Wealth Strategies offers a comprehensive independent financial planning service. Our mission is to advise and implement independent financial planning strategies with the aim of creating and preserving individual investor wealth”.
Owner Rodney Wells is a CERTIFIED FINANCIAL PLANNER®, with his experience in the Financial Planning industry starting in 1992, and his experience as an independent financial planner and wealth manager commencing in 2000. As an independent financial planning organisation, Wealth Strategies has contracts with the major assurers and investment companies. This allows for the freedom of choice when selecting appropriate financial products, which enables the best possible independent advice to our clients.