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Melloy Independent Wealth

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SERVICES

Service Information

Initial Phone Call
Started Jan 1, 1970
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Contact

Make an enquiry

Office Locations

Ashgrove:

Level 1, 240 Waterworks Rd, Ashgrove, QLD, 4060

Newstead:
Level 2/76 Skyring Terrace, Newstead, QLD, 4006

Greenslopes:
138 Juliette St, Greenslopes, QLD, 4120

Contact Details

Phone: 0400 463 394

Email: info@melloywealth.com.au

Jon Melloy is an Authorised Representative of Melloy Independent Wealth Services (AFSL 558799)
Financial Services Guide
Privacy Policy

Client Profile

Welcome to Client Hub

© 2024 by Melloy Independent Wealth

As a sole practitioner, my capacity to take on new clients is limited. I invite you to fill out the enquiry form below to assess whether I am well-suited to assist you. I primarily work with individuals or couples with $1 million of investable assets. Where someone's assets are below this level, your combined household income will generally be $300,000 or greater.

Name

Email address

Phone number

Age group

Combined super

Post code

Investment properties

Household income

Investments & Cash

Home

Total debt

How you found me?

Where are you at?

Your ideal advice relationship?

How can I help?

The fee range for Ongoing Financial Advice is usually between $6,600 - $9,900 depending on the complexity of the advice and the level of service that you require.

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