Bountiful Wealth

Control your future, digitally

You can run your work life, your love life and your social life using digital devices.

Now you can run your financial life digitally with Wealth Central. It's a leading financial advice platform, and it's your ticket to a whole new world of convenience, clarity, control and confidence. Better still, as a client of ours, it's all part of the service.

Elaborate on the functionality of Wealth Central –

Convenience

Enjoy a 360° view of your financial life - any time, anywhere - via your favorite digital device. Stay on top of your financial plan with the ability to easily engage with your adviser and store your financial document electronically.

That's the way it should be, right? With Wealth Central, that's the way it is.

Control

Project your future - vividly and instantly. With Wealth Central's Our Future function, you and your adviser can readily examine multiple scenarios to vividly illustrate opportunities, options and outcomes for your best financial life.

Clarity

Using Wealth Central's Dashboard, the fog that might otherwise prevent you from fully engaging and understanding your finances is replaced with brilliant sunshine. Wealth Central's vivid layouts, infographics and real time data displays keep you in the know and in control.

It's a constant light bulb moment.

Confidence

Upload and verify your financial data securely via Wealth Central's Document Vault and communicate with your adviser via the secure direct messaging service. So you can be rest assured that your financial data is secure, accurate and up to date - and that your financial life is in great hands.

How Wealth Central works for you

Wealth Report

To get your personalised Wealth Reports, you build a detailed picture of your overall financial life by taking a number of small 'profile journeys' that you can come back and complete any time. As you progress you learn more about your goals and what's important to you. Once your journey is complete, you will be rewarded with your very own Wealth Report that will be presented in a way that brings it all vividly to life. This will become the foundation for your financial plan and allows for a more interactive discussion with your adviser.

Wealth Dashboard

A dynamic, highly personalised dashboard just for you that will give you a 360° view of your financial life. Aside from storing your personal and financial details, your Wealth Dashboard can serve up instant access to your bank, insurance, investments and superannuation details - all protected by high-level security in one convenient place.

Our Future

With our powerful modeling engine, you can graphically see the impact that even small changes you make today can have on achieving your long-term goals. Based on your individual situation and goals you've already entered, your adviser can demonstrate a range of scenarios that will help you arrive at steps to take now to help you live your best financial life tomorrow.

Wealth Review

Building wealth and reaching your financial goals is a lifelong process. Periodic reviews are one way to help you stay on track to achieve your goals. Confirming your data and current circumstances is an important part of the review, and verification can now be done digitally. Your adviser will then have a review conversation with you.

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As you would probably realise my wife and I find money discussions quite stressful. Both of us found yesterday and our last discussion not only extremely helpful but comfortable and definitely built trust and confidence. We are very happy with the professionalism and service.

Peter Cox

Bountiful wealth has been looking after our pension fund for a number of years now. They provide an efficient and personal service which cannot be faulted, including home visits on a regular basis to keep us up to date with what is going on. We are confident that the advice Michael gives us is the best available.

Mike and Irene

I have been a client of Michael Kerr and Bountiful Wealth for over 4 years. During this time, Michael along with his very capable staff, have provided me with excellent information and service. Efficient and user-friendly details of my investments have enabled me to understand to the best of my ability and agree to the best outcomes in the marketplace. Friendly persons in the Office always answer my queries or get back to me. I would have no hesitation in recommending Michael Kerr of Bountiful Wealth as your Financial Advisor.

Denise Thorley

Bountiful Wealth was brilliant, Michael Kerr and the team sorted out my investments, insurance and fixed up my super and has built a plan for our retirement and our children. Has been a pleasure to have them manage our financial future.

Jared Ardern

Michael and the team at Bountiful Wealth have allowed my wife and myself to achieve financial security heading into retirement in a few years I’d strongly recommend their professional wealth building strategies to anyone one wanting to plan for a better lifestyle and security in later life, don’t wait start now your creation with them.

Terry Whalley

I have known Michael for a couple of decades and have found the team at Bountiful Wealth, knowledgeable, approachable, and great value for money.
Let's face it, you get what you pay for, and NO ONE can afford to get their choice of Financial Advisor wrong.

Mark White

I have been with my financial advisers since arriving in Australia in 2003 and had long and fruitful relationships with the 3 financial managers that I have had. Michael and his team are friendly, methodical, and efficient. The advice that is offered is tailored to your specific needs. In my time I have had to transfer multiple overseas pension funds to Australia, manage the sale and reinvestment of rental properties and transfer to retirement for both my wife and I due to ill health. The majority of this has happened in the last 4 years or so with Michael guiding us along the way. If you want someone with YOUR wealth as their main concern, I recommend Bountiful Wealth.

Russ Noonan

Mark has always contacted me personally whenever it is required or as a check-up. This is usually done over the phone with a follow up message by email. When I have contacted the office with a query he has always called back with the advice for the problem. When going over the information in his office, the information was well presented on the large screen in front of us. This made it easy to see what was being discussed and how it impacts on me. So far this has been very helpful in all aspects of the portfolio/superannuation. Mark is always very polite and calm when dealing with me.

Steve

With the help of a large screen, Mark made it easier for us to understand how he was going to make our investment grow.

Tony & Bev

I have Mark Smith from Bountiful Wealth as my financial advisor, and I am extremely satisfied with the services that Mark and the team provide. I would recommend Bountiful Wealth.

Narelle

Have found Mark most helpful and professional in managing my finances over the years.

Rodney

Michael and the team are very helpful and knowledgeable. Their experience as a team is evident by the speed at which they resolve any issues that arise. I would not hesitate on recommending the Bountiful Wealth team.

Kellie

Mark was recommended to me by a friend, and I found Mark very approachable & professional. Mark listened to me, answered my questions, provided financial advice and a plan for my future.

Melissa Griffiths