Your Prosperity,
Our Priority.

Expert financial advisors with 30+ years experience

Our Specialties

What do we specialise in?

At True Wealth, we provide comprehensive financial planning tailored to your needs. Our services include optimizing your superannuation setup, offering Self-Managed Superannuation Funds for retirement control, and ensuring robust insurance protection for your loved ones and income.

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AS FEATURED IN

Forking out future wealth

True Wealth Investment’s digital approach to superannuation and insurance allows workers in remote regions to restructure their investment portfolios without leaving site.
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OUR PROCESS

What people are saying

Janis Angelo
Janis Angelo
★★★★★
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Great service, by a great team!! Answered all my questions & helped me navigate my Super A special shout out to Jeremy who went above & beyond to assist Give them a call, you wont be dissapointed 🙂🙂🙂
Anthony Peters
Anthony Peters
★★★★★
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Very professional and really know the super and investment market they don’t just talk to you once to get your money but always check to ensure I am happy with their service would recommend them to anyone looking for a better super investment solutions.
Aaron Jack
Aaron Jack
★★★★★
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Helped consolidate my super into the one place after years of being unorganised, great value and assistance!
Renee Weatherall
Renee Weatherall
★★★★★
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Called when they said they would and certainly seemed like they cared about my future super
Vanessa Novido
Vanessa Novido
★★★★★
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Talking to superannuation companies can be a nightmare to deal with but with True Wealth Wow so professional and will do anything to help you I would recommend True Wealth to anyone
John Logan
John Logan
★★★★★
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Taylor from true wealth was exceptional to deal with. A high level of professionalism and integrity. I can not speak highly enough for taking care of my super to ensure my family is taken care of. Effective communication was a high level and showed he cared.
Rhian khan
Rhian khan
★★★★★
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Knew all my details and really interested in making sure I get everything possible out of my super
Brad Bennett
Brad Bennett
★★★★★
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Great service as always
Min jemal
Min jemal
★★★★★
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My experience with Yeral has always been seamless and a positive encounter… He has a very caring, calming voice that always takes the stress and anxiety away each time I have spoken to him. He is always attentive and explains everything to me in a clear concise manner which is easy to understand. He is very committed to his role and always follows through and responds promptly with any additional information I have requested. You are such a lovely young gentleman, and any parent would be sooo proud of your beautiful, nature and demeanor, I am so happy and grateful you are my contact person for all things superannuation related 🙂 Keep up your AMAZING work and I am sooo PROUD of you, well done. Best regards, Minever JEMAL xx
Brandon Metzer
Brandon Metzer
★★★★★
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Just a big shout out Mitch for his excellent service Many thanks Mitch
Tracey Moerkerken
Tracey Moerkerken
★★★★★
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Jeremy has been very helpful and has great communication skills.
Peter John Roberts
Peter John Roberts
★★★★★
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everything I asked for was completed quickly and with ease. thankyou for such an easy transition in my super
Barry Vale
Barry Vale
★★★★★
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Very professional service from staff who make you feel welcome .
daryl evans
daryl evans
★★★★★
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Excellent communication and Amazing problem solving. Great people to work with.
Sirena May
Sirena May
★★★★★
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5 stars very helpful and informative.
Steve Finger
Steve Finger
★★★★★
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True Wealth has always helped me out with any questions that I may have as well as simplifying things in away I can understand. I would recommend True Wealth to anyone.
Noel Townsend
Noel Townsend
★★★★★
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Mitch is always very courteous and polite. He does his job efficiently, I am very impressed with his punctuality and is always on time. Always a pleasure, keep up the good work Mitch Thanks Cheers Noel T
Jonathan Griffiths
Jonathan Griffiths
★★★★★
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Working with Ash at TrueWealth has helped me and my family to build a better future. Setting up our self managed super fund and investing it into property has been a new ball game for us. With his guidance and professionalism we are moving forward to being financially set up for our future and our retirement. Thanks Ash for being you Jono & Amanda 👍
Christine Healy
Christine Healy
★★★★★
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Ash has been amazing. So helpful, professional and also friendly in his guidance. He made the process easy and stress free.
Shimon Pelayo (Mon)
Shimon Pelayo (Mon)
★★★★★
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Great team of people. For some one with basicly zero knowledge these mob have really helped me to understand
Matt Butler
Matt Butler
★★★★★
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Ash has easily made sense of the myriad of financial products. His easy going and affable approach makes the process seamless.
Carol Mcleod
Carol Mcleod
★★★★★
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Absolutely brilliant service by Mitch could not ask for a better person to look after my Superannuation. Nothing is to much trouble for him to do when asked
Steve Luczo
Steve Luczo
★★★★★
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Mitch has been fantastic to deal with and also very accommodating. Highly recommend.
Jason Piddington
Jason Piddington
★★★★★
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I find True Wealth clear & friendly.
TIMOTHY CHAPMAN
TIMOTHY CHAPMAN
★★★★★
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Always great service
Ralph Dunn
Ralph Dunn
★★★★★
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I believe that the service you provide is the best service l have ever experienced
MrSkicraze
MrSkicraze
★★★★★
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True wealth have been very helpful and taken the confusion out of complex situations Thank you Mitch for all your assistance I more than recommend them Once again thank you
Renee Weatherall
Renee Weatherall
★★★★★
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Called when they said they would and certainly seemed like they cared about my future super
Donna L.
Donna L.
★★★★★
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The best customer serviceAny questions or worries about my super is sorted immediately
Patricia O Connor
Patricia O Connor
★★★★★
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excellentMitch was very helpful and explained every detail that was needed and also gave me advice on transitioning to retirement as how to manage my Super Fund for next year

OUR STRATEGY

PLAN

Wherever you are in the process of building wealth, you need a plan. That's why we design personalised blueprints for wealth. From budgeting to estate planning, we'll design the right plan for you.

BUILD

Building wealth begins with a foundation of smart budgeting. As your cash flow grows, we'll make strategic investment decisions that position you for the retirement you deserve

PROTECT

We'll help you safeguard what you've earned. That means we'll reduce your risk with the right insurance coverage and make sure you never overpay taxes.