Money can be messy.
But it doesn't have to be.

We apply a client-focused approach so that the guidance we provide you is specific to where you are today and where you want to be tomorrow.

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What would you like help with?

Financially, everyone is different

We’ve found that most people get overwhelmed by their finances and want a team that can help them make it simple so they can get clear on the right path for them to achieve their goals.

No complicated strategies, no confusing tactics, just easy-to-understand, common-sense stuff that gives you peace of mind and certainty.

Loans

We can help you get finance and implement a sound strategy for debt management.

Wealth

Discover how we can help you achieve your version of financial freedom.

Coaching

Consider us your very own personal trainer, focussed on your finances and business.

A client-focused planning approach

At Wealth Health Co, everything we do is centred around you. The guidance we provide is specific to where you are today and where you want to be tomorrow.

Learn more
We recently refinanced our mortgage with Rosalyn from Wealth Health Co and I couldn’t speak more highly of her. From our very first meeting she made us feel at ease and the whole process was smooth and extremely stress free. She really took the time to discover our short and long term financial goals and offer personalised advice and guidance suited to our situation. She was very knowledgable and happy to answer any of our questions, and throughout the whole experience I felt that we were in great hands. She was very personable and transparent and I felt that she was genuinely invested in helping us achieve our goals. I would absolutely recommend her and the Wealth Health Co team to anyone looking for a stress free mortgage experience.
Gemma W.
Gemma W.
Amazing team of professionals, super friendly and extremely helpful! Highly recommend
Bailey M.
Bailey M.
Rosalyn has been absolutely fantastic in helping us remortgage, she really understood what was important to us, super fast communication and was really honest! Couldn’t fault our experience and have 100% found our broker for life, thank you again!
Laura G.
Laura G.
Was able to arrange my superannuation to my satisfaction
Alan B.
Alan B.
I had an outstanding experience with Jasmine from Wealth Health Co! From the very start, her professionalism and expertise were evident. She took the time to explain every step of the mortgage process in detail, ensuring I felt confident and informed throughout. Her responsiveness and genuine willingness to go above and beyond truly set her apart. Thanks to Jasmine’s hard work and dedication, I secured a fantastic mortgage rate and a smooth closing. I highly recommend Jasmine at Wealth Health Co to anyone in need of a top-notch mortgage broker.
Andrew E.
Andrew E.
Jasmine is great to work with. Completely seamless
Mark Van O.
Mark Van O.
I had a fantastic experience with Jasmine from Wealth Health Co. She was incredibly responsive, honest, and took the time to thoroughly explain the entire process of financing a new vehicle and trading my existing vehicle in. I’ll definitely be working with them again for any future vehicle financing needs.
Lani V.
Lani V.
Jasmine has been nothing short of outstanding throughout my journey of buying my first home! Her service and support exceeded my expectations and made the processes so smooth and reassured me every step of the way. Always positive and passionate to ensure we achieve the desired outcome. Jasmine from Wealth Health has helped and given me the smoothest, stress free experience of purchasing a home!
Brooke E.
Brooke E.
Working with Steve and Jasmine to unlock some equity and transfer my loan to another bank was a breeze. He made the whole process less daunting, negotiated us a great rate and offered insights and ideas that I would not have considered. The use of the online document portal made uploading documents required simple and saved us time as we did not need to meet face to face.I would highly recommend.
Craig F.
Craig F.
Both Ben and Rhys were extremely welcoming, one of my biggest fears is trusting other people with my funds but that faded instantly with the Wealth Health Co team who came prepared and were able to satisfy any questions or doubts I had going in, highly recommend the crew for their financial opinions and the sessions were a massive wake up call which has helped me feel at ease with a plan to implement and track
Sean J.
Sean J.
Very professional and seemless experience thank you Jasmine
Jarryd S.
Jarryd S.
Ben was exceptional in guiding me through the process of a deceased estate. I had no idea of the procedures to follow and not only did Ben take all the responsibility away from me but kept in contact every step of the way. 3 months later the monies were in my account and Ben also recommended ways to further invest. You took all the worry away Ben. Thank you for your guidance and professionalism.
