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Services We Offer

At Wealth Fusion, we provide an extensive range of financial services for a variety of customers.

Accumulators

It’s never too late to start planning for your future, whether it’s to purchase your first home, buy your third investment property or just save for that special occasion. At Wealth Fusion we have the expertise and knowledge to ensure that you achieve all of your dreams. Why not get in touch to see how we can assist you?

Accumulators

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Pre-Retirees

We help our Pre-Retiree clients to clearly identify the lifestyle they want after they leave work and to prepare their finances to get them on the right track for retirement. Combining knowledge of your situation and our experience, we can give you an on the spot assessment about opportunities to improve your circumstances.

Pre-Retirees

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Retirees

Whether you want to call it a day and start the next phase of your life or keep working until you’ve had enough, Wealth Fusion can help you plan for the future to ensure that your nest egg is protected and you can retire and live the dream. You cannot just rely on Employer Contributions to retire comfortably; you need a plan to ensure you have choices for your future.

Retirees

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Personal Protection

No one wants to imagine that fraction in time when you know you are going to have a car accident…when the doctor tells you that you won’t be going back to work for a while…the phone call that you thought you’d never receive. Wealth Fusion can help you evaluate insurance options that will protect your family, leaving you prepared for the unplanned.

Personal Protection

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Self Managed Super Funds

Super is the way most Australians save money to retire, and for more than 750,000 individuals, SMSFs allow them to be the master of their own financial destiny.Wealth Fusion provides an extensive range of services within the Self Managed Superannuation Fund marketplace to trustees and members. Find out how Wealth Fusion can help you.

Self Managed Super Funds

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UK Pension Transfers

Transferring your UK pensions to QROPS (Qualifying Recognised Overseas Pension Scheme) may bring several advantages such as the ability to enjoy greater flexibility and investment freedom. At Wealth Fusion, we can assess and implement the transfer of your UK Pension and provide comprehensive advice at a very competitive cost.

UK Pension Transfers

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