Olleh Wealth
Secure your financial future with our expertise
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Rated 5 from 21 Reviews
Olleh Wealth
Rated 5 from 21 Reviews
1. Understanding Your Needs
At Olleh Wealth, we dedicate time to understanding your unique needs and financial goals. This forms the foundation of a personalised financial strategy, designed to help you achieve your desired outcomes.
2. In-Depth Analysis
Using advanced research tools, we develop a customised plan that aligns with your objectives. Whether your focus is wealth creation, risk management, retirement planning, or tax optimisation, our comprehensive resources will provide clarity and direction to reach your financial aspirations.
3. Tailored Solutions & Strategy
At this stage, we present a Statement of Advice (SoA) that formalises our strategic approach and outlines specific recommendations to help you achieve your goals. Once you’re confident in the proposed plan, we proceed with the implementation of the recommended strategies on your behalf.
4. Ongoing Review
After implementation, we continue to monitor and review your strategy to ensure it remains effective and aligned with your evolving needs. We understand that goals and circumstances can change, which is why we believe in adapting strategies and conducting regular reviews to keep your financial plan on track.
PK
Petra Kalinin
Working with Tarek has been a game-changer for my financial journey. From the outset, he demonstrated a deep understanding of the markets, paired with a genuine commitment to helping clients succeed. Tarek has an ability to translate complex financial strategies into clear, actionable guidance. Every interaction has been thoughtful, transparent, and tailored to my goals. I’m excited about the path ahead and grateful to have Tarek and Olleh Wealth in my corner. Highly recommended for anyone seeking expert advice with a personal touch.
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Nabil
Tarek, Harry and Alen are legends. Genuinely invested in helping me and my family. Highly recommend!
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Sadifa Sljivar
I’m really happy with the service I received from Olleh Wealth. They took the time to understand my situation and helped me get my finances organised in a way that feels clear and manageable. The process was smooth, professional, and very supportive. I feel much more confident about my financial future thanks to their guidance, and I’d highly recommend them to anyone looking for reliable financial planning advice.
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Ajla Sljivar
The team at Olleh Wealth have been fantastic to deal with. They explained everything in a way that was easy to understand and made the whole process of organising my finances stress-free.
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Jack
As a new client, I couldn’t be more impressed with Tarek and the incredible level of insight he brings to the table. From the very first conversation, it was clear he knows the markets inside and out — but more than that, he has a real gift for breaking things down in a way that actually makes sense. I walked away from our sessions having learned things I never would have picked up on my own. He gave me honest, straight-shooting feedback on my current position and helped put my mind at ease with clear direction and no fluff. I’m genuinely excited about the future and the investment decisions we’ll be making. Tarek has a sharp eye for opportunity and a calm, grounded approach that builds serious trust. If you’re looking for someone who knows their stuff and truly cares about your financial growth, look no further. Highly recommend.
EL
Ena Lojic
Highly recommend
As every journey begins with a first step, yours begins with a simple hello. At Olleh Wealth, we’re dedicated to helping individuals and families achieve their financial goals through personalised, transparent, and insightful financial planning.
Let’s take that first step together toward a brighter financial future.
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There are advantages and disadvantages to holding your insurance within your superannuation, and understanding these differences is crucial in making the right decision for you and your family. While having insurance within your super can provide benefits such as tax-effective premiums and automatic coverage, it may also come with limitations, including reduced payout amounts and potential delays in claims processing. Additionally, premiums paid from your super balance may reduce your retirement savings over time.
At Olleh Wealth we can guide you through the complexities of these options, helping you weigh the pros and cons specific to your situation. They can evaluate factors such as your financial goals, family needs, and retirement plans to determine whether holding insurance inside or outside of your superannuation is the most suitable choice. Moreover, they can provide tailored strategies to maximise your coverage while minimising potential drawbacks, ensuring your insurance aligns with your broader financial plan.
By seeking professional advice, you can make informed decisions that protect your family's future while safeguarding your retirement savings.
That’s a great question. The role of a financial adviser is to guide you in managing your superannuation in a way that aligns with your goals, risk tolerance, and financial situation. While you ultimately remain in control of your super, we can provide expert advice on:
- Investment Strategy: Helping you choose the right mix of assets (e.g., shares, property, fixed interest) that match your long-term goals and comfort with risk.
- Contributions: Advising on strategies such as salary sacrifice, government co-contributions, or spouse contributions to help grow your balance efficiently.
- Super Fund Selection: Evaluating your current fund to ensure it’s cost-effective and meets your needs or helping you find an alternative if it doesn’t.
- Insurance Inside Super: Reviewing life, TPD, and income protection insurance held within your super to ensure appropriate coverage.
- Retirement Planning: Structuring your super to provide a comfortable income stream when you retire.
If you choose to work with us, we’ll regularly review your superannuation to adapt to changes in your circumstances, market conditions, or legislation. Our goal is to help you maximize your retirement savings and achieve peace of mind.
Improving your cash flow is key to achieving your financial goals. We can help by:
- Reviewing your income and expenses to identify savings opportunities.
- Optimising your debt to reduce interest costs and improve repayments.
- Maximising tax efficiency so you keep more of your income.
- Creating a tailored cash flow plan that balances your current needs with future goals.
- Regular reviews will ensure your plan adapts to changes in your circumstances.
Olleh Wealth (CAR 131 3367) is a Corporate Authorised Representative of InterPrac Financial Planning Pty. Ltd (AFSL 246 638).
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