Bailey C.
Bailey C.
Jasmine Cuner from Wealth Health Co was instrumental in securing finance for our company's work vehicle. Her expertise and dedication made the process smooth and efficient. Highly recommend her services!
Aren C.
Aren C.
Used Wealth Health to get finance for my new work vehicle and was looked after amazingly the whole way. They did all the work for me so that i could keep doing what i do best.
Brendan K.
Brendan K.
I have used Wealth Health Co on a number of occasions for business and personal. They have always exceeded my exspections, and have always gone above and beyond. The service and communication is excellent.
Damien G.
Damien G.
Exceptional Financial Expertise and ServiceI have had the pleasure of being a client of Wealth Health Co for the last 16month of our business now, and I can confidently say they are unparalleled in their field. From the moment I first engaged with them, their professionalism and deep knowledge of the financial world were evident.Jasmine & the team goes above and beyond to ensure that every aspect of their service exceeds expectations. Whether it's financial planning, investment strategies, or simply managing day-to-day finances, they provide tailored solutions that are both innovative and effective. They take the time to understand your unique financial goals and then work diligently to help you achieve them.What truly sets them apart is their commitment to client satisfaction. Every interaction I've had with Jasmine & team has been marked by their patience, clarity, and genuine concern for my financial well-being. They are always proactive in keeping me informed about the opportunities, which has been instrumental in making informed decisions within my business.Moreover, their integrity and transparency are commendable. There are no hidden fees or surprises; everything is laid out clearly, ensuring complete trust and confidence in their services.Overall, Jasime and The Wealth Health Co team has consistently demonstrated why they are leaders in the finance industry. Their expertise, dedication, and client-centric approach make them a standout choice for anyone looking for top-notch financial services. I wholeheartedly recommend them to anyone seeking reliable and knowledgeable financial guidance.
Jackson M.
Jackson M.
Ben & Rhys at Wealth Health Co were incredibly supportive and professional in helping us finalise a deceased family member's estate. Their expert guidance not only eased a difficult process but also enabled us to maximise our inheritance. Thanks to their strategic planning, we now have a solid financial foundation to support our growing family. Thanks heaps guys!
Devon S.
Devon S.
All the team at Wealth Health co have been fabulous to work with. Ben, Rhys and Jasmine were very efficient and went above and beyond to help us with everything - thank you 🙂
Kellie
Kellie
Fantastic service, very helpful and made my experience very pleasant and efficient. Highly recommend 🙂
Adam T.
Adam T.
Jasmine has just organised finance for 2x vehicles we've purchased through our business and nothing was too much trouble. Couldn't recommend more highly.Looking forward to working with Wealth Health Co. on some larger projects in the near future!
Shane M.
Shane M.
Jamsine’s proactive communication, attention to detail, and personalised approach made all the difference in our experience. Her in-depth knowledge of the industry and dedication to serving our needs exemplified excellence in customer service. We are both very happy and pleased with the outcomes Jasmine has delivered
Tim B.
Tim B.
I recently had the pleasure working with Jasmine from Wealth Health. Her service was impeccable. They gave me the best rate for asset finance and handled everything within a week like promised. Highly recommend them!
Wim B.
Wim B.
Wealth Health Co have assisted us to secure finance for numerous different things now. They have always made it so easy to complete the process, and make us to feel like we were their only customer! We are so happy to have found them!
Jacqui R.
Jacqui R.
Great service, Jasmine was very easy to deal with. Clear communication the whole way through the process. Very happy with rate.
Tricon Electrical G.
Tricon Electrical G.
Steve and the team did an awesome job helping me finance my van.It was a quick turn around and a great rate.Highly recommend!!!Update: I just purchased my second vehicle with the help of Wealth Health Co again, and it was even easier this time around. I wouldn't go anywhere else.Another Update: Up to vehicle 3 now. Their online form signing process makes the process so fast and easy.
Josh
Josh
