Trustworthy, comprehensive Financial advice you can rely on
A MESSAGE FROM BLAKE WENDT
Principal & Senior Financial Advisor
Hello and welcome to Pretzel Wealth, I am delighted to have you here.
We are not your typical Financial Planning business. We don’t have any products to sell you, and we’re not owned by a big corporate looking to use you to meet monthly sales targets.
Instead, we’re all about you. We believe in personalised tailored service and understand that when it comes to retirement planning, it’s personal. Our commitment is to provide you with solutions that align with your unique needs and aspirations. Our team of dedicated professionals are here to empower you with the knowledge and tools you need to make informed decisions about your financial future. We’re here to guide you every step of the way, without a big corporate agenda.
I invite you to reach out to us for a complimentary consultation. This is an opportunity for us to understand your financial goals and discuss how we can help you achieve them. It’s a chance for us to show you how our personalised approach can make a difference.
Thank you for considering Pretzel Wealth as the trusted partner on your financial journey. We’re excited to work with you.
We are here to help guide and inform you to make the most of your financial situation by providing sound and sensible advice that is easy to understand.
Get in contact us today!
TAKE OUR RETIREMENT QUIZ
Needing some Common Cents?
Discover financial clarity with ‘Common Cents’. Written by Blake Wendt, our Principal and Senior Financial Adviser, this comprehensive guide helps you navigate wealth accumulation, retirement strategies, and financial well-being.
Get your free copy now to embark on a journey towards a secure and meaningful retirement.
Tips & Traps – Articles
VIDEOS & VLOGS TO HELP YOU SET UP FOR RETIREMENT
Video: Retirement Planning
Preparing to retire is emotional and practical. Making a retirement plan can help you manage your finances, and cope better as your life and priorities change.
Video: Insurance
Protecting your retirement dreams is just as important to us as helping you reach them. And while no one expects the worst to happen, the right insurance cover can help you and your family feel prepared and protected.
Video: Superannuation
Superannuation (or ‘super’) is a compulsory system of placing a minimum percentage of your income into a fund to support your financial needs in retirement. Your super is invested in a range of assets to help grow your balance so you can have the best possible retirement outcome.
Wealth Report
Are you curious about your current financial standing or eager to chart the course for your financial future? With the Wealth Report, gaining insights into your finances has never been easier.
Meet your adviser
Blake Wendt
Principal and Senior Financial Adviser
Blake has spent countless hours answering finance questions during his appearances on 2GB, 3AW and 4BC radio stations. He has provided quality financial advice throughout a plethora of client interactions.
Blake has been collecting degrees like a child collects stickers! He is a Certified Financial Planner and has a Master of Financial Planning, Bachelor of Business and Commerce (Applied Finance), Diploma of Financial Planning and Diploma of Finance and Mortgage Broking.
Blake has a passion for providing advice to Australians from all walks of life, from everyday Australians needing to understand how to maximise their hard-earned savings, to CEO’s of listed companies wanting to invest in a tax-efficient manner. Blakes areas of advice include:
- Superannuation (including SMSFs)
- Retirement planning
- Structures (Family Trusts and Companies)
- Investments
- Personal insurance
- Gearing and margin lending facilities
- Centrelink (Age Pension)
- Estate planning
- Budgeting and cash flow management
It’s safe to say that in Blake’s world, numbers are no match for his financial prowess!
You can connect with Blake here.
What can we help You with?
Our team can help advise you in multiple areas so you can confidently make smart financial choices, including:
Wealth Accumulation
Building wealth through sound investment strategies and regular monitoring.
Superannuation
Making the most of your super by choosing the right fund and investment options, whilst taking advantage of tax strategies.
Retirement Planning
Maximising income and minimising tax during retirement through carefully planning to ensure a comfortable retirement.
Cash Flow Management
Developing a budget, identifying spending patterns and putting in place strategies to make the most of your money.
Wealth Protection
Using insurance policies to protect you and your family's wealth.
Age Pension
Maximise Age Pension entitlement through strategic planning.
Debt Management
Managing and reducing debt through effective debt minimisation strategies.
Investments
Building wealth through carefully selected investment strategies, inside and outside of superannuation.
Estate Planning
Planning for the transfer of wealth after passing away to maximise the benefit for intended beneficiaries.
How the process works
Working with Pretzel Wealth is a collaborative process, where the your financial goals and aspirations take centre stage
Consultation
Start with a no-obligation consultation with your adviser to discuss your financial position and goals. In the consultation, a high-level discussion will take place, highlighting areas we can assist.
Recommendations
Your adviser will gather information and formulate recommendations based on your unique circumstances. You will then regroup with your adviser to discuss these recommendations and address any questions you may have.
Implementation
Work collaboratively with your adviser to implement the recommendations to improve your financial position.
Review and Ongoing Advice
Your adviser will review your financial position regularly and provide ongoing advice to ensure your financial plan remains relevant, effective and aligned with your goals and objectives over time.