Invest with Confidence
Helping you plan a bright future!
Call or email to secure your financial future
Invest with Confidence
Helping you plan a bright future!
Call or email to secure your financial future
Helping you plan a bright future!
Call or email to secure your financial future
Helping you plan a bright future!
Call or email to secure your financial future
After 28 years, of helping our clients build, protect and enjoy their wealth, I now have the opportunity to continue this journey through the creation of Understanding Wealth Pty Ltd.
Our focus has always been on education and assistance to help people understand their wealth journey.
Need help with retirement planning, superannuation, investments, personal insurances, Centrelink and estate planning - please call to make an appointment
We start by clarifying your goals, understanding what is important to you now and in the future. We develop a strategy to assist you reach your goals. Our focus is about education and removing the jargon - hence our business name Understanding Wealth.
Our team is comprised of people with different kinds of finance experience, but we all have this in common --a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Darren began his investment career in April, 1991 with MLC in Sydney. Darren has held various roles within the finance industry, including practise support, product development, advice support but his passion is in assisting clients realising their financial goals.
Karma began her finance career in June, 2000. She has been assisting clients on the Mid North Coast for the past 20 years.
Elle has been within the financial industry for the past 20 years, having worked for MLC, Mercantile, ING and Tourism QLD.
We love our customers, so feel free to visit during normal business hours.
Level 1 / 65 Lord Street Port Macquarie, New South Wales 2444AU
0428 609 535 0480 271 566 darren@understandingwealth.com.au karma@understandingwealth.com.au
Open today | 09:00 am – 05:00 pm |