Total Wealth Management

Finance, Investment and Advice

Cooee Wealth Partners offer a comprehensive range of services to ensure the advice given to you takes into account all aspects of financial services. We strive to provide industry pioneering strategies and from your initial contact with us a high standard of customer service. We are constantly evolving our strategies to not only suit your changing circumstances but also economic and legislative changes.

Take advantage of our expertise

To learn more please choose from the selection below

  

Invest In Property

We focus on returns, not looks. If you want average returns then just keep your money where it is. Alternatively, if you want to protect your money from the downside risk or the next GFC, if you want to profit from the market movements that will absolutely happen in the coming years then speak to us.

  

Manage Portfolios

If you want average returns then just keep your money where it is. Alternatively, if you want to protect your money from the downside risk or the next GFC, if you want to profit from the market movements that will absolutely happen in the coming years then speak to us.

  

Our Investment Philosophy

Our Investment Philosophy has been distilled down to 10 core beliefs, and none of them are about following the herd! If you want average returns then just keep your money where it is.

  

MyCooee

A New Way to Manage Your Money. Money management tools. Everything in one place. Advice when you need it. MyCooee is a great money management tool that lets you track your budget, create goals and see all your investments in one place. Wherever, whenever, on your phone, desktop, laptop or tablet, secure and available 24/7.

  

Home Loans

With our market knowledge, our relationships with leading providers and our negotiating experience, we are well placed to offer you a home loan at competitive rates.

  

Super

Our wide-spanning knowledge enables us to considerably simplify the process of setting up and running of your SMSF if we decide that it is the right choice for you. Whether it is regulatory, taxation or compliance obligations, we will ensure you meet them effectively so your investment is safe and fulfills all its legal requirements.

  

Tax Solutions

At Cooee Wealth Partners, our team has many years of experience working in the taxation field as well as a highly qualified team of taxation specialists. You can trust us to ensure that your portfolio investments are tax efficient and in line with your wealth creation and estate planning goals

  

Retirement Solutions

We, at Cooee Wealth Partners, help you prepare for an enjoyable retired life by providing you with comprehensive retirement planning services. We consider every aspect of your situation and work with you to enhance your retirement plan using the wide variety of options available to you.