Member Success
Member Case Studies
Meet Jeanette
“Gaining the confidence to start and grow my business has been so valuable.”
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Meet Sydney
“Two years after starting my Wealth Enhancers journey, I have no debt, I use debit cards instead of credit cards, and I have $30,000 in savings.”
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Meet Ian
“WE takes the stress and thought process away from you and just automates everything whilst still allowing you to live a comfortable life.”
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Testimonials
WE Awards
2018
- Max Awards Video Campaign of the Year Finalist / Wealth Enhancers
- Max Awards Financial Literacy Campaign of the Year Finalist / Wealth Enhancers
2017
- BCorp Best for World List (Change Makers Category)Honoree / Wealth Enhancers
- AFA Awards (Female Excellence in Advice) / Winner / Lea Schodel Women in Financial Services – Pro Bono Award Finalist / Lea Schodel
2015
- IFA Excellence Awards (Innovator of the Year) Finalist / Wealth Enhancers
2014
- Port Phillip Business Excellence Awards (Innovation & Entrepreneurship)Winner / Wealth Enhancers
- My Business Awards (Best Small Business)Winner / Wealth Enhancers
- SmartCompany Smart50 AwardListed at No. 30 / Wealth Enhancers
- Xero Partner Awards (Financial Adviser of the Year)Winner / Wealth Enhancers
- MAX Awards (Website of the Year – Financial Planning)Winner / Wealth Enhancers
- SmartCompany Hot30Under30 Listed / Finn Kelly
- IFA Excellence Awards (Innovator of the Year) Finalist / Wealth Enhancers
- AIM Awards (Young Manager of the Year) Winner / Finn Kelly
- IFA Excellence Awards (Multi-service Practitioner) Finalist / Keryn Batsilas
- G20 YEA Summit (Sydney) Lead Delegate / Finn Kelly
2016
- Money Management Young Achiever Awards Winner / Lea Schodel IFA Excellence Awards (Innovator of the Year) Finalist / Lea Schodel
- AFA Awards (Female Excellence in Advice) / Finalist / Lea Schodel
2013
- SmartCompany Hot30Under30Listed / Finn Kelly
- G20 YEA Summit (Moscow)Delegate / Finn Kelly
2012
- Money Management Young Achiever Awards (Funds Management)Winner / Finn Kelly
2011
- AFA Award (Excellence in Education)Winner / Finn Kelly
- FPA Award (Paraplanner of the Year)Finalist / Matthew Parrella
- Anthill Magazine 30Under30 (Up-and-Comer)Listed / Finn Kelly
- AFA Awards (Rising Star)Finalist / Finn Kelly
- Money Management Young Achiever Awards (Funds Management) Finalist / Finn Kelly