Our Company
We inspire and help our customers
At MindWealth Financial Planning, we have the technical expertise to provide you with professional and personal financial advice in a holistic approach. We aim to establish and maintain long-lasting relationships with our clients so you will have the peace of mind knowing you have someone to rely on whenever there is a change to your personal circumstances.
We always listen and deliver comprehensive financial advice that is individually tailored to your goals and objectives to ensure you feel financially confident about your future.
With MindWealth Financial Planning, you can trust that you are in capable hands to help protect and grow your finances, so you have more time to focus on other important things in your life as many of our clients have experienced.
To find out how we can help you look forward to securing your financial future please feel welcome to contact us.
Eugene Wong
About Me
Eugene is an Authorised Representative of Count Financial, founder and Practice Principal at MindWealth Financial Planning. He has extensive experience in banking and the financial planning industry for over 14 years.
He has passed the FASEA National Financial Adviser exam and met the professional standards requirements for financial advisers set by ASIC. He is also a member of the Financial Planning Association and registered with the Tax Practitioner Board.
Eugene is proud of the exceptional customer service and quality advice provided to his clients and enjoys working with customers who are also looking for quality and excellence. He believes that by working together with his clients rather than for his clients, will provide a more satisfying experience and lead to a better outcome in long term.
Here are some of the testimonials from his clients.
How we engage you during the advice process:
Initial
meeting
Getting to know you
Understanding your goals and objectives
Discussing the services we provide and how we can help you
Term of
Engagement
Discussing the cost based on the scope of advice we agreed together
Providing you with letter of engagement once you agreed to proceed further
Tailored advice
and research
Conducting research
Preparing your personalised statement of advice document
Presenting
our advice
Presenting the statement of advice document
Explaining how the recommendations will put you in a better position so you can make informed decisions before proceeding
Advice
implementation
Assisting you in implementing the strategies once you are satisfied with your financial plan
Ongoing
review
Monitoring portfolio performance
Reviewing your position on an ongoing basis
Discussing potential impact on legislative changes