WHO WE ARE

Wealth Domain is a financial planning business based on the Gold Coast.

We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

At Wealth Domain Financial Services we ensure life’s financial opportunities are explored and pitfalls avoided. We understand life isn’t all about money, but we also know how financial confidence can lead to financial freedom.

UPHOLDING A FIDUCIARY STANDARD

As a finanical planning firm, Wealth Domain Financial Services has a fiduciary duty to all clients. We work in the best interest of our clients at all times as we have no "hidden agenda" other than to provide the best recommendations to achieve your success. Wealth Domain Financial Services has access to industry leading investments, investment platforms and personal insurance solutions.

OBJECTIVE ADVICE

Wealth Domain Financial Services upholds valuable and well researched advice on investments, insurance,superannuation and all strategies to maximise your goals. Maintains a comprehensively approved products and services list researched by external research houses as well as inhouse reserached team.

KNOWLEDGE AND EXPERTISE

Chris D'souza holds a prestigious professioanl designation - CERTIFIED FINANCIAL PLANNER and a degree in Financial Planning. He received his degree from Royal Melbourne Institute of Technology (RMIT).

COMPREHENSIVE FINANCIAL PLANNING

Wealth Domain Financial Services believes in a holistic approach towards your success. We aim to provide our clients with in-house experts in areas of tax planning, investment planning, retirement planning, insurance planning and superannuation planning. In an unlikely event when we are unable to provide the needed expertise, we consult with numerous trusted industry leading experts.

Wealth Domain Financial services ensures providing our clients with opportunities to recognise and maximise their goals using a dynamic process. We offer our clients periodic meetings as we understand that as the need arises and situations change, change and adaptations may be required to accomodate and maximise agreed outcomes.

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Chris D’souza, BBus (FinPlan)

CERTIFIED FINANCIAL PLANNER®

and Wealth Domain Pty Ltd (ACN 608 034 671) ATF Wealth Domain Trust trading as Wealth Domain Financial Services are Authorised Representatives of Synchron AFS Licence No 243313 for Financial Planning services only

 

PO Box 5141, Gold Coast MC, QLD 9726

Mobile: 0416 770 469

Email: chris@wdfinancialservices.com.au

Web: www.wdfinancialservices.com.au

FEES

Wealth Domain Financial Services charges its clients for advice and services which may be based on a either of a set dollar amount, or a percentage based fee. Our agreed advice and service fees may include charges for initial advice and ongoing advice. Services in relation to insurance, banking deposit products, some loan products and older investment products, commissions may be paid by the product provider.

EXCEPTIONAL PERSONAL SERVICE

Wealth Domain Financial Services offers exceptional personal service. Chris D'souza is committed to accommodating each client's individual needs and ensures making important decisions based on the client's best interest.

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