Ben’s and his team have been great. Set out an easy to follow plan and explained thoroughly the steps to take and the achievements we will make along the way.Can’t wait to continue working with wealth health to set our family up for generations to come
Brett E.
Brett E.
Jasmine was great to deal with. She always put in 100% to get the best outcome for my situation. Initially I wasn't able to utilise her due to other circumstances, however she still went above and beyond to help me months down the track to find a great solution for what I needed (loan).
Matthew C.
Matthew C.
The banks made something so simple, super complicated, if it wasn’t for Jasmine and her ability to help us obtain an overdraft we’d be in a much worse off position right now. Thank you so much Jasmine!!
Andrew P.
Andrew P.
Amazing service!! Professional, efficient & communication was spot on!! Will be using Jaz and wealth health co for any future financial needs!!
Jenette B.
Jenette B.
Jasmine helped me secure a business overdraft right when I needed it. The transaction was processed very quickly with minimal interaction from myself. Highly recommended
Jack M.
Jack M.
The Wealth health team are amazing, very helpful and made the process of getting my new vehicle finance a breeze. Huge thanks to Jasmine.Will definitely be using them again in the future.
Joshua B.
Joshua B.
Jasmine and Steve are great! We have used them a couple of times now and couldn't be happier with their service. They kept us informed at every step of the way and made the whole finance process really easy for us. highly recommend!
Bree H.
Bree H.
Jasmine and Steve were unreal to deal with. Very on the ball and knowledgeable. Will be using again in the near future.
Aaron G.
Aaron G.
Jasmine made the lending experience very smooth. I later found out that there were a lot of difficulties in the background but Jasmine sorted them out and made sure the process went smoothly. I would highly recommend!
Andrew H.
Andrew H.
I have had the absolute best experience with Jasmine from wealth health. I told Jasmine what car I needed. She organised everything from finance to dealer. It was a super easy and stress free process.
Angus D.
Angus D.
Helped my business very quickly and got us another van right in time for the christmas rush! I would recommend them!
Jarrad F.
Jarrad F.
We first met with Ben to help us organise our finances and help save for our first home. His thorough plan allowed us to have better knowledge and accountability of our spending, maximise our super and ensured we were properly covered with our insurances and wills. He is transparent with fees, explains everything clearly and has a calm, friendly and approachable manner.It is because of Wealth Health Co that we reached our goals and purchased our home this year. Jasmine was an amazing mortgage broker. She was always available to answer our many questions, even with the time difference.I have recommended Ben & Wealth Health Co to my friends and family and will continue to do so. The whole team do an incredible job!!!
Naomi H.
Naomi H.
Jasmine was awesome to work with, very prompt and quick communication!!
Thomas P.
Thomas P.
Very easy and professional to deal with
Josh S.
Josh S.
Fantastic experience from the first phone call. Fast service and went above and beyond to get our new vehicle package sortedCannot recommend enough
Blake L.
Blake L.
My husband and I met with Ben for a long overdue review of our finances. Ben took the time to understand out financial position and both our short term and long term financial goals. He took us through the whole process explaining the pros and cons of different products and guiding to ensure we are well placed to meet out future goals. He made the process, simple, painless and very informative. I highly recommend Ben and Wealth Health Co for your financial planning needs. Thanks Ben, much appreciated!
Jen L.
Jen L.
These guys are absolute legends! They found me the best deal on my equipment finance with multiple options and also helped through the entire process! Thanks again!
Daniel R.
Daniel R.
Steve is dedicated and thorough towards finding the perfect solution to my needs. He was very transparent and I'm so glad to have found him. I will be using him again in the near future!
Adam D.
Adam D.
Jasmine was amazing to work with! So lovely and friendly when answering all our questions, would highly recommend working with Jas
Honey Bee C.
Honey Bee C.
Ben and his team have been great to deal with, he explains everything very well and goes out of his way to help his clients. Would highly recommend his services
Kevin F.
Kevin F.
