Reach YOUR financial freedom with our expert, personalised financial advice.
Its tailored – its focused so you can have it all
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
Financial Planning
More than a plan - it’s the easiest way to organise your financial worries so you can enjoy life.
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Superannuation Planning
Superannuation Planning
Your gateway to a better Retirement, save $$$ in fees boost your super balance today
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Risk Management & Insurance
Risk Management & Insurance
If something happened yesterday would your family be protected financially now or in the future?
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Retirement Advisory
Retirement Advisory
Take the guesswork out of your Retirement Plans and Plan to Retire in style
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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.
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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.
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
Posted on Google 
Oakey Guy
Trustindex verifies that the original source of the review is Google. My wife’s mother is 97 years old. We made the difficult decision to place her in a nursing home and there were some unusual circumstances. Mark Hoy helped us sort it out. Problem solved!
Posted on Google
Shalene McBey
Trustindex verifies that the original source of the review is Google. Mark has been instrumental in our wealth management. He has great communication and he works hard for you. Cannot recommend him enough.
Posted on Google
Michelle Gibbons
Trustindex verifies that the original source of the review is Google. Mark was very knowledgeable and helpful when my mum needed help understand pension options and aged care advice. More importantly he was kind and patient and made sure that mum understood everything. He answered all her questions and listened to her concerns without trying to rush her through our appointment. I would have no hesitation in recommending Mark to anyone.
Posted on Google
Helen Blackman
Trustindex verifies that the original source of the review is Google. Very helpful and professional really good advice and makes it easy to understand would recommend to anyone needing help
Posted on Google
Ron Phelan
Trustindex verifies that the original source of the review is Google. Mark has and continues to provide an excellent and very personal service. He has always shown a great deal of commitment to our cause. Very knowledgeable in regards to the financial market.
Posted on Google
Karen Moon
Trustindex verifies that the original source of the review is Google. Mark is very easy to talk with and understood my needs. Always available when needed. He was instrumental in sorting out for me problems with a large banking institution.
Posted on Google
Ian Harris
Trustindex verifies that the original source of the review is Google. Extremely helpful and professional Accommodated all our requirements for present pending retirement and progression through to full retirement
Posted on Google
wayne gurney
Trustindex verifies that the original source of the review is Google. From our first meeting with mark we were comfortable that he was working with us to achieve a plan that meet our needs and provided an appropriate income moving forward with reasonable fee's. Thankyou Mark your help made our early retirement decision much easier. Wayne and Shayne
Posted on Google
Susie Morgan
Trustindex verifies that the original source of the review is Google. Our experience with Mark was exceptional. We would highly recommend anyone trying to work through the landmine of aged care, to contact Mark at the start. Great communicator. Caring. Experienced.
Posted on Google
851s
Trustindex verifies that the original source of the review is Google. I would recommend Mark in a heartbeat to assist in yours or your families financial future, and if you are dealing with aged care, look no further, he is the best you will find
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
Don’t go it alone…seek advice from an ACS Accredited Aged Care Adviser.
June 18, 2019
3:07 pm
Accessing the right care for your loved one can be daunting. Mark Hoy is an #ACSAccredited AgedCareAdviser™ and can take the stress and complexity out