3 Best Financial Services in Wollongong

Here’s The Deal:
Feel So Good Wealth Management is a remarkable financial planning firm renowned for its expertise in advising clients on lifestyle, goal setting, and effective money management. Dylan Martin leads the team, an experienced financial advisor specializing in assisting individuals in their 30s, 40s, and families to gain clarity and understanding of their financial situations. Their primary objective is to give clients confidence and security in their long-term financial plans. They go beyond conventional financial advising by empowering clients with the knowledge to make informed and intelligent money choices, ultimately enabling them to create the lifestyle they've always desired. Acting as financial educators and money mentors, Feel So Good Wealth Management is dedicated to simplifying complex financial concepts and positively and significantly impacting their clients' lives. They will extend an offer to become your client and provide financial advice only if they genuinely believe they can dramatically enhance your financial well-being and contribute substantial value to your financial journey. This commitment reflects their steadfast personal and professional philosophy. They view the cost of their professional services as an investment in shaping your future.

UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Free 6 Step Guide.
• Provides Access Via Sms, Email, Video, Phone Or In Person.

Here’s The Deal:
Enigma Financial Planning delivers practical, transparent, cost-effective financial planning services in Wollongong. As your trusted financial adviser, the highly qualified and knowledgeable team, led by financial planner and mortgage consultant Walter Fleitmann, is dedicated to meeting all your financial planning needs. Walter's career in financial services began as a tax accountant, where he spent eight years focusing on individuals and small businesses. From cash flow and debt management to comprehensive assistance with investments, insurance, and superannuation advice, the Enigma Team is well-equipped to support you. Proudly located in Wollongong, they are committed to helping Illawarra locals assist others in the region in achieving their financial and lifestyle goals. Enigma Financial Planning collaborates with specialized external consultants to complement their business. Emphasizing its roots in Wollongong and its commitment to the Illawarra community, Enigma Financial Planning provides the information and support necessary for informed financial decision-making today and in the future. Recognizing the diverse needs of their clients, they offer a range of services to address all aspects of financial planning comprehensively.

UNIQUE FACTS:
• Free Online Consultation.
• Cost Effective Solutions.
• Personalised Approach.
• Range Of Services.
• Self-licensed.
• Long Term Relationship.
• Strong Communication.

Here’s The Deal:
Illawarra Financial Planning is a prominent financial services provider in Wollongong, led by William Bracey, the Senior Financial Planner and Principal. They specialize in providing practical guidance and education, leveraging their expertise in investment planning to tailor strategies for individuals investing $500,000 or more. Their mission is centered around empowering clients to plan for and achieve their goals, ensuring that the advice they offer withstands the test of time. With a vision to continually grow and safeguard their clients' assets, Illawarra Financial Planning is committed to helping clients realize their dreams and life goals. They aspire to become a trusted source of knowledge and leadership for clients, their staff, and the broader community. The professional experience and practical coaching offered by Illawarra Financial Planning effectively address clients' needs, fostering long-term partnerships that instil the confidence and security necessary for achieving desired outcomes. Working alongside their experienced team ensures clients benefit from a wealth of knowledge and years of practical experience in investment and retirement planning.

UNIQUE FACTS:
• Initial Meeting Available.
• Holistic Financial Advice.
• Ongoing Investment Advice And Plan.