The Director of Anchor Wealth Milad Rezaei has been a practicing Financial Adviser since 2014. Upon the completion of his Bachelor of applied finance degree at the University of Financial planning business South Australia, Milad knew he had found his vocation, helping everyday Australian’s from all walks of life achieve financial success and freedom.
Anchor Wealth, founded by Milad Rezaei operates as a financial planning practice under the Lifespan licensee group, ifa dealer group finalists in 2019 and 2020. Anchor Wealth Financial Advisors adhere to Lifespan’s stringent advice process and strict compliance procedures. Anchor Wealth is an “A” rating Financial planning company based on previous audits undertaken by multiple auditors since established as a practicing financial planning business in Adelaide.
Anchor Wealth Financial Advisors have crafted their expertise through years of education and experience, in addition to working alongside retiring Advisors focused on rigorous financial strategies. Anchor Wealth Financial planners being strategy focused Advisors uncover the factors motivating their clients wanting to seek change, further articulating the financial shortcomings if no action was taken.
Ultimately, clients benefit when the value of change far outweighs the investment made in financial advice. Milad believes a relationship should be established with a trusted Advisor when this value has been clearly demonstrated.
The strategies and products Anchor Wealth Financial Advisors recommend are devised to meet the goals and challenges of our clients. An Industry standard document, the statement of advice is presented to all clients, comprehensively demonstrating the proposed better position—a highly regulated document developed following a stringent research process.
Anchor Wealth Financial Advisors believe financial advice has the potential to alter one’s life. Assisting our clients to have the ability to work because they want to, not because they must, has been our prime mission. This strong belief drives us every day as Advisor to help Australians achieve financial success.
Milad is an Authorised Representative of Lifespan Financial Planning Pty Ltd AFSL 229892
Founder – Milad Rezaei
– One of the most astute minds in the industry
– A true expert
– Enthusiastic, derived from knowing the significant value he offers to our valued clients
– Bachelor of applied finance degree, University of South Australia
– Financial Advisor since 2014
– Established Anchor Wealth Pty Ltd in 2017