Organic Wealth

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Email: admin@organicwealth.com.au
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Work With You

If you are looking for a financial planning team who will put you first and take care of your finances, then look no further than the team at Organic Wealth. Located in Tanunda in the Barossa Valley we will be sure to take care of your financial freedom.

We’ll develop an understanding of your objectives and tailor a straightforward approach with our simple, easy-to-follow, four step process.

  1. Consultation – we will work with you to understand your goals
  2. Recommendation – you’ll receive an evaluation and straightforward guidance
  3. Implementation – we work with you to put the plan in place
  4. Ongoing reviews – we continually review and tailor the plan in line with any changes to your circumstances

Advice we specialise in

  • Aged Care Planning
  • Self-Managed Superannuation Fund (SMSF)
  • Personal Insurance
  • Retirement planning
  • Wealth management
  • Debt management
  • Financial planning
  • Banking solutions
  • Investment planning
  • Superannuation
  • Estate planning

When can we help?

Your life. Let us guide you…

  • First job
  • Managing cash flow
  • Reducing debt
  • Saving for a goal
  • Getting married
  • Buying a house
  • Having kids
  • Saving for education
  • Illness or injury
  • 30 June Options
  • Redundancy
  • Legislative change
  • Starting a business
  • Career and promotion
  • Immigration and expat issues
  • Divorce or separation
  • Life after work
  • Aged care
  • Market volatility
  • Transitioning to retirement
  • Wills and guardianship

 

Your situation

  • Do you want to take the stress out of money?
  • Do you want to get ahead and protect your most important assets?
  • Do you want to plan for your loved ones’ future?
  • Do you need a financial partner to take care of your wealth?
  • Are you looking forward to giving back?

 

Our Aim

Our aim is to create a long term personal Financial Strategy and to provide access to and management of, the products and services that individuals require to realise their personal lifestyle goals.

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Barossa Valley Financial Planning

For all your financial advice needs including superannuation, personal insurance and retirement. Servicing clients throughout the Barossa Valley region.

Our financial adviser has over 13 years of experience. You’ll love what we can do for your finances!

Our personal approach sets us apart – we’re known for our no nonsense, straight forward, easy to understand advice.

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What our clients say

1
    

“Leticia is always available and I know that I am in good hands”

Free Consult

Get your FREE first financial Planning meeting today.

BOOK NOW.

Contact Us

PHONE:
08 8567 3663
FAX:
08 8121 7631

EMAIL:
admin@organicwealth.com.au
OFFICE:
26 Greenock Road, Nuriootpa SA 5355
POSTAL:
PO Box 591, Greenock SA 5360

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RL Financial Services Pty Ltd T/A Organic Wealth ABN 93 164 837 683 is a
Corporate Authorised Representative no. 443392 of Alliance Wealth AFSL 449221 ABN 93 161 647 007

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