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Total Wealth Management
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Finance, Investment and Advice
Cooee Wealth Partners offer a comprehensive range of services to ensure the advice given to you takes into account all aspects of financial services. We strive to provide industry pioneering strategies and from your initial contact with us a high standard of customer service. We are constantly evolving our strategies to not only suit your changing circumstances but also economic and legislative changes.
Take advantage of our expertise
To learn more please choose from the selection below
Invest In Property
We focus on returns, not looks. If you want average returns then just keep your money where it is. Alternatively, if you want to protect your money from the downside risk or the next GFC, if you want to profit from the market movements that will absolutely happen in the coming years then speak to us.
Manage Portfolios
If you want average returns then just keep your money where it is. Alternatively, if you want to protect your money from the downside risk or the next GFC, if you want to profit from the market movements that will absolutely happen in the coming years then speak to us.
Our Investment Philosophy
Our Investment Philosophy has been distilled down to 10 core beliefs, and none of them are about following the herd! If you want average returns then just keep your money where it is.
Home Loans
With our market knowledge, our relationships with leading providers and our negotiating experience, we are well placed to offer you a home loan at competitive rates.
Super
Our wide-spanning knowledge enables us to considerably simplify the process of setting up and running of your SMSF if we decide that it is the right choice for you. Whether it is regulatory, taxation or compliance obligations, we will ensure you meet them effectively so your investment is safe and fulfills all its legal requirements.
Tax Solutions
At Cooee Wealth Partners, our team has many years of experience working in the taxation field as well as a highly qualified team of taxation specialists. You can trust us to ensure that your portfolio investments are tax efficient and in line with your wealth creation and estate planning goals
Retirement Solutions
We, at Cooee Wealth Partners, help you prepare for an enjoyable retired life by providing you with comprehensive retirement planning services. We consider every aspect of your situation and work with you to enhance your retirement plan using the wide variety of options available to you.
