We’re proud to be celebrating our 25th birthday in 2024.
Back in 1999, Julian Gilbert founded Wealth Matters as he realised the financial services landscape didn’t seem to offer the service he believed that clients deserved. A quarter of a century later, Wealth Matters is thriving and helping clients to achieve financial freedom.
Our director, Bruce Nash, was one of the very first people to join Julian’s new company back in the early days.
To this day, he is still actively working in the business and continuing to drive forward the development of the company and the values he feels so passionately about.
Our clients are the most important people in our business. Anyone can benefit from financial planning, but we find we can bring the most value to people who are driven, committed to enjoying their wealth in retirement, and are ready to collaborate with a financial planner to make their money work as hard for them as possible.
Many companies can help you with financial advice and investments. Not many can offer the outstanding experience we do. It’s all because of our trademarked methodology, called the Wealth Matters Risk-Assessed Performance System, or WRAPS™.
A company as only as good as its people, which is why we invest in helping our team to access training and realise their potential.
Learning for Life is our four-year pathway to becoming a fully qualified Financial Planner or Paraplanner. It’s a great opportunity to learn while you work alongside the experienced team at Wealth Matters, advancing your career and salary as you progress throughout your training.
“I hope to see the company continue to grow, continue to develop, continue to innovate. We’ve brought in a lot of very new, young, talented people and have lots of exciting plans in terms of bringing in new technology and developing other systems and processes within the company.”
– Julian Gilbert, founder
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