Primary Professional Partners

At Surf Coast Wealth Management we work with a number of partners who can assist you to reach your goals.

Once we have a working relationship, I am able to refer you to any of the below providers who will be more than happy to assist you.

Quay Finance
Ben Tuck-Lee
PO Box R686 Royal Exchange NSW 1225
ph: 1300 799 863
Mob: 0405 153 933 
morethannumbers WMC Accounting
Tom Aldridge
72-76 Ryrie Street, Geelong Vic 3220
ph: 03 5222 3200
Local Lawyers
David Cocks
23 Lobelia Drive, Altona North 3025
ph: 03 9398 2377
Shaw and Partners
Adam Dawes
Level 7, Chifley Tower,
2 Chifley Square Sydney NSW 2000

ph: 02 9238 1509

Network Partners

We increase the trust, communication and performance within teams. Living Performance programs are unique and highly effective, combining the best of movement and conversation.Living Performance
Mitchell Barrow
ph: 0412 426922
Sam Patterson
ph: 0430 337 114
Steven has many years of experience in teaching and is a professional club fitter. Steven teaches players of all levels and he’s philosophy is to work within the student’s skill level to enhance their playing ability.Anglesea Golf
Steve Lipovas
Golf Links Road,
Anglesea, Victoria 3230
ph: 03 5263 1951
 Salt Therapy has been designed to relieve inflammation, congestion and allergies of the airways.  By breathing in the fine particles of salt, the salt can travel through the respiratory system where it can help relieve any inflammation and relieve congestion.  Salts of the Earth 
Kenny Kong
241a Beach St
Frankston, Victoria 3199
ph: 03 9789 8552

Ian from I & f bathrooms are experts in bathroom and kitchen renovations with full project management, free quotes and design I & f bathrooms
Ian Foot

Geelong, Vic 3220
ph: 0433 981 157

A Small, handy and personable graphics and visual communication studio at 604 St.Kilda Rd. Producing the fight results for your customers and in turn your business.Creative Survival
Rhys Davies

604 St.Kilda Rd, Melbourne 3004
ph: 0435 570 622

Deśa Retreat offers boutique accommodation, plant based nutrient dense meals and private yoga classes. It is a place to unwind and connect with yourself, your loved ones and nature.Deśa Retreat
Emma Flick

12 Ocean Bvd Jan Juc, 3228
ph: 0400 820 279