Wealth Management Matters Pty Ltd
- 62 Woodlark Street, Lismore 2480, NSW
- https://www.wealthmanagementmatters.com.au
-
General Manager & DirectorJames McCowan
Who We Are
Wealth Management Matters & WMM Portfolio Services (Pty Ltd) was founded in 2016 by a passionate group of Chartered Accountants who were frustrated by the failure of large institutions to deliver solutions that were client focused.
Wealth Management Matters offers their partner firms a collaborative and professional partnership in which they are privileged to be part of their clients’ journey; and are provided with the tools to effectively direct and lead their clients towards their desired outcomes
Wealth Management Matters is all about supporting likeminded integrated wealth management businesses, and our goal is to ensure our partner firms have all the tools and support they need to focus on helping clients achieve their financial goals and objectives.
We are passionate about supporting our partner firms to not only do the best job possible for their clients, but also to build and maintain a sustainable business.
Wealth Management Matters partner firms are committed to the success of the group as a whole and are freely able to share and collaborate for the mutual benefit of all
| Phone 0414 443 236 |