About Me

Top Financial Advisor in the local area

If you need someone to help you plan your finances or advise on the best investment vehicle for your hard-earned finances, then look no further. At Designwealth we can help with independent advice for tax efficient financial planning, investment management and business development. We are located in the local area. To find out more about how we can help you develop a sound financial strategy, contact us through our booking form today.

Your Goals are our Goals

We have a single task, and that task is to provide you with the most optimal solutions to your financial questions. With this in mind, we are committed to giving you the right advice in all financial matters. Given our expertise in financial management, we are committed to helping you achieve your goals in both the short and long term. We want to be your number one financial advisor, so why not get in touch and see how we can help you realise your financial goals?

Our Team

We have an excellent team of skilled and experienced advisors at your disposal. Their mission is to create the best financial plan for you as well as to offer sound financial solutions that meet your needs and objectives. In order to ensure the best chance at success, we work closely with you to achieve your personal goals. Our staff are well trained and professional and keep up-to-date on the latest news from the financial world, ensuring our advice is current with global investment trends.

Amenities

Parking available
Free consultation
Wheelchair accessible
By appointment only

Testimonials

I have been so fortunate to have been referred to Fernhill Financial twenty years ago. They have proved to be the best support and advisors that I could have asked for in so many aspects of my finances and life decisions. I honestly wouldn't be in such a good position at my time of life without their assistance and guidance. They have knowledge and integrity that has earned my whole hearted confidence and appreciation. I got lucky!
Patti Rahtjen
Jul 13, 2019
I have been a client at Fernhill for many years now. I am very thankful for all of the direction that my advisor, Jared, has provided. I am especially impressed with the extra assistance that I received navigating through some tough and unforeseen personal financial circumstances. It was definitely above and beyond what I would have ever expected from anyone. I never feel bad about asking a few more questions about investments and I love the honest, caring and friendly attitudes of everyone there.
Tammy Halbert
Jul 13, 2019
Because of Jared's work and advice, we can earn more, save more and own our place to live. We have no knowledge of finance at first but He is so patient, will explain till we understand and very thoughtful, trustworthy and supper funny :) Our kids love him too!
Chika Akihiro Shin
Jul 13, 2019

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Opening Hours

Sunday
Closed
Monday

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Tuesday

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Wednesday

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Thursday

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Friday

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Saturday
Closed