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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Wealth Built Right

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Australia
Geelong, VIC
Wealth Built Right

A personal, tailor-made, proven, safe approach from a team that has seen that approach work, and for which you pay a sensible, clear cut fee!

Distinct from financial planners of today, we think of ourselves as financial architects—helping you build wealth from a solid foundation designed to weather storms, keep you comfortable and provide a stable, worry-free financial future. Bringing back balance that looks good in a bank account and feels great in life.

23/12/2024

How time flies! It only seems like yesterday that we were wishing you the compliments of the season one year ago.
We hope 2024 has been a successful year in which you created new experiences and memories with family and friends.
Once again, we wish you and yours a very merry Christmas and a happy, healthy and prosperous year ahead.

Best wishes from the team at Wealth Built Right

29/11/2024

What a fantastic event to mark a new chapter for Wealth Built Right!

We were lucky enough to host our clients (and friends) at the beautiful Geelong Gallery , where we got the chance to introduce our new CEO Jeff John to our network
along with a few new faces to the team.

A highlight from the night was hearing from our long-term client Lenny Jenner, who
provided an amusing speech about his dealings with outgoing CEO Terry Powell over the years. Terry enjoyed welcoming our new advisers and shared some insightful stories from working with his clients over the years.

Overall, it was a terrific evening for all meeting new faces on the team, reminiscing
with Terry and taking some time out to view the latest additions to the gallery.

26/09/2024

Terry Powell is pleased to advise that Wealth Built Right has merged with several colleagues from Shartru Wealth Management.

Jeff John has been appointed CEO and will also provide financial advice. Jeff began life as a Lawyer, moved into logistics with major corporations before becoming a financial advisor over 10 years ago. Jeff's people skills are complemented by a strong strategic focus which ensures our clients receive exemplary advice.

Neil Stafford has joined our team and has recently attended a national advisory council on the future of retirement income policies being one of only a few invitees. Neil's knowledge on superannuation and taxation is well sought after and he brings significant expertise to Wealth Built Right.

Rob Coyte will service our interstate clients. Rob has been in the industry for 20 plus years and has built a national advice business in addition to having significant investment expertise. Rob is the chairman of Wealth Built Right's Board.

Laurie Lopez will operate as our Practice Manager and will be our first contact point.

In addition to our new team members expertise, we also have access to resources involving Aged Care and International Superannuation.

After 30 years in the industry, Terry Powell will step down from advice. He will remain as a Director and will be active on the Wealth Built Right Board. Terry will continue to be involved supporting the new team.

This is an exciting new chapter to the future of Wealth Built Right!

03/05/2023

This morning we had the pleasure of attending a charity breakfast in support of Cottage by the Sea, hosted by Ambassador, Ian Cover.

Wealth Built Right clients Don & Judy Blackmore, Peter & Alison Searle, Mark Donato & Kate Morrissy, Lucy Cuddihy, Geoffrey & Morag Mann and Ann Hague joined us for an enjoyable morning.

We had the pleasure of hearing from the witty and inspiring guest speaker Dr Paul Taylor (a former British Royal Navy Aircrew Officer, Neuroscientist, Exercise Physiologist and Nutritionist, PhD Scholar and all-round ‘Pracademic’) who gave us tips on “Tackling the Winter Blues.”. We also heard from The Unbreakable Farmer – Warren Davies (Ambassador) and Rebecca Maddern (Patron).

Prizes were raffled off to raise funds for Cottage by the Sea, and we are pleased to say that Don and Judy Blackmore were winners of the ‘Cottage by the Sea morning tea’. Well done Don and Judy!

We would like to thank everyone for joining us to support such a great cause.

21/12/2022

Christmas seems to have snuck up on us very quickly this year. However, It has been terrific that our world returned to some form of normality in 2022 even though not too many people I know escaped catching the dreaded Covid.

The decade long party of low inflation and low interest rates came to a resounding halt and most markets underperformed over the past year. From what I can see people are still spending despite rising interest rates and what we read in the press.

But then again, misery loves a friend and consequently I don’t take too much notice of what the mainstream press has to say on a day-to-day basis. Most of it is irrelevant noise.

The world has a funny way of muddling its way along and building diversified portfolios of quality assets on an ongoing basis is the key to wealth creation and a means of reducing the inevitable volatility that seems to be more prevalent than ever.

