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Why Choose Us
Individual Strategy
Make an appointment to discuss your situation and you will receive the first hour of your appointment for no charge.
Once you become a client, you will receive no-cost reviews at 6 and 12 monthly intervals, or as required. It's as important to us as it is to our clients when we hear clients tell us that for the first time in their lives they feel like they have a certainty of direction in their lives.
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Our Head Office (Mt Gravatt, Brisbane, Queensland) |
At our interviews we are non-judgmental so we ask clients to share all their experiences with us. This has created wisdom for us as we have knowledge in solving most financial problems. A number of our consultants also hold the position of JP (Commissioner of Declarations). |
Ethics
We do not accept rebates or kickbacks from any suppliers or fund managers under any circumstances. Our fees are declared at the first interview and are well documented in any advice statements we issue. This maximises our clients' trust and confidence that our advice is in their interests and there are no hidden relationships influencing our advice and recommendations. Unfortunately, few other accounting and financial planning firms are able to make this claim. We see this independence as critical to our client advisor relationships and we will not prejudice it under any circumstances.
Free Newsletters
Want to know what's happening in the financial services industry? Interested in the latest services developments? Interested in articles that may help you with your future financial position? Why not get our quarterly professional finance newsletter - FINANCE MATTERS! If you would like to be on our no obligation, no cost to you mailing list it's as easy as emailing your request with your name and email address to info@360degreewealth.com.au.
Asset Protection
As your advisor, I want to advise you of a new program (in association with the Asset Protection Specialist) designed to help protect your personal and business assets. You have worked hard for what you own and you should have the right to keep it. Unfortunately, we live in a time when greedy litigants are willing to do almost anything to take your asset from you. Negligence or injury claims and even claims from creditors can possibly strip away all that you own and leave you to start over, deep in a financial hole. You could be exposed, unless you have provided yourself with complete, legal asset protection. We can provide you with further information if you contact us on info@360degreewealth.com.au.
Loan Cover
Loan Cover has been specifically designed to provide convenient access to valuable life insurance protection at the time you apply for a loan or a loan increase. In the event of death, terminal illness or being diagnosed with any one of seven serious medical conditions, Loan Cover pays a lump sum of money that can be used to clear or reduce your mortgage or for any other purpose.
Going Green
360 Degree Wealth Services believes that every individual and organisation should contribute in some way towards becoming carbon neutral in the quest against global warming. At their Mt Gravatt offices WIL have implemented their own in-house green initiatives which include power conservation through the use of sensor lighting, low voltage lights in amenities, use of rain water for toilets and reduced use of airconditioning through more frequent use of open doors and windows.
Competitions
Our competitions run regularly opening on 1st March and 1st September each year with major prizes and this is how you enter:
ONE entry into the draw each time you refer to 360 Degree Wealth Services, a friend, family member or business colleague who may be interested in either utilising our services or receiving a copy of our quarterly Newsletter;
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ONE entry into the draw if you have an appointment with us to investigate your financial options
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THREE entries into the draw should you proceed to utilise our financial planning services. For terms and conditions, please click here.
For a no obligation, free assessment of your circumstances please phone us on 1300 731 198 or email info@360degreewealth.com.au and you'll automatically be entered into our latest competition.
Looking for Justice of the Peace or Commissioner of Declarations:http://www.justice.qld.gov.au/justice-services/justices-of-the-peace/jps-search
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