Who. What. How.

WHO IS PRETZEL WEALTH?

With a client-centric approach, our dedicated team delivers personalised financial advice and solutions that take a comprehensive view of your financial landscape – addressing both your present circumstances and future aspirations.

We take pride in being a trusted partner to help you achieve your personal financial goals. Leveraging advanced tools, in-depth research, and decades of collective experience, we enhance outcomes for our clients.

Whether it’s risk management or crafting tailored investment strategies, our team is committed to giving you the confidence and peace of mind to make well-informed financial decisions.

We have partnered with RI Advice Group, a leading Australian Financial Advice network with over 40 years in business. This partnership ensures that you’re in safe and capable hands.

WHAT CAN WE HELP YOU WITH?

Wealth Accumulation

Grow your wealth with smart investment strategies and regular performance monitoring.

Superannuation

Maximise your super by selecting the right fund and investment options while utilising tax benefits.

Retirement Planning

Ensure a comfortable retirement by maximizing income and minimizing taxes through strategic planning.

Cash Flow Management

Optimise your finances with tailored budgeting, spending analysis, and strategies to enhance cash flow.

Wealth Protection

Safeguard your family’s future with the right insurance policies to protect your assets.

Age Pension

Strategically plan to maximise your Age Pension entitlements.

Debt Management

Effectively reduce and manage debt with proven minimisation strategies.

Investments

Build wealth with carefully chosen investment strategies, both inside and outside superannuation.

Estate Planning

Plan for the smooth transfer of wealth to your beneficiaries, ensuring your legacy is maximized.

HOW THE PROCESS WORKS

Our team offers expert advice across a range of financial areas, helping you make informed and confident decisions:capable hands.

Consultation

Begin with a no-obligation consultation where you and your adviser will discuss your financial situation and goals. This initial conversation will provide an overview of how we can assist in achieving your objectives.

Recommendations

Your adviser will gather relevant information and create tailored recommendations based on your unique circumstances. Afterward, you’ll meet again to review the advice and address any questions or concerns.

Implementation

Collaborate with your adviser to implement the agreed-upon strategies, designed to improve your financial position and help you achieve your goals.

Review & Ongoing Advice

Your adviser will regularly review your financial situation and provide ongoing advice to ensure your plan stays on track, remains effective, and adapts to any changes in your life or goals.