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Recommended Reviews - Wotherspoon Wealth
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11 years ago
Took up a friends advise to give these guys a call about our financial planning & general life insurances recently and was extremely impressed. Very helpful, knowledgeable and passionate about our individual circumstances. Would definitely recommend to others read more
9 years ago
We needed help with financial advice, and recommendations for a good accountant, due to sudden changes in circumstances. Wotherspoon Wealth was extremely helpful, impartial, and offered choices in accountants that they knew of, according to the type of service we needed. It's very unusual to find a truly independent financial planner/advisor, who hasn't a pre-arranged kickback plan with certain companies and products. I was extremely impressed with their knowledge, behaviour and helpfulness. I can't say enough. We'll be back for solid financial planning as soon as the current issues are settled. I must stress how truly helpful they were, and how 'at ease' I felt. Well educated, professional service with no ulterior motives due to interest conflicts. A wonderful, wonderful company - I wish to laud them from the hilltops - everyone who is considering a financial planner should consider Wotherspoon Wealth. read more
11 years ago
I was looking for some assistance with my financial planning affairs but never felt comfortable as most organizations I dealt with were simply looking for a bolt on solution to MY unique situation. Following a friends recommendation I got in touch with the guys at WW and together we laid the foundations for a program that makes me feel comfortable that I'm adequately covered if something goes wrong (fingers crossed but I'd prefer to be covered) & my financial affairs are being looked after. Highly recommend to anyone seeking financial planning assistance read more
More info about Wotherspoon Wealth
592 Portrush Rd
Glen Osmond South Australia 5064
Australia
Burnside
Directions
(08) 7120 9300
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Visit Website
http://www.WotherspoonWealth.com.au
From the Business
Specialties
Wotherspoon Wealth is Adelaide's first truly independent investment advice firm. We're a family business that offers highly personalised, impartial financial planning and wealth management advice. We are pleased to be different. We remain independent. We are Wotherspoon Wealth. Services include: Independent Investment Advice / Self Managed Super (SMSF) / Retirement Planning / Commission Free Insurance / Mortgage Broking.
Meet the Business Owner: Simon W.
Simon is an experienced, trusted advisor with contagious passion and energy who adds business experience, innovative flair and development ideas to the blend.
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