Anchor Wealth

YOU'RE ONE ANCHOR PLAN AWAY

About Us

Milad Rezaei, the Director of Anchor Wealth, boasts a substantial career as a Financial Advisor, commencing in 2014. Following the attainment of his Bachelor of Applied Finance degree from the esteemed University of South Australia, Milad’s true calling became evident. His fervour is dedicated to empowering individuals from diverse financial backgrounds across Australia, guiding them towards financial success and self-sufficiency.

Anchor Wealth, founded under the visionary leadership of Milad Rezaei, stands as a distinguished force in the realm of financial planning. Operating within the esteemed Lifespan licensee group, a multiple-time recipient of accolades and a recurring winner of the prestigious ifa dealer group awards, Anchor Wealth Advisors are committed to excellence and innovation in financial services.

Upholding Lifespan’s rigorous advisory protocols and stringent compliance procedures, Anchor Wealth Financial Advisors maintain an unwavering commitment to excellence. Evidencing this dedication.

The collective proficiency of Anchor Wealth Financial Advisors results from extensive education, hands-on experience, and collaboration with seasoned Advisors specialising in robust financial strategies.

Operating as strategy-centric professionals, Anchor Wealth Financial planners delve into the motivations driving clients’ desire for change. They adeptly outline the financial shortcomings that could persist without proactive measures.

Ultimately, the crux of our philosophy centres around clients reaping the benefits when the value of transformation significantly outweighs the investment made in securing financial counsel. Milad firmly believes that a trustworthy Advisor-client relationship should only be established when this value proposition has been unequivocally demonstrated.

The recommendations proffered by Anchor Wealth Financial Advisors, encompassing strategies and products, are meticulously tailored to address the unique goals and challenges of each client.

An industry-standard document, the Statement of Advice, is diligently presented to all clients. This comprehensive document vividly illustrates the proposed enhancements, following an exhaustive research process that adheres to rigorous regulatory standards.

Within Anchor Wealth Financial Advisors’ ethos lies the conviction that financial advice possesses the potency to reshape lives. Guided by this conviction, our mission is to empower clients to work out of choice rather than necessity – a mission we ardently pursue each day as Advisors, dedicated to steering Australians toward financial accomplishment.

Milad is an Authorised Representative of Lifespan Financial Planning Pty Ltd AFSL 229892

Founder – Milad Rezaei

– Industry Luminary: Recognised for Exceptional Acumen

– Genuine Expert: Demonstrates Unparalleled Mastery

– Passionate Enthusiast: Driven by Client Value Creation

– Academic Distinction: Bachelor of Applied Finance from University of South Australia

– Seasoned Professional: Commenced Financial Advisory Journey in 2014

– Architect of Anchor Wealth: Founded Pty Ltd in 2017

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You’re one anchor plan away

About Anchor Wealth

We are a rapidly expanding financial advisory firm based in Australia, recognised for our exceptional growth rate. Our core mission is to offer comprehensive financial guidance to individuals across all life stages and diverse backgrounds.

Our dedicated team is committed to helping clients effectively construct, safeguard, and enhance their wealth. Through our educational approach, we empower our clients with knowledge, enabling them to make well-informed financial decisions.

Aligned with the esteemed Lifespan licensee group, we adhere unwaveringly to their rigorous advice protocols, operational systems, and compliance procedures. Our commitment to excellence is further underscored by our annual auditing, ensuring that we consistently meet the high standards set by this prestigious industry leader. You can have complete confidence that we are closely monitored by one of the finest entities in our field.

What We Specialise In

YOU’RE ONE ANCHOR PLAN AWAY

Claim your 30-minute video strategy session at no cost, and find out why you truly are just “ONE ANCHOR PLAN AWAY”!

YOU’RE ONE ANCHOR PLAN AWAY

Claim your 30-minute video strategy session at no cost, and find out why you truly are just “ONE ANCHOR PLAN AWAY”!

YOU’RE ONE ANCHOR PLAN AWAY

Claim your 30-minute video strategy session at no cost, and find out why you truly are just “ONE ANCHOR PLAN AWAY”!

Find out more about our company and our Advisors

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