We’re here for you, every step of the way.
Building and Protecting Your Future
Take Control. Plan Ahead. Live Your Life.
About Us
Take Control. Plan Ahead. Live Your Life.
Wealth Financial have been helping clients around the country for over 20 years. Based on the North-West Coast of Tasmania, with offices in Smithton, Burnie, Devonport, and also Bungendore (near Canberra), our highly experienced and educated team provide a pathway towards financial clarity and partner with you to make great decisions.
Your life is yours. We guide clients through all sorts of obstacles that life challenges them with, whether that is wealth creation, clarity leading into retirement, protecting lifestyles and income, or investment advice. We love what we do because we see the value of great advice every day.
We want to get to know you as a person, what your ambitions or concerns are whilst demystifying the complexity of investing or retiring.
We take the time and effort to understand you before we suggest the strategy that is best for you. We provide solutions for great decision making.
Our Wealth Financial Team are highly experienced across every financial and life planning situation and have been nationally recognised for a commitment to clients and bettering the industry. Overall, Best Practice and Best New Talent: Jasmine Popowski, at 2025’s Astrum Awards, and Managing Director Michael Rowlands was included in Financial Standard’s FSPower 50 2026 as one of Australia’s 50 Most Influential Financial Advisers.
Who We Serve
At Wealth Financial, we provide personalised financial advice and strategies to help you achieve your goals. From retirement planning to wealth accumulation, our expert team ensures your financial future can continue to grow.
Preserve and Grow Your Financial Legacy
Aged Care
Explore your aged care options with our guidance on costs, funding, and financial planning to prepare for whatever comes next.
Financial Planning
We provide tailored financial planning to help you achieve your financial goals through personalised wealth management strategies.
Investment Advice
Receive expert guidance on investment decisions and strategies to maximise returns and align with your financial objectives.
Retirement Planning
Plan for a secure retirement with our advice on superannuation, pension strategies, and investments.
Estate Planning
Secure your legacy with our expert advice on wills, trusts, and estate management.
Insurance Solutions
Choose the right coverage to protect your assets and ensure peace of mind with our insurance products.
Debt Management
Take control of your finances with our strategies to reduce debt and improve credit scores.
What our customers SAY
Our Testimonials
These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.