Reach YOUR financial freedom with our expert, personalised financial advice.

Its tailored – its focused so you can have it all

Start Your Journey Today!

We take time to understand your aspirations
and chart the course to achieve them

Your Local Financial Advisor in Lithgow

Affording the lifestyle you want now and in retirement can be yours. 
It’s never too late, you deserve it!

Financial Planning, Independent Financial Advisor, financial planner

Financial Planning

Financial Planning

More than a plan - it’s the easiest way to organise your financial worries so you can enjoy life.
Learn More
Independent Financial Advisor, financial planner, Superannuation Planning

Superannuation Planning

Superannuation Planning

Your gateway to a better Retirement, save $$$ in fees boost your super balance today
Learn More
Risk Management and Insurance - Wollemi Wealth Management

Risk Management & Insurance

Risk Management & Insurance

If something happened yesterday would your family be protected financially now or in the future?
Learn More
Retirement Planning Advice Lithgow - Wollemi Wealth Management

Retirement Advisory

Retirement Advisory

Take the guesswork out of your Retirement Plans and Plan to Retire in style
Learn More
Aged Care Financial Advice - Wollemi Wealth Management

Aged Care Advisory

Aged Care Advisory

It’s never the right time, making informed decisions will make sure your loved ones get the best care possible.
Learn More

ABOUT WOLLEMI
WEALTH MANAGEMENT

Wollemi Wealth Management focus on offering affordable Financial Advice for everyone.

Our services are tailored to improve your financial situation.

We believe in developing honest open relationships with our clients so you only pay for the advice you receive.

Working with a Financial Adviser can give you the confidence and peace of mind knowing your financial future is secure.

That’s our promise to you.

Learn more

WHY CHOOSE US

  • 13 years + experience in financial services and planning
  • 30+ Years Industry experience - Commercial - Energy - Mining
  • Australia wide clients
  • Independent advice and we come to you.

WHAT CLIENT SAY

Consolidating my super was so much easier having someone take care of it for me. Now having just one fund, it’s a lot easier to see my balance grow.
Michael NMelbourne
First it was just Mark’s Super, it was an easy choice to consolidate my super and let Mark manage it as well. We’re saving on fees and with little kids it’s great to have our Financial Adviser come to our home for meetings.
Mark & GemmaWallerawang
Mark has been there every time when we needed him, our whole world changed when I lost my job, the transition to Retirement was seamless and now we are enjoying our life together and we know our Pension is well looked after.
Wayne & Shalene M.Lithgow
We really enjoy dealing with Mark, he’s always looked after us and we trust him. That’s an important quality we felt from the start.
Nigel & Joy H. LlanarthBathurst
"It was awful when Mum & Dad went into Aged-Care, I didn't know who to ask, who could help me? Luckily I discovered Mark was an Aged-Care Accredited Specialist and it really made it so much easier. He help me navigate the fees and explained it to me in a way that it was easy to understand, I'd recommend Mark to anyone"
Deb GrantLithgow
I felt very confident that Mark was handling my super. Very professional and prompt. I felt reassured following his advice on all my financial situations. Pleasure to be doing business with him.
Jason Russell

OUR BLOG

Covid 19 & Your Super

May 13, 2020 1:42 pm

Covid-19 What you can Do to Bring Back YOUR Super Many of us have seen our Superannuation Balances fall by up to 30% since January

Read More »