Private Wealth Advisers
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!
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.
Personal insurances including Life, Total and permanent disability, Income Protection and Trauma. Claims and Business Key Person.
Structuring and strategies for personal wealth creation and managing tax implications.
Superannuation Strategy and advice at all stages of life. Transition to retirement and Salary Sacrifice.
Strategic advice for direct investment and wealth creation. Shares, managed funds, term deposits.
Preparing for retirement and funding your retirement lifestyle and managing legislative influences so you can focus on enjoying your wealth.
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.
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.
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.
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.
Through our experience and professionalism, we aim to encourage our clients to re imagine what may be possible with discipline and direction.
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 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.
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