Country Wide Wealth is a financial services practice located on the beautiful Central Coast of NSW. We are passionate about helping the local community to build and preserve their wealth, manage their debts, prepare themselves for financial uncertainty and retire with financial security.
We are able to offer a range of services of financial services including superannuation advice, retirement planning, personal insurances, home loans and commercial lending.We also have the opportunity to consider your financial goals from a holistic perspective by involving our key strategic partners such as accountants, real estate agents and solicitors in order to form a comprehensive solution.
We are able to offer a range of services of financial services including superannuation advice, retirement planning, personal insurances, home loans and commercial lending.We also have the opportunity to consider your financial goals from a holistic perspective by involving our key strategic partners such as accountants, real estate agents and solicitors in order to form a comprehensive solution.
Services
We are a financial services firm that is passionate about helping the local community to build and preserve their wealth, manage their debts, prepare themselves for financial uncertainty and retire with financial security. Country Wide Wealth was established in 2010 by principle adviser Troy Chapman with a passion for helping people realise their financial needs and goals.
Superannuation is a tax-effective means of saving for retirement by investing money during your working life. Contributions to your super are made regularly by your employer and topped-up where possible with voluntary personal contributions.
The contributions received by your super fund are then invested in a variety of different sectors such as property, cash, fixed interest, Australian equities, international equities and so on, depending on your choice.Whilst of lot of Australians don't think too much about their Superannuation account until nearer to retirement age, it can really pay off if you give it some attention right now.
The contributions received by your super fund are then invested in a variety of different sectors such as property, cash, fixed interest, Australian equities, international equities and so on, depending on your choice.Whilst of lot of Australians don't think too much about their Superannuation account until nearer to retirement age, it can really pay off if you give it some attention right now.
Our home loan team have a vast amount of experience in both personal home loans and commercial and business finance. We have access to a range of over 40 different lenders and have the ability to discuss with you not only the right home loan for your needs but also the debt management plan required to ensure that you become debt-free.
Insurance is a form of protection - a way to protect yourself, your family and the things you own if something goes wrong. Whilst everybody's circumstances can be different, insurance is important for everybody. Your need for insurance will change as you move through the different stages of your life.
We can provide advice regarding the acquisition of property as well as the use of borrowing arrangements and investments in a range of assets such as managed funds. We work closely with our preferred accounting partners to provide the ongoing administration and accountancy services for your self-managed super fund.
Reviews (12)
Annie Hall
Jan 21, 2022
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Jo Phipps
Jan 11, 2022
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Country Wide Wealth were amazing, quickly determining our needs and displayed a great depth of knowledge for our very complex situation. Our particular consultants, Keith and Peter, were so efficient at planning everything and really took the burden of organizing the home loan from us as much as possible. We were kept up to date by Country Wide Wealth at all times and all information was explained patiently and to a great depth. They were very professional with all their dealings with us and what is often a horrible process was made easy and tolerable.
Aimee
Nov 14, 2021
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A big thankyou to Mark at Country Wide Wealth for making the process of purchasing our first home such a pleasant experience. With being in lockdown and not being able to have a face to face, Mark made the purchase of our first home such an easy going process from the very beginning. Answering all our questions without a problem, easing our nerves and all so efficiently. We can’t thank Mark and the team enough for getting us into our first home and being such a pleasure to deal with.
Aimee and Jack.
Aimee and Jack.
Alan C.
Aug 25, 2021
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Keith at Country Wide Wealth has done an outstanding job for our family on a number of occasions. He has worked under tight time frames to secure finance for us at great interest rates.
You could not deal with a more honest, reliable and professional individual. Keith goes the extra yard. I have given him 5 stars but would have preferred to give him 6.
You could not deal with a more honest, reliable and professional individual. Keith goes the extra yard. I have given him 5 stars but would have preferred to give him 6.
Nicole Thurston
May 25, 2021
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Working with Keith and Country Wide Wealth quite genuinely changed our lives. As a family with a young child, we were finding it extremely difficult to break into the booming property market on the Central Coast. Our salaries had been significantly impacted by Covid-19 in 2020, one of us had been self-employed for 20 years, and we had funds tied up in existing property with family which meant there were sensitivities around accessing the funds – all of which made us a challenging client for Keith. However, throughout the entire process, Keith couldn’t have been more helpful, constantly coming
Susannah Johnson
Apr 21, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Keith from Country Wide Wealth is 10 outta 10! Personable, gets to know you, genuine, truly understands what you're trying to achieve, and gets the results you need. Thank you Keith for helping myself and my husband James finally crack the property market, we will always be so grateful to you.
Keith from Country Wide Wealth is 10 outta 10! Personable, gets to know you, genuine, truly understands what you're trying to achieve, and gets the results you need. Thank you Keith for helping myself and my husband James finally crack the property market, we will always be so grateful to you.
Brett Robson
Apr 18, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Keith is always the ultimate professional and goes the extra mile to ensure his clients are well looked after and kept up to date at all times. He has a wealth of knowledge and experience that ensures his clients needs are expertly managed and they are placed with an appropriate lender. We couldn’t recommend Keith more highly.
Keith is always the ultimate professional and goes the extra mile to ensure his clients are well looked after and kept up to date at all times. He has a wealth of knowledge and experience that ensures his clients needs are expertly managed and they are placed with an appropriate lender. We couldn’t recommend Keith more highly.
Rick Tutauha
Apr 15, 2021
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Country Wide Wealth were very helpful in all our financial planning needs as well as guiding us to purchase our first home. From start to finish we valued all input and felt that walking through the doors at country Wide Wealth was the best financial decision we have ever made in our lives. We felt very valued as the process was made simple and professional and our needs were thoroughly thought of for our family. We highly recommend all services at Country Wide Wealth as the whole team were simply amazing.
Darren Flanagan
Apr 14, 2021
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My wife and I have used the services of Keith Sheppard from Country wide wealth many times in the last ten years . Every single time without fail Keith has delivered a brilliant service and made the process easy and got us the best deal every time . We can’t speak highly enough of Keith and his professional approach to every project we have undertaken.
Keith is friendly , cheerful and goes the extra mile to make things happen .
We highly recommend Keith and Country wide wealth . You won’t be disappointed!
Darren and Angela Flanagan Terrigal
Keith is friendly , cheerful and goes the extra mile to make things happen .
We highly recommend Keith and Country wide wealth . You won’t be disappointed!
Darren and Angela Flanagan Terrigal
Angela Keane
Apr 09, 2021
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My husband and I have engaged Country Wide Wealth for our last three loans. We have found the process to be much easier, way less confusing and faster than dealing with the banks. Our loans have been varied in an investment property, purchasing land and our latest a construction loan to build our dream home on the lake. Nothing has been a problem for Mark and the team. We have also referred family and friends to Country Wide Wealth and all have had a very positive experience. Thanks again team for helping us make our dream a reality!! Angela Keane
Warren Toombs
Apr 29, 2020
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Katrina Findley
Feb 20, 2019
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