TRADEWIND WEALTH MANAGEMENT

 Clarity, Trust and Expertise

WE WANT TO HELP

NAVIGATE YOU THROUGH LIFE’S JOURNEY

Financial advice can provide clarity around goals and assist with creating a plan to achieve those goals
We aim to make your financial planning process enjoyable with ease, and would love to speak with you to start your planning journey!

Services We Provide

Investment

Be proactive in your future by taking opportunities to grow and secure your wealth ahead of retirement through your investment portfolio

Insurance

Protect yourself and loved ones from financial loss with the right insurance cover, and assurance there is security for yourself and your family in uncertain situations

Superannuation

Build your tailor-made contribution strategy for your Superannuation to ensure you can enjoy the lifestyle you want when you retire 

Retirement Planning

Proactive steps to ensure that you can live your desired lifestyle when you step out of the workforce

You don’t have to see the whole staircase just to take the first step

Martin Luther King, Jr.

Our People

Our qualified staff members are here to assist you!

Therese Jarett
Director and Senior Financial Planner
Therese has over 25 years’ experience in the Financial Services Industry and loves sharing her experience and knowledge with her client's to ensure they are getting the best advice possible. Therese is a very experienced Planner who enjoys assisting clients grow their wealth over time with ease and clarity. She is experienced in Wealth Creation , Superannuation, Retirement Planning, Risk Management, SMSF and Age Care
Daniel McAllister
Senior Financial Planner
Daniel had been in Financial Services for over 19 years and has worked closely within large financial organisations and boutique financial planning businesses which has given him the understanding and experience of how things work and how to make it work for you.