The Wealth Connection - Canberra

This was our first meeting at The Wealth Connection. On arrival we were met with a friendly greeting and were offered a coffee. Our adviser Monica, introduced herself and then asked us about what our goals were and what we are looking to achieve. She then got to work and laid out our current asset position on a whiteboard, which was really great since it helped us to visualise our current situation. Monica then went into detail about some of the strategies that we could consider utilising, again using the whiteboard so that we could clearly understand them. Whenever we had a what if scenario question, she listened and then explained what that strategy would look like in practice, as well as the pros and cons. Overall, it is clear that Monica has a great deal of knowledge in this industry and is a very friendly person. We had brought our 20 month old toddler with us and Monica was great with her and helped to keep her calm with a cookie and some paper to doodle on. I absolutely recommend Monica at The Wealth Connection to anyone looking for financial advice!
Feb 28th, 2023

We used The Wealth Connection as our mortgage brokers, and Nik Preiner and Matthew Shepard were so professional and easy to deal with through the whole process. They were really responsive to all my questions and were always happy to chat over the phone or via email. The Wealth Connection is a great business and I would recommend them to anyone looking for financial advice or a broker!
May 25th, 2021