Tasmanian Wealth Management
About the company
Tasmanian Wealth Management is a locally owned financial advisory firm based in Launceston. James Dilger and Clinton Pentland are the Directors and qualified financial advisers. The business has been providing financial advice in Tasmania for over 30 years. Tasmanian Wealth Management Pty Ltd trades as Tasmanian Wealth Management.
It is an authorised representative and credit representative of Hillross Financial Services. Its services include wealth management and financial planning, superannuation, retirement income streams, account based pensions, Centrelink entitlements, estate planning considerations, aged care, tax effective strategies, risk insurance review, and investment strategies.
What customers say
Based on genuine customer reviews
Individuals and families in Launceston seeking help with superannuation and investment matters turn to this financial advisers and planners practice for guidance on structuring their finances and planning for retirement.
The business operates from 198 Charles St and sees clients Monday to Friday between 08:30 and 17:00. As a financial planning firm, it assists with wealth management and related advice. Further details about the services offered can be found at taswealth.com.au. No customer reviews are currently available, so no feedback on service quality, communication or outcomes can be reported.
Reviews
Reviews are taken from publicly available sources.
Financial advisers & planners in Launceston compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Launceston are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Financial Streams | ★ 5,0 | 22 | No |
| 2 | The Wealth Studio | ★ 5,0 | 7 | No |
| 3 | Forty Fifty | ★ 5,0 | 6 | No |
| 4 | Fiducian Financial Services - Launceston | ★ 5,0 | 6 | No |
| 5 | Financial Planners of Tasmania | ★ 5,0 | 3 | No |
| 6 | Tasmanian Wealth Management (this page) | ★ 5,0 | 2 | No |
