Our Services

Our services can be broken down into two main areas:

  • Finance Solutions

  • Insurance Solutions

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Insurance - Family & Business Solutions

We offer Life, Trauma, Income and Disability Cover solutions . . .

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Finance

We offer finance solutions including home loans, refinancing, debt consolidation, self employed & credit impaired . . .

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Health Insurance

Receive a cost and benefits comparison on your current health insurance or commence new cover . . .

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Superannuation / Retirement

If you wish to look at various superannuation solutions including comparing and combining funds . . .

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Estate Planning / Wills

We have put in place a strategic alliance with experts in this area . . .

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Seniors Socializing

Aged Care Advice

We align with caring people that can efficiently assist you in this area . . .

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General Insurance - Car / Home / Tradies

Receive a second opinion on your current renewal, particularly how it is structured or valid advice on a new policy . . .

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Cash Flow Coaching / Debt Management

We partner with experts specialising in cash flow coaching and debt management . . .

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Wheeler Financial Advisers

PO Box 114, Tullamarine VIC 3043

Tel:  03 9335 5565

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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).

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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