Partner with Sydney’s Financial Experts and Enjoy Financial Freedom Sooner!

Established since 1975, Wellings & Associates offer industry leading financial planners and advisers to individuals and small business across Sydney. Whatever your stage in life, income, financial aspirations or circumstances, our qualified financial advisors will tailor a complete financial solution.

We regularly help clients to:

• Free up cash flow
• Pay off mortgage quicker
• Protect the wealth already held
• Have enough money for later on in life
• Appropriately invest savings
• Have a sound plan

Financial Planning Services

Financial Planning We ensure you know exactly where and how your money is working for you. Get Your Free Consultation.	Financial Advice Secure your financial future with quality financial advice from our certified team of planners.
Self Managed Super Receive guidance on the best way to manage you SMSF ensuring maximum yield and growth.	Investment Advice & Management Maximise every dollar you earn by receiving professional investment advice.
Retirement Planning Regardless of your age, it is never too late to start investing in your retirement planning.	Estate Planning Strategies Plan for your family’s future today with our estate planning service.
Property Investment Strategies Leverage Your Wealth and Discover Cash-Positive Property Investment Strategies	Debt Reduction Strategies Escape your financial burdens and discover a way back to positive cash flow for you and your family.

7 Reasons to Choose Wellinvest

1. We understand what is important to you.
2. Provide a clear picture of where you are at now.
3. Provide clarity around the options available and likely outcomes.
4. Ensure you avoid making any financial mistakes in the future.
5. Professional service & easy to contact.
6. Empower you to be in control of your finances.
7. Ongoing relationship enabling your plan to be fine tunned as your circumstances change.

Get started today and discover a total financial management solution tailored to your financial circumstances, needs and objectives allowing you and your family to enjoy long-lasting financial freedom. The team at Wellings & Associates look forward to offering you a free, no-obligation consultation regarding your financial goals and objectives and discovering the opportunities available.

Your Authorised Representative
Guy Halpin
Wellings and Associates Pty trading as Wellinvest Financial Services
Authorised Representatives
GWM Adviser Services trading as Garvan Financial Planning
Australian Financial Services Licensee
Registered Office at 105 – 153 Miller Street North Sydney NSW 2060