Finance to build your future

WELCOME TO WEALTHFOLIO

Wealthfolio is a boutique finance company dedicated to helping our clients reach their finance and lifestyle goals.

With a reputation for being experienced, reliable, methodical and honest, we set out to connect with our clients and help them build their financial future.

Wealthfolio: Finance to Build Your Future

 

At Wealthfolio, we believe that our relationship with you continues long after the ink is dry on your mortgage application. Managing your personal finances is a lifelong process, and we are here to act as trusted advisors for all of your financial needs. No one knows what your future holds but you can take steps to ensure your financial security: Wealthfolio is the wise choice in personal finance.

 

We make your dreams of home-ownership a reality

 

We are in the business of making your dreams of home ownership come true. Wealthfolio are experts in mortgage broking, with years of experience matching clients with the right home loan from over thirty lending institutions. We take a comprehensive look at your financial position and lifestyle goals to secure the best possible loan product and structure for you.

 

But we are more than just mortgage brokers

 

We do more than mortgages. Whether you want to invest in shares, buy an investment property, arrange a business loan or better manage your household budget, Wealthfolio is a boutique financial services provider that will work closely with you to ensure you achieve your financial and personal goals. Take a look at our comprehensive list of services, and see for yourself.

 

We know finance but we never treat our clients like numbers

 

We know what motivates our clients and we deliver results: financial security, wealth generation, peace of mind and the pursuit of happiness. Our goal is to create lasting and meaningful relationships with our clients and work with their evolving financial needs over time; taking pride in the unmatched level of personal service we deliver. You are never just a number at Wealthfolio

 

 

FOUR REASONS TO BUILD YOUR FUTURE WITH WEALTHFOLIO

1. Personal Service

Our level of personal service is what sets us apart. Wealthfolio is a boutique finance company that delivers the same comprehensive range of services as larger businesses but with a meticulous attention to detail, depth of experience and one-to-one customer service that is unmatched within the industry

2. Expert Advice

Our level of personal service is what sets us apart. Wealthfolio is a boutique finance company that delivers the same comprehensive range of services as larger businesses but with a meticulous attention to detail, depth of experience and one-to0one customer service that is unmatched within the industry

3. Save time and Stress

Managing your finances and making big life decisions that affect your short and long term future can be complicated and confusing. We are here to make all of that choice less overwhelming for you, and we will work in partnership to clearly explain your options and come up with a comprehensive plan to ensure you reach your goals

4. Peace of Mind

We take pride in our role as trusted mentors and financial advisors to our clients across the country. We are a national company that services people in locations all around Australia, and are so highly regarded that our business thrives on word of mouth and referrals alone. Call us to discuss the ways Wealthfolio can help build your future success.

WHAT OUR CLIENTS SAY

"Over the years we've relied on Emma's professionalism, industry knowledge and tenacity to research and resource the appropriate financial institution and package that best suited our personal needs. It is without doubt that we recommend Emma, she has never failed to deliver to our expectations" 

Greg and Nickie O'Sullivan. Camp Hill Brisbane (clients since 2007)

"Emma and Barb went above and beyond to help my husband and I obtain the best suited finance for our first investment property. Emma met with us after hoirs to make sure we understood the paperwork and always kept us in the loop with the progress. We have already recommended their team to all of our friends and will continue to sing their praise! Professional, approachable and efficient!

Sammii and Matt Stjernqvist

"We had the good fortune of meeting Emma Cattermole in 2006 and have ever since considered her one of the 'best assets' we have found in our business life and as a consequence has become a valued friend. After engaging the services of a number of merely adequate brokers in the past we are always delighted with the dedicated, personal and engaged approach Emma has in contrast !

Leeanne and David Hall

"Emma has been looking after us since 2011, assisting us with various property transactions and financial matters, including most recently obtaining construction finance to transform our character zoned home into a larger abode for our growing family.

Emma's knowledge of the finance industry is first class, and we have benefitted greatly from her professionalism and singular dedication to achieving great results for her clients. 

Catherine Scott (Solicitor) and Angus Scott (Barrister)

Our Approach

Passionate, reliable, methodical and experienced

We Believe

There isn't a one-size-fits-all formula for financial success.

We believe our clients' needs are unique and should be measured against an individual set of objectives. Our clients range from first home buyers to established investors with years of experience. We listen, we think, we share and we partner with our cients to create a plan that aligns with their financial requirements

We Listen

We seek to build long-term relationships with our clients, and all of our meetings begin with lots of listening.

Understanding where you are now and where you want to be financially is the key to moving forward together. We help you embrace all of your desires for your financial future, and strive to make the process educational and rewarding.

We Share

We share advice, ensuring you understand all the options and opportunities available to you. With open and honest discussion we create solutions that are dynamic and unique to your needs. Our plans can encompass complex investment strategies involving your accountant and financial planner, or small changes for managing budgets or mortgages. Our solutions add genuine value.

We Think

No big decision should be made straight away; our first step is always to comprehensively analyse your requirements with the aim of constructing a solid plan of moving forward. Out knowledge and expertise in structuring your finances enables us to ensure you are optimally set up for both short term and long term success - this is our number one priority.

We Partner

We understand that life is ever-changing and that our clients' needs are not set in stone. Our ongoing relationship is collaborative and responsive, adapting to each clients' distinct and evolving needs over time. We become their 'go to' financial partner for any questions, advice or help, and we take pride in developing long-term relationships that deliver wealth, success and security.

 

MULTI-AWARD WINNING

MORTGAGE BROKER 

 Emma Cattermole has been consistently awarded as one of the top brokers by the Professional Lenders Association Network since 2007.  

 

Wealthfolio is a fully accredited member of the following organisations:

  • Professional Lenders Association Network

  • Mortgage and Finance Association of Australia

  • Credit and Investments Ombudsman (CIO)

  • Authorised Corporate Credit Representative (ASIC CCR 473811) of BLSSA Pty Ltd (Australian Credit Licence 391237)

 

 CONTACT US

OUR CONTACT DETAILS

T 1300 367 680

0450533990 - Emma

0416243323 - Keith

A 19/10 Eagle Street, Brisbane 4000

A Level 3, 45 Brisbane Rd, Mooloolaba 4557, QLD 

PO Box 5733, Maroochydore BC 4558

www.wealthfolio.com.au

hello@wealthfolio.com.au

OUR PRIVACY POLICY

EMAIL US HERE

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Wealthfolio Pty Ltd 2018