Essential Information for Independent Retirees Looking to Understand How To....
Safeguard Your Capital, Grow Your Income, and Elevate Your Lifestyle—All Without Dipping Into Your Principal.
Spend Confidently While Your Wealth Continues to Grow.
Which of These Obstacles Could Be Undermining Your Retirement Plans
Like many independent retirees, are you feeling frustrated by the time and energy it takes to stay on top of ever-changing rules, regulations, and paperwork—wishing there were a simpler way to get the facts you need to protect and grow your wealth?
​
Do you find yourself sympathizing with younger generations struggling to buy their first home, while quietly worrying that low interest rates are steadily eroding your own hard-earned savings and income?
​
Are you concerned about the increasing volatility and unpredictability of financial markets, and wish you had a trusted, experienced adviser who truly puts your needs first?
​
Wouldn’t it be reassuring to have a simple way to check whether your investments are delivering the best possible returns—so you can maintain, or even enhance, your lifestyle and have more to support (and spoil) your family?
​
And if there were proven strategies that allowed you to spend more and grow your wealth at the same time—wouldn’t you want to know about them?
We meet with you for a discovery consultation to define and articulate your ideal future and the key financial steps we need to take to get there.
How We Empower You to Preserve Capital, Maximise Income, and Enjoy a Richer Retirement
Over the past 15 years, the team at Wealth Effect Group has helped hundreds of independent retirees grow, protect, and better manage their savings, wealth, and cash flow.
​
Unlike many financial advisers who focus heavily on market-based strategies—often influenced by ties to large financial institutions—we take a more holistic, client-first approach. Our goal is to help you maximise your investments and create a more exciting, sustainable passive income in retirement.
Our process is straightforward and begins with a Free Retirement Strategy Meeting with one of our specialist financial advisers. During this session:
​
-
You’ll gain a clear understanding of where you currently stand financially, and what steps you can take to preserve and grow your wealth—without putting your hard-earned assets at unnecessary risk.
-
You’ll clarify what you want the rest of your retirement to look like, and develop a practical plan to increase your income—regardless of what happens with interest rates or market conditions.
-
You’ll discover simpler ways to stay on top of complex and ever-changing regulations, and how to shield your capital and income from shifting government policies.
-
You’ll explore strategies to optimise your investments so you can enjoy spending more—while still growing your wealth.
Many participants walk away from this session with a sense of relief—realising that while some changes may be needed, there is a realistic path to protecting their wealth, boosting their income, and enjoying a richer lifestyle without eating into their capital.
Simply going through this process helps many self-funded retirees feel more confident, in control, and optimistic about their financial future.
"Our financial goals are progressing well!
We knew from the start that having a clear, goal-focused strategy was essential. Without taking the time to define our objectives, we likely would have continued with reactive, ad hoc investing based on market movements. Instead, we now have a specific, structured plan—and once everything is in place, it really becomes a “set and forget” process."
​
"We wholeheartedly recommend Andre Dirckze and his team.
Andre has expertly guided us through the transition from our working lives into a comfortable retirement.
Over more than a decade as clients, we’ve consistently experienced a high level of professionalism, optimism, and support from Rob and his team. Their dedication and thoughtful approach have made a meaningful difference in our financial journey."
"I always feel reassured after meeting with you.
I've had the pleasure of working with Andre and his team for over 12 years, and their down-to-earth, strategic advice has consistently been insightful and incredibly valuable.
They continue to raise the bar year after year. I give them my highest recommendation — they are truly outstanding!
Would you like a version tailored for a specific platform, like LinkedIn or a testimonial for a website?
How Well Do These Strategies Work?
Here is a small sample of what investors say about how Wealth Effect Group has helped them boost their super, make up financial ground, and secure a more exciting retirement…
About Andre Dirckze – Founder & CEO, Wealth Effect Group
​
Andre Dirckze is a nationally recognised financial strategist and the Founder and CEO of Wealth Effect Group, a leading advisory firm with offices in Melbourne and the Gold Coast, proudly serving clients Australia-wide.
​
With over two decades of experience, Andre specialises in helping high-earning professionals in their 40s, 50s, and 60s take control of their financial future. His advice is tailored, strategic, and designed to help clients build wealth with purpose—whether they’re planning for retirement, managing investments, or navigating complex financial decisions.
​
Andre’s businesses include:
-
WE Private – boutique private wealth advice
-
WE Mortgage Solutions – smart lending strategies
-
WE Love Super – SMSF and retirement planning
Known for his down-to-earth style and deep expertise, Andre offers a refreshingly personal approach to financial advice—no suits, no pressure, and no obligation on your first meeting.
​
About Your Free Wealth Potential Strategy Meeting
Please rest assured, this meeting is not a disguised sales pitch. Our focus will be on delivering the most relevant and valuable insights we can within the time available. No specific financial products or investment recommendations will be presented during the session.​
There is no cost for this meeting; however, please note that the session will be limited to 60 minutes. This timeframe is typically sufficient to gain a clear understanding of your circumstances and provide a range of valuable, tax-effective and retirement-enhancing ideas.​
Your Retirement Strategy Meeting will typically be scheduled within 2 weeks of your enquiry and is usually conducted over the phone or Teams meeting. Following this initial conversation, you’re welcome to continue exploring your options through additional phone or in-person meetings if you wish.
​​
To secure your spot, simply the button below or call our office on 1300 459 101. If you’ve made it this far, don’t wait — the strategies we share can help you make up financial ground, but timing is everything. Too many investors miss out by sitting on the fence for too long.
WE. Better, Smarter, Together
WE. Get it we're a family business too
We understand because we have spent years running our own family business. It's not just about money. It's all about legacy, future generations, and keeping your family name safe.
​
That's why we use our decades of experience working with Australia's most successful family-run businesses to your financial planning. Because the success of your family is just as vital as the success of your business.
You’ve probably got enough on your plate already…So why take on worries that you don’t have to?
2/17 Hyde Street, Seddon VIC 3011
2Building 1 Suite A1 Level 3, 209 Robina Town Centre Drive, ROBINA, QLD 4226
1300 459 101
