Alan Khaw

Founder and Registered Adviser Alan Khaw has been in practice since 2014. Alan is a registered adviser with Interprac Financial Planning Pty Ltd (AFSL 246638) . Alan is also currently a registered mortgage broker practising under Yellow Brick Broad Home Loans (see YBR Home Loans Gladesville).

Alan Holds:

Bachelor of Commerce (UNSW)
Masters of Commerce (UNSW)
Fellow of Finsia (Finance and Securities Institute of Australia)
CPA
Member of the Financial Planning Association (FPA)
ASIC registration 453981 (Authorised Representative under Interprac Financial Planning))
ASIC Registration 453971 (Credit representative for Yellow Brick road)

Our Core Wealth Financial Planning Services

Financial Advice

We provide both 360 degree or specific advice tailored to you, based on your needs and wants. We provide immediate needs, tactical planning up to 5 years and long term retirement plans.

Life Insurance

Life insurance is about outsourcing the risk to your wealth from life events affecting your ability to earn an income, for the comfort of you and your family.

Investment and Superannuation Advice

We provide assistance and advice in investment universe, both outside and inside superannuation (including SMSF if it is of benefit to you).

Loans and Mortgages

We partner with Yellow Brick Road Gladesville, the established mortgage broking business in Gladesville, to help clients with their lending needs.

About Wealth Financial

Khaw Wealth is based in Gladesville to help you with your core wealth needs. We help you build your future by putting you at the centre of your personal and business plans, home loans, budgeting and personal and family wealth.