Private Wealth Advisers

Helping Australians

to create, protect and
enjoy their wealth.

Book a time today with one of our expert advisers on how best to secure your financial future.

Do you need help with your Cash-Flow?

Ask us how we can assist with a financial survival plan to keep your cash flowing!
 

SERVICES

Self-managed Super Funds

Advice with setting up, winding up or strategic and ongoing advice including complying with obligations and maintaining an appropriate investment strategy for members.

Insurance

Personal insurances including Life, Total and permanent disability, Income Protection and Trauma. Claims and Business Key Person.

Taxation Planning

Structuring and strategies for personal wealth creation and managing tax implications.

Superannuation

Superannuation Strategy and advice at all stages of life. Transition to retirement and Salary Sacrifice.

Investments

Strategic advice for direct investment and wealth creation. Shares, managed funds, term deposits.

Retirement Planning

Preparing for retirement and funding your retirement lifestyle and managing legislative influences so you can focus on enjoying your wealth.

 

OUR VISION

To change the lives of our clients for the better.

To empower our clients to make good financial decisions, to educate and guide them in achieving financial freedom and peace of mind. Financial Advice goes beyond the dollars and cents – it can simplify your life, provide a sense of security about your current and future financial position. 

We listen to our clients and deliver bespoke outcomes, building upon these as their situations evolve in order to create a position of financial security through strategic planning. All of this so that our clients can enjoy the financial freedom that they deserve.

VALUES

Collaboration

With our clients, colleagues and other professional advisers to ensure that our clients receive the best advice when they need it from the most experienced adviser.

Innovation Through
Technology

Financial advice can be costly without a focus on innovation through the use of technology, ensuring our clients can receive timely and cost effective advice. 

Trust and Integrity

The trust that is placed upon us by our clients is extremely valued and we uphold to deserve this trust by always demonstrating our strong moral principles in our dealings with our clients.

Excellence
in Advice

All advisers are bound to provide compliant advice but we strive to do more than just our best by providing expert advice and exceptional outcomes for our clients.

Inspiring Confidence

Through our experience and professionalism, we aim to encourage our clients to re imagine what may be possible with discipline and direction.

Education
and Professionalism

Dedication to continuing professional development and education is at the heart of professionalism in providing advice to our clients. All of our advisers are continually studying and improving their knowledge and expertise.

 

OUR ADVISERS

Our people are at the heart of the exceptional advice and service we provide to our clients. Wealth Partners prides itself on offering a diverse group of individuals who specialise across various areas of advice, so that we are able to develop tailored financial strategies for our clients.

Stephanie Ferguson
Andrew Ferguson
 

CONTACT

HEAD OFFICE

Ground Floor,

Office 4, 246 Arthur Street,

Newstead, QLD 4006


Tel:  (07) 3169 2221

Fax: (07) 3112 5939

 

Click Here to Find Us

For any general enquiries, please fill out the below form

Webster's Wealth Partners Pty Ltd (ABN 34 160 162 390) as trustee for Wealth Partners Trust (ABN 19 854 221 634)  CAR No. 1241547 is a Corporate Authorised Representative of Wealth Partners Holdings Pty Ltd ABN 90 620 676 440 AFSL No. 501929

© 2020 by Webster's Wealth Partners Pty Ltd