Ben from Wealth Health Co. is beyond incredible. I have worked with Ben for 3+ years now and swear by his ability and services and refer him constantly. Ben understands the adage of ‘people first’ and extends himself to guide, educate and assist you from the outset and all of the way through your journey. I cannot emphasise how patient he is and how willing he is to help you with every step. Three years ago I engaged his services to set up my financial foundations and just this year he assisted me and my partner in our first home buying journey by connecting us to a buyers agent, a broker and all the financial education and super benefits of the First Home Super Saver Scheme. Ben and the team at Wealth Health Co. simplified the home loan process for us as a couple who knew very little and acted quickly, efficiently and assisted us to go from wanting a house to moving into our house in a matter of months. The reason for this swiftness was due to setting us up with the best financial foundations years ago so when we were ready to start looking at the home loan process it took a few mere months to complete. We are lifelong clients and if you’re considering Wealth Health Co. we insist you won’t have any regrets. Thankyou for everything Ben and team.
Indiana C
Indiana C
Jasmine was amazing helping me with my first home. She explained each part of the process and kept me updated along the way. Definitely would recommend her to everyone!
Lillian S.
Lillian S.
Ben has been fantastic in helping me review and work through my financial plan. This is something I have been putting off for years thinking it would be a lengthy drawn out process. However, everything has been nothing but seamless. If you need to get your wealth in order Ben is your man! Looking forward to working together in the years to come.
sam C.
sam C.
Jasmine is an absolute professional. She made the whole process of buying another house extremely easy. Jasmine went above and beyond and communicated with us every step of the way. Any questions I had, she was able to help. Jasmine is committed to providing exceptional service. I wouldn’t hesitate to recommend her to my friends and family, and I will seek her help again if I need any finance in the future.
Amesha S.
Amesha S.
Ben and Steve were great with their financial advice strategy, very helpful.
Adam B.
Adam B.
I recently had the pleasure of working with Jasmine and Ben from Wealth Health Co, and I cannot speak highly enough of their expertise and dedication to helping me with refinancing our mortgage, obtaining cash out for renovations, and help with our personal insurances & estate planning. They were super easy to deal with remotely (over call and Zoom) and I’ll definitely be using them again in the future!
Emily L.
Emily L.
I recently worked with Ben, Jasmine and Steve from Wealth Health Co to plan the purchase of my first home and just sort my finances out in general. They were extremely helpful in guiding me through the process, including the First Home Super Saver Scheme. They took the time to understand my financial situation and provided tailored advice to help me achieve my goal of home ownership. Their expertise in financial planning and mortgage brokerage was evident, and I felt confident in their recommendations. They were also great communicators and made sure I fully understood all the steps involved. I would highly recommend Ben and Steve to anyone looking to purchase their first home. They are a great team and truly care about their clients.
Sean R.
Sean R.
The finding and purchasing of our company vehicle was stress free and the entire process was seamless from start to finish, thanks to Steve. Highly recommend him and should the need arise, we will definitely make use of his services again.
brendan S.
brendan S.
Steve is super easy to deal with and has sorted out finance for my two business vehicles. He takes care of all the details so you can focus on running your business. Highly recommend and will be using Wealth Health Co for any finance in the future.
Richard N
Richard N
Steve was great and very patient with helping us purchase another vehicle for our business.Will definitely work with again in the future.Highly recommend.
Andrew M.
Andrew M.
Been working with Ben on our retirement planning and it couldn't have been any easier. Ben was great to work with and talked through a number of scenarios. Highly recommend Wealth Health to anyone looking for some financial guidance.
Craig V.
Craig V.
Steve is a gem and always provides exceptional advice. There is no such thing as a stupid question and the team keep us in the loop every step of the way - reminding us of the little jobs we needed to do to remortgage. Thanks so much!
Laura S
Laura S
Best in the biz
Liam B.
Liam B.
Steve is really helpful and knows what he is talking about. He was efficient in getting our 2 deals over the line within days of selecting our cars. He is responsive and highly recommended. I purchased my car first and went back for my wife's straight away.
