The Wealth Affect is a locally owned and operated financial planning firm based in Dubbo, NSW, offering a holistic approach to managing finances. With a focus on providing high-quality education and personalized customer service, the firm prides itself on staying up-to-date with the latest financial products, investments, laws, and strategies to help clients grow their wealth.
Founded by Shane Harris and Rodney Cox, The Wealth Affect aims to provide meaningful financial advice and assistance to everyday Australians. The firm’s services include retirement planning, debt management, tax reduction strategies, investment advice, estate planning, and more. With a strong emphasis on trust, integrity, and excellence, the team at The Wealth Affect is dedicated to helping clients make informed financial decisions to achieve their goals.
Whether clients are looking to set up a new superannuation fund, manage existing investments, or plan for retirement, The Wealth Affect offers tailored solutions to meet individual needs. With a commitment to providing reliable and up-to-date financial resources, the firm ensures that clients have the tools and support necessary to secure their financial future and achieve peace of mind.