Wealthwise Mandurah

Wealthwise Mandurah operates as Wealth Wise Pty Ltd, which has been helping clients since 1986. Wealth Wise Pty Ltd is an Authorised Representative of Fortnum Private Wealth Ltd. The business has offices in Perth, Mandurah and Atwell. Its services include retirement planning, superannuation advice, SMSF advice, wealth management, investment planning, estate planning, business succession planning, life insurance and TPD insurance.

Wealthwise Mandurah draws consistent praise from clients for the knowledge and straightforward manner of its advisers, with Kellie Dhu named repeatedly as a source of clear guidance and confidence. People preparing for retirement and those navigating aged care describe meetings as informative and rewarding, noting that the advice has given them peace of mind and a stronger grasp of their options. Several reviewers highlight assistance with government entitlements and hands-on help with applications, while others value the time taken to answer questions and explain financial basics.

The welcoming reception, particularly from Kim, comes up often as part of what makes the office approachable, and clients mention being able to speak with a local person in Mandurah as a practical benefit. Annual reviews of accounts and broader financial planning are among the services discussed, with clients describing the approach as honest, professional and thorough. The willingness of advisers to go beyond expectations and the warm, comfortable atmosphere during consultations are recurring themes, and the confidence clients express in the guidance they receive stands out across the feedback.