Wealthfolio Financial Services

Wealthfolio Financial Services Wealthfolio is an award winning team that loves to help their clients reach their financial goals. We help clients all over Australia.

At Wealthfolio, we are a passionate and experienced team, who love helping our clients reach their finance and property goals. Our aim is to go above and beyond to find the right solution and give our clients a happy stress-free experience throughout their financial journey. Whether you're a first home buyer, property investor, next home buyer, looking to refinance, buy a car or maybe after busine

ss/ commercial lending and more, we can help reach your goals. Wealthfolio Financial Services Pty Ltd is an Authorised Credit Representative (ASIC CRN 473811) of BLSSA Pty Ltd (Australian Credit Licence 391237)

The budget dropped a lot of changes at once and it's okay to feel unsure about what it means for you.Whether you're an i...
02/06/2026

The budget dropped a lot of changes at once and it's okay to feel unsure about what it means for you.

Whether you're an investor trying to figure out your next move, a first home buyer wondering if now is still the right time, or somewhere in between. We're here to help you make sense of it.

No jargon. No pressure. Just a straight conversation about your options.

DM us today. ☕

The Wealthfolio team has been absolutely spoilt 🎂 A huge thank you to Sean, Ximena and Valentina for the most delicious ...
26/05/2026

The Wealthfolio team has been absolutely spoilt 🎂 A huge thank you to Sean, Ximena and Valentina for the most delicious surprise and for trusting us with something as important as your finance journey. The cake was amazing and you truely made our day 🤍

Happy Friday from the Wealthfolio Team!
22/05/2026

Happy Friday from the Wealthfolio Team!

We get asked this question a lot.Genuine savings is one of the key things lenders look for when you’re applying for a ho...
20/05/2026

We get asked this question a lot.
Genuine savings is one of the key things lenders look for when you’re applying for a home loan.
 
In simple terms, it’s money you’ve saved yourself over time, usually held in your account for at least 3 months.
This shows lenders that you have the ability to save consistently and manage your money.
 
Every lender is a little different, so it’s important to understand how this applies to your situation. Book in a time with one of our experienced team today!

Get to know Skye Role at Wealthfolio: Broker Associate Years in finance: 8 years Coffee order: Caramel latte on soy Fun ...
19/05/2026

Get to know Skye 
Role at Wealthfolio: Broker Associate 
Years in finance: 8 years 
Coffee order: Caramel latte on soy 
Fun Fact: Skye is a qualified remedial massage therapist and swimming teacher outside of the world of finance. 
 
With a strong background in finance and a calm, supportive approach, Skye helps keep everything on track and clients feeling looked after every step of the way.

Bridging finance is designed for people who want to buy a new property before selling their current one.It “bridges the ...
12/05/2026

Bridging finance is designed for people who want to buy a new property before selling their current one.
It “bridges the gap” between buying and selling.
Instead of needing to sell first, a lender can provide a short-term loan that covers both properties for a period of time.
Once your existing property is sold, the loan is reduced back down.
It can be a really useful option but it needs to be structured correctly.
 
If you’re thinking about upgrading or moving, we can walk you through whether this is the right option for you. Book a time through the link in our bio.

Borrowing capacity isn’t just about your income. It’s influenced by things like: – Your expenses – Existing debts – Loan...
10/05/2026

Borrowing capacity isn’t just about your income. It’s influenced by things like: 
– Your expenses 
– Existing debts 
– Loan structure 
– Interest rates 
 
That’s why two people on the same income can have very different outcomes.

Understanding how this works early can make a big difference when it comes to your buying power.
Book in a time with one of our experienced team today!

05/05/2026

For the third time this year the RBA has decided to increase the cash rate by another .25%

To find out what this rate rise means for you and your mortgage, call us on 07 3171 7881, email us at [email protected] or send us a DM

Get to know Keith Role at Wealthfolio: Mortgage Broker & Director Years in finance: 12 years Coffee order: Mocha Fun Fac...
04/05/2026

Get to know Keith
Role at Wealthfolio: Mortgage Broker & Director
Years in finance: 12 years
Coffee order: Mocha
Fun Fact: My middle initial is “H” and throughout school, I use to tell everyone it stood for Happy (*before Happy Gilmore), where it actually stands for Herbert (don’t get to pick your names)

Keith plays a key role in leading our team and delivering the level of service our clients know us for.

We love celebrating these moments as a team.A small baby shower in the office for Robyn as she gets ready for maternity ...
01/05/2026

We love celebrating these moments as a team.
A small baby shower in the office for Robyn as she gets ready for maternity leave and the arrival of her first baby.
Wishing her all the very best for this next chapter.

Address

Kon-Tiki Business Centre
Sunshine Coast, QLD
4558

Opening Hours

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

Telephone

+611300367680

Website

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