Our Services

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

 

Superannuation - Retirement Planning

These areas are very specialised and important for all individuals. We offer a quality referral service in these areas to Financial Advisers who 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.