Alex S.
Alex S.
Steve has been amazing throughout this process and has always got enough time to discuss the options and ideas we have. We were able to get finance sorted out over the New Years break and all our expectations were fulfilled along the way. I'd be very happy to recommend Steve and his team, their offers are competitive and from the way they operate, I trust they will deliver a great result every time.
Louis R.
Louis R.
Top service, we got the best deal that suited our home loan needs.
Lisa C.
Lisa C.
Great service, fast turnaround. Highly recommend!
Adrian A.
Adrian A.
Seeking financial advice was something I always felt daunted and confused by, luckily Ben and Steve at Wealth Health Co explained everything so clearly and answered all of my questions (regardless of how ridiculous!), quickly and concisely. During the process of receiving mortgage advice and income protection advice, I was always updated, given recommendations and choices that reflected my needs but also financial means. I now feel much more informed about finance in general. I would highly recommend their services.
Grace C.
Grace C.
Wealth Health Co were fantastic. They helped us set up our life insurance and income protection with little fuss, which made the entire process seamless, stress free and extremely affordable. Ben is an excellent communicator and kept a constant dialogue running throughout the process so that we were aware and prepared for each and every step.I would recommend Ben and the team at Wealth Health Co to anyone, I couldn't thank them enough for making such an arduous task so achievable.
Elliott T.
Elliott T.
Steve helped me broker 2 of my vehicle finances. He's well organised and clear document requirements via a portal. He's also helping out with some home financing. I've had other brokers fail and he made it happen. He knows what he's doing.
Mirek R.
Mirek R.
Refinancing to a new bank was a bit scary and we never took the steps to do it so we just stayed with the same bank and tried to get the best offer available with the bank we were with.After a little chat with steve & kerri they have helped us realise how easy it was to chase the better deal and save on our home loan!Me and my wife cannot thank you both enough for your help and guidance throughout the entire process. Everything was our decision, nothing was pressured for us to go a certain way, We had all the information and we made the decision with your help. The process was smooth and we felt very supported throughout.Cannot wait to see what the future holds and hopefully you can help us get an investment as we spoke about in our plan!!Thank you both again for everything myself and Taylah are very grateful & we will be definitely be recommending you both to our family and friends.
Robert C.
Robert C.
I have gone to Steve and his team for the last two new vehicle purchases for my business. He is very professional, easy going and very diligent in finding the best deal for his clients. Highly recommend and will be coming back for more vehicles in the future! Thanks Steve!
Steve K.
Steve K.
Ben provides us great service & introduced us to Steve who was easy to deal with refinancing our home loan. Thanks gents!
Rob G.
Rob G.
Steve and his team are great to work with. I strongly recommend using them for your financing needs
James C.
James C.
Wealth Health Co were so professional and keep me in the loop the whole time, even though I live in NSW and their in WA it gave me 2 hours in the morning to be organised and 2 hours in the afternoon after work to zoom with them . Thanks Steve and team
Cristie M.
Cristie M.
Ben was amazing and went above and beyond with his services. We were setting up a financial plan for my parents who were downsizing their home and moving into a retirement village. It was a maze of different financial requirements we needed to do for mum and dad - There is no way we could have had such a positive outcome unless we had Ben's professional advice He laid it all out in an easy step by process..... Next step is getting my husband and I to have a meeting with Ben and to sort out our finances too....
Rebecca H.
Rebecca H.
Ben is very professional, easy to deal with and has always been easy to communicate with. He explains all options well without trying to oversell anything. Would recommend to family and friends.
John G.
John G.
Ben was very professional and extremely helpful throughout the whole process. He explained everything in detail and made sure we fully understood our financial options and investment options.Thanks again Ben.
Rian G.
Rian G.
Great experience working with Ben to get our investments, insurance and finances in order. Highly recommended the team at Wealth Health Co!
Tieghan E.
Tieghan E.
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