Our Menu of Services

ConvergenceWealth offers a full suite of services to clients.

The services we offer are:

  • Financial planning including retirement planning and estate planning;
  • Investment advice and portfolio structuring including direct shares, managed funds, and alternative investments;
  • Personal insurance packaging including life cover, trauma insurance, income protection, and business risk insurance;
  • Superannuation advice including self managed super strategies;
  • Lending solutions including residential and investment loans, and tailored geared solutions including margin loans and protected investment loans (offered through Centrepoint Alliance Lending Solutions Pty Ltd); and
  • General insurance solutions including professional indemnity and public liability insurance (offered through Westcourt General Insurance Brokers Pty Ltd).