We understand that choosing a Financial Planner is not a decision that should be taken lightly. Our goal is to work with you to help you achieve your goals; Because this is best achieved through a long term prosperous relationship, you need to feel confident that we can meet all of your expectations. To show you how confident we are with our planning process, the first appointment is absolutely free ! This way, we can sit down; with no pressure and no obligation.
At Pure Wealth Management, our focus is on you.
Pure Wealth Management is located in Mooloolaba, the heart of the Sunshine Coast. We have been helping people reach their full financial potential since 2002. Our team members are all committed to providing you with service standards which incorporate the code of ethics of the Financial Planning Association; integrity, competence, fairness, professionalism, confidentiality and compliance just to name a few.
All Advisers (Authorised Representatives) and Planning Assistants undertake regular ongoing training at the highest levels to remain at the forefront of the financial planning industry. In fact, you cannot become an Authorised Representative without successfully completing a Diploma in Financial Planning or Financial Services first.
We pride ourselves on being able to take the confusion and misunderstanding out of the financial arena and deliver a simple approach to wealth creation, debt reduction, superannuation (corporate and individual), retirement planning, life insurance and salary sacrifice. We like to establish an ongoing relationship with clients and take the time to educate them about their strategies and investments.
Australian Securities Exchange
Our vision is to guide, educate and look after our clients.
Its not where you start, but where you finish that counts.
At Pure Wealth Management our focus is on you and your financial future.
EKAGM Pty Ltd (ABN 93 111 813 355) trading as Pure Wealth Management is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) Australian Financial Services Licence No. 236523
Infocus Head Office: PO Box 1856, Sunshine Plaza QLD 4558