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Our Core Values

  • To care
  • To be respectful
  • To make a difference
  • To be flexible
  • To be authentic
  • To be transparent

How we can help you fly

Hear from some of our happy clients

View more testimonials 

Jess Z

I have had one of my best experiences in any industry with Wagtail Wealth. Cassandra has thought outside the square to ensure she tailor makes the best product for me and the communication and follow up has been mindblowing. I would give 10 stars if I could!

Criena K

Cassandra from Wagtail Wealth was very competent and professional and clearly has a wealth of experience behind her in the financial services field. Financial stuff is not my forte but Cassandra put me at my ease, walked me through the range of options to enable me to choose services that best suited me and my stage of life. She also went above and beyond with her advocacy, was clear in her communications, replied quickly to all questions (even out of hours at times) and made the entire process as seamless as possible. I can’t recommend her highly enough for anyone looking for a competent, mature and worldly-wise person to help them to make the best choices to maximise their wealth.

Kevin S

Cassandra is a down to earth advisor who seeks to understand and assist her clients. She breaks down the complicated into simplistic terms without being condescending and will always give you the honest answer.
I have no hesitation in referring people to work with Cassandra, as I know they will be looked after and she has their best interests at heart.

TAKE CONTROL OF YOUR FINANCIAL FUTURE

Contact Wagtail Wealth to gain your financial freedom

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