If you’re Gen Y, and ready to take control of your finances, you’ve come to the right place.
Whether you’re just starting out, or have already passed the millionaire mark, we’re a full-service financial planning firm who specialises 100% on working with Gen Y (we’re also Australia’s most experienced Gen Y financial advisers).
We know you, we get you, we are you.
Our free Discovery Session is designed to add serious value to you, whether you decide to become a WEmember or not. It’s an opportunity for you to find out more about your goals, your current financial position and the opportunities you have for creating, managing and optimising your wealth. We’ll also talk through our membership packages and work together to see if we’re the right fit for each other.
If you’re the kind of person who wants to create an epic life, financial freedom and ultimately be at the top of your game… then we want to be the ones to help you get there.
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“I wish I got onto them in my 20’s, I would have been putting money away and asset allocating earlier. I give them credit and sing their praises a lot purely because I know in only 2 years we’ve achieved so much. I definitely recommend them to anyone as I see massive value in what they provide.”
“Being with WE goes way beyond building wealth and having your finances managed. They provide a holistic view of wealth creation, linking everything to how you spend. And they want you to succeed in all areas.”
“For me, the biggest benefit is the structure, the discipline and the confidence that you receive. It’s having the advice come from a team that follows it themselves and have recommended it to others. WE have done a really great job. It’s been very organised and quite sophisticated. And it all just makes sense.”