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FINANCE & WEALTH
MANAGEMENT |
Wealth 500 stands out in an
industry cluttered with conflicts of interest
and is an alternative to the vast majority of
financial advisors in Australia today as we:
Offer an initial consultation to review your
current financial situation at our expense
Have no affiliation to any financial product
providers and do not offer our own investment
products this lack of any potential conflicts
of interest is considered fundamental to our
investment philosophy and to the delivery of
the optimum outcome for our clients.
Offer investment advice on a fee for service
basis. Remuneration for other services, such
as arranging insurance cover is fully disclosed
and explained in advance
Provide a tailored and personalised service
to meet our client's needs
Adopt a consultative and educational approach
that includes a monthly email newsletter
We Specialise In:
Personal Risk Insurance
Life Insurance
Total and permanent disability cover
Income Protection
Trauma Insurance
Key Person Insurance
Business Expenses Insurance
Wealth Creation & Accumulation Strategies
SMSF & Superannuation Advice
Investment Advice
Cash Flow Monitoring
Business Succession Planning
Retirement Planning
Portfolio Monitoring & Administration Services
Estate Planning
We acknowledge that each and every one of our
clients has individual and specific requirements.
Some of our clients are already financially
successful and simply wish to protect and preserve
what they have. Others are seeking to grow their
wealth. As a result, each client receives a
tailored and unique service designed to ensure
that his or her expectations are met and exceeded.
We can provide a total financial solution,
or alternatively, advice can be limited to a
particular service or situation.
To set up a complimentary appointment to discuss
your individual needs please contact:
Danielle Bloodworth
Senior Financial Advisor
PROFESSIONAL PROFILE
Click here to view
Mobile: 0402 244 309
Phone: (03) 9226 0835
danielle@portfoliomanagers.com.au
Wealth 500 Pty Ltd is a corporate authorised
representative (No. 381118) of Portfolio Managers
P/L (AFSL 232459)
Contact Wealth 500 by filling in your
details below
How long until you're a millionaire?
Enter your starting balance, your ending balance,
monthly contribution and interest rate. I will
find out how long it will take until you reach
that goal (default = $1,000,000). Of course
that million won't be worth very much way, way
in the future. Put in an inflation factor and
we will show you what it's worth then.
