What We Do

Assert Wealth are a little bit different. Whether you are thinking of buying an investment property, move to a self-managed super, or are just looking to refinance your mortgage, we engage with you and manage your experience every step of the way.  Acting as a manager of all parties that you need to deal with, we ensure that all the pieces of the puzzle are fitting together the way that they should, and smooth out any issues should they occur.

We act as your champion, guiding you through the process from start to finish and providing continuity and communication throughout. If you don't know where to start, or are looking for information we'd be more than happy to get you on the right track. Give us a call or send us a message and we'll have a chat, or check availability and book an appointment now.

One thing that our clients say is that we made things easy and pleasant for them - check out our testimonials here

 

Or, click on our services to see more detail about what we do.

How We Work

After we have an initial chat to you over the phone, we will set up a time for a face-to-face consultation.

We come to you, so whether you want to meet at your house, the local cafe or your office, we will be there. 

If you are self-isolating or would just prefer a video call, we are happy to use Zoom, Skype or FaceTime instead. Even better, we work outside of normal business hours, so if the only time you are free is after the kids go to bed, it's the perfect time for us to have a chat.

Best of all, we don't charge for your first consultation, and there's no obligation for you to move forward.

Why not book an appointment now?