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
Welcome to The WE. Group of companies – your award-winning & top rated financial advisors in the Gold Coast
WE. help you create a life of security and fulfilment both now and into the future.
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.
Get your house in Order
Get your house in Order
Getting in your house in order starts with a plan. First, we need to get the foundation right and get a clear understanding of your family budget. We need to get you in the driver’s seat and in control. Like finding out where all your hard-earned money is actually going. Then, we work out a game plan to get you in a position where you can afford to buy that new car or shoot off for that holiday with the family.
Manage family Changes
Manage family Changes
Starting a family. It’s a bridge we all reach at some point in our lives. From a financial perspective, the thought of losing an income and covering those extra expenses can be a tad daunting. Well, we’ve been there – We have a young family of three. We know the challenges. We preach what we practice, you could say.
GETTING A HEAD START ON RETIREMENT
Planning for retirement’s a long game. To ensure you can do everything you want when you call time on your career, it’s a case of getting in early, even if you feel like you’ve left it a bit late. For us, it’s a case of working out the amount of retirement income you’ll need to support those endless trips to the golf course and family dinner parties and, from there, working backwards to find the right strategy.
GETTING A HEAD START ON RETIREMENT
FREE UP CASH TO TREAT YOURSELF
BUY THE DREAM HOME
BUY THE DREAM HOME
There’s good reason why they say buying a home’s one of life’s biggest decisions. Particularly when it comes to finding a place to raise your family. It’s not just about grabbing the best home-loan deal. It’s all about finding the right debt strategy. Get the purchase structure right, and you’ll find you can actually buy more for your money – nicer suburb, more space, you get the picture.
GIVE THE KIDS PROPER HEAD START
GIVE THE KIDS PROPER HEAD START
Private school can be expensive - lets be honest, At WE, having a plan in place to ensure you have enough money to send your kids to the school you want is something we've given a lot of thought about. We tried and tested almost every strategy so we can help you make the choice for you.
PROTECT WHAT YOU'VE BUILT
You never know what’s around the corner. That we know. It’s all about planning for rainy days. Touch wood. Better to have a safety net and not need it, than the other way around. While there are endless policies out there, it’s all about tailoring the right one specific to your unique circumstances. That way, you’re not paying for cover you don’t need. With the benefit of experience, it’s all about knowing what to look for in a product.
PROTECT WHAT YOU'VE BUILT
PAY THE MORTGAGE RIGHT DOWN
The last thing you want is to feel like your mortgage is holding you back, stopping you from focusing on those more important things in life. Structuring your finances and debt are a great place to start, particularly if you’re constantly just making the minimum payments. Here, our focus is on saving you money on your repayments and, ultimately, helping you pay down your mortgage faster, so you can own your home outright sooner rather than later.
PAY THE MORTGAGE RIGHT DOWN
"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
Scottish house - 90 William Street, Melbourne, VIC 3000
Building 1 Suite A1 Level 3, 209 Robina Town Centre Drive, ROBINA, QLD 4226
1300 459 101
