About our Wealth Management Specialists and Wealth HQ

Unfortunately, far too many Australians are paying far too much to their providers – and most don’t even know it. People also think it’s too challenging to make a change.

We’re here to tell you otherwise.

Our exclusive Wealth HQ has been expertly engineered to allow all your bank accounts from different institutions to be downloaded within one easy-to-use app – thanks to Defence Finance’s powerful cloud-based Wealth Portal.

Consider Defence Finance’s Wealth HQ your one-stop-shop when it comes to saving dollars on your insurance, finance and more. With Defence Finance, each transaction is indexed and placed into a professional budget; putting you in totally control of what you spend, save, and everything in-between.

You can use our Wealth HQ to automate everything, intuitively feeding data into the portal – from your Superannuation to your House, Investment Properties, and even motor-vehicles. The system pulls LIVE data from third-party websites, the property, shares the the second-hand vehicle market and more. The latest data will be tracked and analysed to give you an insightful overview of your current situation.

Defence Finance is truly revolutionising the way you see your money. Should you load an investment property onto the system, rental statements can even be sent directly to the software and uploaded to track your incomes and assets. This is your chance to ensure that all of your documents are in the same place, eliminating the need to scour your inbox for statements at tax time, property documents, and beyond.

We’ve designed this system to smartly automate your budget, allowing you to ensure that it lists them as tax deductions within one easy-to-track solution. This way, you won’t have to endure the hassle of reviewing mountains of documentation or files. They’ll all already have been captured in one place. Our Wealth HQ can actually assist with the entire tax preparation process.

Our team vows to use its knowledge of the financial markets to ensure you’re always getting the most appropriate products for your situation. We hope to evolve into your coach and concierge, as well as a trusted friend and advisor that will never let you down. We remain committed to building connections that go beyond the conventional broker/client relationship where you communicate once every 3 years.

At the end of the day, this software isn’t for us. It is for you!

“You can give a man a fish and feed him for a day, or, you can teach him to fish and feed him for a lifetime.” – Proverb.

Wealth HQ will teach you how to fish / manage your money. Yes; we state that we are a money coach, however, this is NOT a fee-paying service. This is simply us helping you to take control of your finances. After all; you cannot control what you do not track!

We will only charge should you want the automation / data sent to your account automatically. However; our Wealth HQ is 100% FREE, and you can manually enter all information.

Our team believes in nurturing partnerships; offering advice and assistance long after the application. We want our relationship to continue; through our fully-integrated wealth portal that empowers you with the ability to track your finances through cutting-edge technology. further assistance with how to save through the banking system? Say no more.