Wealthyer is a financial planning business that goes beyond just managing your money – it aims to help you lead a rich and fulfilling life. Their strategic financial adviser works with clients to build wealth and provide the freedom to live life on their own terms. By taking the time to understand each client’s goals, aspirations, and values, Wealthyer creates tailored financial plans that evolve with the client’s changing needs and dreams.
With over 15 years of experience in financial planning, Wealthyer focuses on getting to know clients on a personal level to offer advice that aligns with their best interests. They provide a range of services, from recommending and implementing financial products to helping clients develop good financial habits. By prioritizing sustainable growth opportunities over get-rich-quick schemes, Wealthyer aims to protect clients’ long-term interests and ensure they are prepared for whatever life may bring.
Founded by Simon, a Certified Financial Planner with a Masters Degree in applied Finance, Wealthyer services clients in Bayside Melbourne, the Surf Coast, and beyond. Simon’s values, shaped by his upbringing in Barwon Heads, emphasize community, authenticity, and long-term partnerships with clients. Through remote consultations and a commitment to transparent, jargon-free advice, Wealthyer strives to empower clients to achieve financial freedom and realize their dreams.