Olleh Wealth
Secure your financial future with our expertise
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Rated 5 from 16 Reviews
Olleh Wealth
Rated 5 from 16 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.
EL
Ena Lojic
Highly recommend
SK
Shaq Khan
The team at Olleh Wealth has completely transformed how I approach my super investments. Their expert guidance and personalized strategies have put me on the path to greater growth and security. Outstanding service and highly recommended!
WS
Waseem Shameem
Big shoutout to Alen and the team at Olleh Wealth! They’ve made financial planning feel easy and stress-free. Alen, took the time to understand my goals and explain everything in a way that actually made sense. No jargon, no pressure—just solid advice that’s already made a difference. Highly recommend if you’re looking for someone who genuinely cares about helping you get ahead!
HM
Harrison Mincher
The team are professional, responsive, and made the whole process simple to understand
AM
Alice Marshall
The Olleh Wealth team were amazing to deal with. I highly recommend them to anyone needing financial guidance!!
B
Brock
The team at Olleh provide amazing service and financial guidance. In particular I had a wonderful experience with Tarek, he was extremely professional and willing to go the extra mile to help look after my super. I will definitely be returning to them in the future.
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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