Your Financial Future with Cooee Wealth Partners

Helping you achieve your goals with the highest degree of certainty.

Advice – Property – Portfolios

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Total Wealth Management

Why Cooee?

Whether you are just starting to look at investing or have an established portfolio, Cooee can add value to assist you to achieve your goals.

Invest in Property

What’s the difference between being sold property and investing? A Buyers Agent works for you. 

Managed Portfolios

Make the most out of your Portfolio through our High Conviction portfolios aligned with your interests in mind.

Why Cooee?

Speak with our expert Wealth Partners to create your personalised plan today. We put strategy first to ensure that we consider and discuss with you all of the options available. Only after that can you feel completely confident, being fully informed. It’s a simple process, but very important.

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Invest in Property

We work closely with Property Consultants, where appropriate, to incorporate real property investments into our clients’ financial plans. This includes assessing opportunities based on your experience, risk appetite and required returns, from simple buy and hold strategies through to large scale developments.

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Managed Portfolios

By taking a ‘Total Wealth Management’ approach when it comes to investments, we align our interests with yours. In fact we don’t believe that you should only invest in either Property, Shares or Cash but maintain a healthy mix of all investments. That said, there are times when investments are too expensive, and it doesn’t make sense to invest. We will tell you when that time is also.

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Free Initial Appointment

We specialise in placing Advice First to create the best strategy with you. We believe that it is only through this time proven process that you can achieve your goals with the highest degree of certainty.

   

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