Use your money as a tool to enjoy what’s most important
Life is busy, and lining up the elements of your financial world can seem overwhelming. You might be wondering where to start.
Or perhaps your days are less hectic now you’re not juggling as many responsibilities, but you’re overwhelmed by all the financial options on the runway to your version of retirement.
Let’s fix that.
Made-for-you advice
What you want out of life shapes your wealth plan and investing approach. At Fuse Wealth we’re all about making your money work with purpose.
Collaborative experience
Wealth management at Fuse Wealth is a collaborative partnership where your version of success shapes every financial decision we make together.
Transparent fees
We charge flat dollar advice costs that are based on the complexity of your situation and plan and the funds we invest for you.
For those who want to balance the present you and future you
A single-team approach to make your life easier: accounting, tax and financial planning services for businesses and individuals.
Can you relate?
High earners not rich yet
Sometimes, you feel like you’re treading water—earning a great income but not getting anywhere. You know you don’t want to work this hard forever, but you’re unsure whether paying down debt, investing, or contributing to super will get you there faster. And with a family relying on you, you worry about what would happen if you couldn’t work.
Business Owners
Your business is in a good place and you’re able to bring more wealth regularly into your personal life. You want to ensure that you’re building your retirement nest egg along side your business nest egg.
Nearly empty nesters targeting early retirement
The kids are finally ready to leave the nest (hooray!), and your focus is turning towards a new chapter. You believe you’ve done all the right things financially, but as retirement or the prospect of any early one approaches, you wonder if you have enough. You’d like to clearly see your options so you can feel excited and not anxious about what’s next.
Getting better with age
The hard work is done, and you’ve found a new dynamic. You’re fortunate to have a great income, but you’re not sure what you should be doing with it. You’re scared to spend because you don’t want to run out, and you’d like guidance on how to structure your finances to create a comfortable retirement.
How we help
We believe that the best outcomes for clients are achieved by distilling all of the complexities down to what is really important.
There is beauty in simplicity.How it works
STEP 1
Discovery Call
In this 15-minute discovery phone or virtual chat, we’ll discuss at a high level where you are financially and where you want to be and determine if we’re the right fit to work together.
STEP 2
Right Fit Meeting
We want to hear all about your worries, goals and financial situation so we can develop a deep understanding of you and your life. We’ll introduce you to the team and share how we work.
STEP 3
Strategy Exploration Meeting
We help you understand how each element of a financial plan works together to help you achieve your version of success. Through a consultative process, we develop a unique strategy that you’re fully across and empowered by.
STEP 4
Financial Advice and Action
We take the agreed-upon financial strategies and finesse your recommendations to present your personalised financial plan. If you choose, we can also bring the plan to life by implementing the recommendations on your behalf.
STEP 5
Track and Adapt
Your financial plan is not a set-and-forget system. It’s a strategic framework that can be adapted as life changes. Whether it’s a growing family, increased income, or a home upgrade, we’re there to keep you on track.
Meet our wealth planning team
Based in Tweed Heads/Coolangatta, helping clients across Australia
Fuse Wealth is a Financial Advice, Financial Planning, and Wealth Management business based in Tweed Heads / Coolangatta. We love servicing our local clients and are proud that our best-in-class advice has attracted clients from the greater Northern Rivers & Gold Coast regions, further abroad in Australia, and overseas.