Oz Wealth is a privately owned boutique financial planning company based in Queensland, Australia, with a focus on providing Superannuation and Life insurance advice to everyday Australians. With a philosophy centered on empowering clients with financial security and confidence, Oz Wealth engages clients to gain a deep understanding of their needs. By analyzing their current superannuation and insurance status, the company offers sound and sensible strategies to improve clients’ financial positions moving forward.
With a mission to guide clients towards optimal wealth gain and preservation, Oz Wealth prioritizes imparting informed decision-making skills and ensuring clients’ financial well-being with a sense of security and comfort. The company’s core focus lies in supporting individuals in taking command of their finances, enabling them to live according to their own expectations and leave a legacy for future generations. Oz Wealth’s expertise in identifying potential risks and devising tailored insurance plans caters to the needs of both clients and their loved ones.
As a Corporate Authorised Representative of Beryllium Advisers Pty Ltd, Oz Wealth operates under an Australian Financial Services License, providing general information that encourages individuals to consider their financial situations and needs before making decisions. By offering personalized financial planning services and strategies, Oz Wealth aims to help clients achieve a comfortable and secure retirement, ensuring they do not run out of money while leaving a lasting legacy for their children.