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Trachyte Wealth

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Trading for 12 years

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About Trachyte Wealth

Trachyte Wealth is a boutique Mackay financial planning company. Since 1996, Josh has been assisting our clients' build and protect their wealth, whilst securing their financial future. No matter what stage you are in life, Trachyte Wealth takes the time to understand your situation. We work with you to develop strategies to meet your life objectives, both in the short and long term. We believe that financial success doesn't happen overnight. Being successful depends on consistently making the right decisions and adjusting where necessary. Our specialties include investments, insurance, superannuation including self-managed super funds, financial and strategy advice and estate planning. A locally owned and operated business, our team will work with you to put your plan into action. Together we will work out where you are now, where you want to be and formulate a personalised strategy to help you achieve your goals sooner rather than later. To secure your financial future, contact Trachyte Wealth today.

Products

  • Financial Planning Services

Services

  • Insurance

  • Superannuation (including self-managed super funds)

  • Estate planning

  • Small business

  • Financial planning

  • Self-managed super funds

  • Qualified

  • Professional

  • Life insurance

  • SMSF

  • Investments

  • Retirement planning

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Location

14 Victoria St, MACKAY QLD

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Amenities

Licences

  • Josh Eisemann (Director) is a professional member of the Financial Planning Asso

  • Authorised Representative No. 1237577

  • Josh Eisemann qualifications - Master of Financial Planning, Certified Financial

Frequently Asked Questions

What are your specialties?

Our specialties include investments, insurance, superannuation including self-managed super funds, financial and strategy advice and estate planning.

Trachyte Wealth