Wealthfarm

About

Based on the Gold Coast, Wealthfarm is a leader in the financial services industry and offers a holistic financial advice experience for individuals, small business or medium to large enterprises.

Wealthfarm differentiates itself from other businesses in the industry by being a one-stop financial services shop, with a key focus on live and accurate data. As part of this, Wealthfarm provides services including financial planning, accounting (including SMSF advice), book-keeping, tax planning, property buyers agents financial brokerage, superannuation, personal insurance, estate planning and Payroll & HR.

With the focus on ensuring live and accurate data, Wealthfarm uses technology such as Xero, the leading online Cloud Accounting Software, which is specifically designed for small businesses. Wealthfarm also has it’s own online filing system called the Wealthfarm Client Vault which allows you to have all of your key financial and personal records stored and maintained in one place, accessible 24 hours a day from any device or location.