We are passionate about assisting you in making informed decisions about your finances. We accomplish this with sound and sensible financial advice. Our commitment is to create positive experiences through long-term relationships and working together to achieve financial success.
Trustworthy, comprehensive Financial advice you can rely on
About us
With a client-focused approach to service, our professional team offers tailored advice and solutions that take a holistic approach to your finances – considering both your current situation and future needs.
At Pretzel Wealth, we pride ourselves on being the trusted partner for individuals from all walks of life seeking to achieve their personal financial goals. We utilise leading tools and research through an ecosystem with decades of collective experience in the finance industry to enhance client outcomes.
From risk management to investment strategies, our committed team understands the importance of providing you with the confidence and peace of mind you need to make informed financial decisions.
We have partnered with RI Advice Group, a leading Australian financial advice network that has been providing trusted advice for over 40 years. Operating within the Insignia Financial Group network (established in 1846) – which has been managing over $285 billion (as at 31 December 2022) – you can rest assured knowing our collaboration with RI Advice Group places you in safe and capable hands.
Needing some Common Cents?
Discover financial clarity with ‘Common Cents’. Written by Blake Wendt, our Principal and Senior Financial Adviser, this comprehensive guide helps you navigate wealth accumulation, retirement strategies, and financial well-being.
Get your free copy now to embark on a journey towards a secure and meaningful retirement.
Wealth Report
Are you curious about your current financial standing or eager to chart the course for your financial future? With the Wealth Report, gaining insights into your finances has never been easier.
Meet your adviser
Blake Wendt
Principal and Senior Financial Adviser
Blake has spent countless hours answering finance questions during his appearances on 2GB, 3AW and 4BC radio stations. He has provided quality financial advice throughout a plethora of client interactions.
Blake has been collecting degrees like a child collects stickers! He is a Certified Financial Planner and has a Master of Financial Planning, Bachelor of Business and Commerce (Applied Finance), Diploma of Financial Planning and Diploma of Finance and Mortgage Broking.
Blake has a passion for providing advice to Australians from all walks of life, from everyday Australians needing to understand how to maximise their hard-earned savings, to CEO’s of listed companies wanting to invest in a tax-efficient manner. Blakes areas of advice include:
- Superannuation (including SMSFs)
- Retirement planning
- Structures (Family Trusts and Companies)
- Investments
- Personal insurance
- Gearing and margin lending facilities
- Centrelink (Age Pension)
- Estate planning
- Budgeting and cash flow management
It’s safe to say that in Blake’s world, numbers are no match for his financial prowess!
You can connect with Blake here.
What can we help You with?
Our team can help advise you in multiple areas so you can confidently make smart financial choices, including:
Wealth Accumulation
Building wealth through sound investment strategies and regular monitoring.
Superannuation
Making the most of your super by choosing the right fund and investment options, whilst taking advantage of tax strategies.
Retirement Planning
Maximising income and minimising tax during retirement through carefully planning to ensure a comfortable retirement.
Cash Flow Management
Developing a budget, identifying spending patterns and putting in place strategies to make the most of your money.
Wealth Protection
Using insurance policies to protect you and your family's wealth.
Age Pension
Maximise Age Pension entitlement through strategic planning.
Debt Management
Managing and reducing debt through effective debt minimisation strategies.
Investments
Building wealth through carefully selected investment strategies, inside and outside of superannuation.
Estate Planning
Planning for the transfer of wealth after passing away to maximise the benefit for intended beneficiaries.
How the process works
Working with Pretzel Wealth is a collaborative process, where the your financial goals and aspirations take centre stage
Consultation
Start with a no-obligation consultation with your adviser to discuss your financial position and goals. In the consultation, a high-level discussion will take place, highlighting areas we can assist.
Recommendations
Your adviser will gather information and formulate recommendations based on your unique circumstances. You will then regroup with your adviser to discuss these recommendations and address any questions you may have.
Implementation
Work collaboratively with your adviser to implement the recommendations to improve your financial position.
Review and Ongoing Advice
Your adviser will review your financial position regularly and provide ongoing advice to ensure your financial plan remains relevant, effective and aligned with your goals and objectives over time.