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Ready to Transform Your Finances

Accountants, Business Advisors, Financial Advisors & Mortgage Brokers from Melbourne to the Gold Coast. WE. are on a mission to be the go-to-group for high achieving individuals and businesses needing advice on anything from tax returns to financial planning or lending advice. Work with partners who truly get a kick out of your success. We’ve got your back no matter what the goal or the industry. So are you ready to transform your financial life.

Transform your Financial Life Today

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Welcome to The WE. Group of companies – your award-winning & top rated  financial advisors in the Gold Coast

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WE. help you create a life of security and fulfilment both now and into the future.

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Financial Planners  |  Wealth Advisers  |  Business Advisers | Mortgage Advisers| Accountants

We’re perfect if you want to…

Pay off your mortgage and be 100% debt free

So you can save money for you and your children or invest more for your own future lifestyle!

Minimize the amount of tax you pay

So more of our hard-earned cash ends up in your pocket and can be spent on things you actually enjoy!

Retire early and in complete comfort

So you don't have to work yourself to the bone to provide for retirement!

Never have to stress about money again

So you can go to bed at night without worrying about bank balances or bills!

WE. clients have freedom of choice, and enjoy a sense of security, confident that they can live the life they have always dreamed of, because they've planned for it! With potential risk taken into consideration.   

 

If that sounds good to you too, then talk with us today. We’ll show you how.

What can a WE. Advisor help you with?

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WE. aren't a transactional business (and your advisers shouldn’t be either).

WE. Advisors help clients by providing a comprehensive range of services, including:

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Cashflow Coaching  |  Retirement Planning  |  Capital Preservation  |  Debt Management  

​When there’s an uncertain future ahead, being prepared means you can be ready for anything. We’ll show you how to turn what you have now into a healthy, prosperous future.

Financial Planning

Investment Advice

Tailored Strategies  |  Risk Profiling  |  Investment Goals

Is it time to make changes or sit tight? The right choices of vehicle, diversity and exposure can greatly improve your outcome over time.

Insurance

Income Protection  |  Life Insurance |  Critical Illness Insurance |  Total & Permanent Disability Insurance

A good financial strategy doesn’t stand alone. To protect your finances from the inevitable curveballs life tends to throw, it’s critical to have the back-up and peace of mind of an effective insurance plan, with insurance cover you can rely on.

Find Out More

Accouting

Budgeting  |  Tax Compliance |  Tax Accounting |  Tax Planning & Strategy | Virtual CFO | Tax Rescue

Helping you manage tax, understand your business numbers, get you with the right tech, you need us to help you manage your business better. Talk with us today.

Self Managed Super Advice

SMSF Administration  |  SMSF Compliance | SMSF Accounting |  SMSF Planning & Strategy | SMSF Lending | Compliance Rescue

Helping you manage SMSF understand your obligations, strategy execution, the right tech, you need us to help you manage your SMSF. Talk with us today.

Wholesale Investment Advice

Investment Strategy  |  Manage Legacy | Structuring & Tax | Philanpropy & Social Capital

Characteristically, our clients come to us financially independent. Our role is to deliver them financial peace of mind and security.

Lending

Mortgage Broking  |  Personal Loans  |  Small Business Loans  |  Asset Financing

With rising rates, there’s every chance you could get a better loan deal. Find out the latest competitive rates and enjoy a seamless application process – all handled for you by our in-house finance broker.

Relocation & Expatriate Advice

Relocation Planning  |  Tax Financial Advice  |  Super advice  

Seeking professional expatriate advice for strategic relocation planning ensures you understand all the rules and regulations that may impact your earnings – and how to manage them for sustainable financial security.

Managing Divorce

Resolve Financial Issues  |  Manage Budget  |  Control Debt  |  Plan for Future

Understand what decisions to make in your settlement and feel financially secure

Estate Planning

Minimize Tax |  Protect your assets  |  Blend family issues  | Ownership structure

​Estate planning is all about putting the right structures in place to make sure your assets are distributed the way you want and in an effective way.

No matter where you are on your wealth journey or what you’ve faced recently, our qualified financial experts can help you create a strategic path that sees your goals in life become our targets to achieve.

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If you can dream it, we’ll show you how to make it happen.

Image by Casey Olsen

"Our approach is COLLABORATIVE, offering a one-stop shop for all your financial NEEDS. We employ a technically qualified team of professionals, who work together in creating a unique, and tailored solution for all of our clients."

 

—  Andre Dirckze - Founder WE Founder

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CONTACT US

2/117 Hyde Street, Footscray, VIC 3011

Building 1 Suite A1 Level 3, 209 Robina Town Centre Drive, ROBINA, QLD 4226

1300 459 101

HOW CAN WE. HELP?

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