Wealth Domain Financial Services is a Gold Cost based Financial Advisory, Mortgage Broking financial services firm. With expertise, we advise, trade and manage wealth for business owners, families and individuals to help them achieve their goals.
To build and preserve wealth we employ specialist Investment Management, Personal Insurance and Mortgage solutions.
Core Values:
Everything we d
o at Wealth Domain Financial Services, starts with doing the right thing for our clients and our stakeholders, putting our clients best interest above all competing priorities and delivering exceptional advice with outstanding service.
History:
Wealth Domain Financial Services commenced operations in 2015 as a financial planning business followed shortly by a Home Loan Broker service offering. It is our intent to look after the overall financial well-being of our clients, be it if they are just starting out or more advanced and focussed on wealth creation and retirement.
Leadership:
Chris D'souza, advisor principal, has been a Financial Planner for 20 years + and a Mortgage broker for at least 6 years+. With broad experience gained over the years, Chris looks forward to passing on knowledge gained to benefit his clients.
Technology;
We embrace technology in all facets of our advice business so that we can continue to provide an exceptional level of service to our clients. On the financial planning service front it is possible to have all your personal position - income/expenses + asset/liabilities, estate planning etc all accessed from one platform.
