Not a wholesale investor yet?
Not quite there yet? We’d still love to help.
WE Private is built around wholesale investors. If that’s not you today, Wealth Effect Group is where we’d love to look after you. Same team, same thinking, same care.
Wherever you’re starting from
Great advice shouldn’t depend on a threshold
The wholesale investor tests look at two things: assets and income. Plenty of successful people sit just below them, usually because their wealth is tied up in a business, built up in super, or still growing. That says nothing about how well you’ve done or where you’re heading.
Wealth Effect Group is built for exactly this stage. You’ll work with the same people and the same thinking behind WE Private, with a plan shaped around where you are now and where you want to be.
- A clear plan that brings your business, super, property and family wealth together
- Senior advice from the team behind WE Private
- An easy step up to WE Private if and when you grow into it
Not sure where you sit? That’s fine. We’ll work it out together when we first meet.
Meet Wealth Effect Group
Same advisers. Same philosophy. Built for where you are now.
WE Private is a division of Wealth Effect Group. It’s the same business, led by Andre Dirckze, with offices on the Gold Coast and in Melbourne. Wealth Effect Group helps Australians at every stage:
01
In your 40s and 50s
Building wealth while the career, the mortgage and the family all compete for the same dollars.
02
Retiring soon
The ten-year runway: super, debt, the business and the date work becomes optional.
03
Retired now
Income that lasts, Centrelink, aged care and the estate you’ll leave.
04
Business owners
Growing the business and the personal balance sheet beside it, then planning the exit.
05
Super and SMSF
Contribution strategy, fund structure and the SMSF decisions that come with control.
06
Family and estate
Wills, powers of attorney, insurance and keeping the family protected.
The path forward
Today’s client can be tomorrow’s WE Private client
Wealth tends to grow in steps: the business grows, super builds, an exit lands. When you get there, we’ll let you know, and you choose whether WE Private is the right fit.
You don’t have to change advisers to grow. You just keep going.
Not sure which fits?
Talk to us either way
Start with a conversation. We’ll point you to the right door, and it’s the same team behind both.
Or call 1300 459 101.
Wealth Effect Group (CAR 424768) and Andre Dirckze (AR 395157) are Authorised Representatives of Boston Reed Pty Ltd, ABN 89 091 004 885, AFSL 225738. WE Private is a division of Wealth Effect Group. This page is general information only and does not take into account your objectives, financial situation or needs.
