Your path to prosperity abundance freedom wealth happiness prosperity

about us

Welcome to Stellar Wealth, empowering clients every day.

If you’re searching for a trusted financial adviser to help you feel confident about your financial future, you’ve come to the right place.

At Stellar Wealth, we specialise in helping ambitious working people and those aged 50 and over achieve more with their money. We provide holistic financial advice that is in your best interest only – no commissions, no kick-backs. Just a fixed flat fee, with no surprises.

We are not owned by, or affiliated with any product provider – which means we are free to pick and choose whatever is in our client’s best interests. More importantly, our clients can have peace of mind, knowing that our advice contains no conflicts or bias and is purely based in their best interests.Read More...

Being self owned also means that we answer to no one – except our clients. Our key motivation is to delight our clients by helping them achieve and exceed their financial goals. We do this by delivering tangible, measurable, results over time, that demonstrate the value of our advice and the financial plan we have created together.

Our fees, like our advice are 100% transparent – so there are never any unexpected surprises. This means you can create wealth and security knowing from the outset, exactly what it will cost.

We are a Brisbane based financial planning firm, but offer online meetings Australia wide.

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what we can do for you

We get results, that help secure your financial future

In today’s landscape, there is a wealth of financial information available, which can make it difficult to determine the most suitable path to follow. With our experience and expertise guiding you, you can be confident you are taking the right steps to secure your financial future and lifestyle. More clarity, more certainty, less worry.

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our process

Your future is our priority. Our expertise will guide you towards success.

Discovery

Your journey to financial freedom and peace of mind begins with a simple phone call. On the call we’ll chat about your current situation, the type of help you’re looking for and how we can assist. If you’d like to take the next step, we’ll set up a no-cost, obligation-free meeting. In this 90-minute discovery meeting, we’ll deep dive into your unique situation. We’ll explore your motivations for seeking financial advice, your goals, concerns and ideal outcomes. We’ll explain how we can assist you, how the process works and we’ll answer any questions you may have. At this point, if you feel comfortable and ready to move ahead, we’ll then look to start designing your unique financial plan.

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Design

Before we meet again to present your financial plan, it’s vital for us to gain a comprehensive understanding of your current financial position. In this design phase, we research and gather the information we need, exploring all potential strategies and then tailoring a plan to suit your unique situation and to achieve you the most optimal results. During this stage, we will also take some time to clarify and explain any financial and investment concepts that may be relevant to your situation.

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Advice

We will then present you with your tailored financial plan. As your partner on the path to prosperity, we want to ensure you’re fully satisfied with your advice. So we’ll take the time to explain the reasons behind the strategies and recommendations we’ve provided as well as the outcomes you expect to achieve. Then once you’re ready, we’ll begin implementing your strategy, ensuring every piece is put into place with ease and efficiency.

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Guidance

We will then meet again in six months time, to track and review the progress of your financial plan now that it’s in place. At your review meeting, we’ll provide further advice on any adjustments that may be required to ensure your financial plan always remains current and aligned with your evolving situation. In our experience, we have found that life takes many unexpected twists and turns. This is why ‘set-and-forget’ financial plans don’t work and why we believe it is important to review and track the progress of your plan every six months.

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be empowered by your finances

9:00am:

Wake Up

9:01am:

Do whatever you like

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what are our core values

Stellar Wealth is grounded in four main principles

Compassion

At Stellar Wealth we genuinely care about our client’s wellbeing. We take a non-judgemental, compassionate approach and are here to help every step of the way.

Trust

We always act with integrity, transparency and reliability. Our code of ethics and professionalism means we go above and beyond and always act in our client’s best interest.

Results

We get results. We know that our clients want tangible, measurable results that demonstrate an actual return on their investment in us and our advice.

Expertise

At Stellar Wealth, we are some of the most highly educated and qualified advisers in the country. We use our knowledge and expertise to guide and empower you, helping you feel more in control and secure about your financial future.

Our Clients

Exceptional results for your finances & your future lifestyle.

You can rely on us to set you on the path to prosperity. Here’s what our happy clients say about the ways we’ve empowered them on their financial journeys. Let us do the same for you.

“Nicole has been great. She explained everything really well and obviously knows her stuff. I just wish we'd seen her years earlier.”

- Shane, 40+

“Nicole has been our guiding star throughout our retirement”

- David and Claire Hickey, 65+

“Highly recommend Nicole and her team. The service is excellent. She responds quickly if we have a question. Our retirement is a lot more secure as a result of our dealings with Nicole.”

- Peter and Louise, 65+

“I’ve gone from clueless to empowered all thanks to Stellar Wealth”

- Jane and Joe, 50+

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Blog

Financial literacy is your superpower; let us gift it to you.

01/12/2023 3min Read

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