We find the start of a new year is a wonderful time to set new goals and aspirations then make them a reality. As always, we will continue to support you to set new goals, give you the confidence to act and make decisions that will increase the certainty of achieving what’s most important to you.

We trust you have a very enjoyable Christmas with family and friends and look forward to working with you in 2023 and sharing in your adventures.
Best wishes
Terry, Natalia and Nicole 🎄🎇

28/11/2022

Natalia attended the Financial Planning Association of Australia Professionals Congress 2022 last week in Sydney, after being a beneficiary of a scholarship offered by the FPA - which is a terrific achievement.

The FPA Professionals Congress provided the opportunity for like-minded professionals to share ideas and stories, and to take advantage of the many workshops and keynote sessions that help inform and inspire those working in the Financial Planning field.
Natalia made many new professional connections and has taken away new learnings that will support her future Financial Planning career.

Natalia’s key ‘take away’ points from the 2 days were:
1. The industry is fast changing with new technology becoming available and legislative changes and we need to be able to embrace this.
2. In order to be the best we can for our clients and for others, we must first be able to know ourselves and the behaviors and biases that we have towards our finances.
3. The population is living longer, and the real implications for this we are only starting to learn. Wealth and health are being tied together because, over a long life, those two really are key.

28/10/2022

Terry had the pleasure to be invited by Andy Augustine from to the Werribee Race Club for a breakfast on Thursday morning to watch some of the imported horses going through their paces in preparation for the time honoured Melbourne Cup on the first Tuesday in November.

Terry was particularly impressed with the gallop of Deauville Legend who ran well over a lap and a half and looks very fit! (General Advice Only). 🐎🐎

20/10/2022

A big congratulations to Natalia who this week graduated with a Bachelor of Commerce with Distinction (Majoring in Accounting) and a Bachelor of Laws Degree. 👩‍🎓
Natalia managed all of this while working part time and training for triathlons and marathons! What an outstanding effort. 😉

Natalia is now on a new journey studying a Graduate Diploma of Financial Planning!

Join us in congratulating Natalia on a super effort.

04/10/2022

'Inspiration' and 'Fulfilment' are two of Wealth Built Right’s values, and Natalia’s amazing effort in completing her first Marathon on Sunday 2nd October encompasses both these values in spades.

Natalia set out to achieve a sub 4hr goal and she succeeded with a 3hr 58m (nonstop!) run. Well done Natalia! We are very proud of Natalia’s commitment to ‘setting a goal, striving for success and never giving up.' Please join us in congratulating her 🏃‍♀️👏🏅

At Wealth Built Right we collaborate intimately with our clients to inspire them to set new goals and help them become a reality. We enjoy nothing more than hearing of the experiences of our clients (and those who follow us) who have achieved a major goal they have desired for many years.

We welcome you to share the goals you have made or achieved (no matter how big or small)! 🤩

“If you set goals and go after them with all the determination you can muster, your gifts will take you places that will amaze you.” —Les Brown 🧡

01/10/2022

Happy International Coffee Day! ☕️

“I never laugh until I’ve had my coffee.”—Clark Gable

26/09/2022

Team Wealth Built Right had the great privilege of attending the Shartru Wealth 2022 National Conference in Cairns from the 19th-20th September.

The 2-day conference was filled with experienced speakers on topics such as strategies to best support SMSF clients, best practice in giving Risk Advice, Estate Planning, Investment Bonds and ‘The Shartru way moving forward’.

Terry and Natalia had the opportunity to collaborate and network with other Financial Planners and specialists. We also got to enjoy the company of talented (and humorous) Steven Bradbury as the keynote speaker. Steven shared his wisdom on the importance of goal setting, striving for success and ‘never giving up’.

Overall, both Terry and Natalia took away new learnings, new professional relationships, and the appreciation of working with Shartru Wealth; a professional and supportive dealer group who empower Wealth Built Right to focus more on what we do best…… giving quality advice and a great experience for our clients.

24/05/2022

Our newly displayed values in our office. How great do they look! 😍
A big shout out to our friends at Custom Neon 👏
Also a big thank-you to Tyler Powell from TYPO Constructions for the installation 👏

Address

Suite 6, 1 Rutland Street
Geelong, VIC
3220

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

http://www.wealthbuiltright.com.au/

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