaching and debt management.

They offer different levels of service from basic up to sophisticated, depending on your choice and needs.

Their track record with clients who improve their cash flow outcome is superb.

 

If you require further information on how their service may benefit yourself, or a point of contact with somebody to speak with, please contact our office and we can put you in touch with the best person to assist your needs.

Wheeler Financial Advisers

PO Box 114, Tullamarine VIC 3043

Tel:  03 9335 5565

Email: admin@wheelerfinancial.com.au

ABN 27 208 200 343

Ian Wheeler is an Authorised Representative of Affinia Financial Advisers Limited (Authorised Representative No. 255785). Affinia Financial Advisers is a holder of an Australian Financial Services Licence No. 237857 issued by the Australian Securities and Investments Commission (ASIC).

ASIC Authorised Credit Representative No. 503892

Website Disclaimer.

All of the material published on this web site is for information purposes only and does not constitute advice. This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a Financial Adviser, whether the information is appropriate in light of your particular needs and circumstances.

© 2019 BY WHEELER FINANCIAL ADVISERS