The Advisers at Wealth Planning Partners have been taking care of their clients financial planning and insurance needs for over 30 years.
As a well-established Gold Coast based firm, with a long history of doing business with the local community, we've worked hard to build a solid reputation. We assist clients both locally and Australia-wide with "The WPP Way" to help you Secure, Build and Succeed.
Our focus is to ensure that all you've worked hard for is well covered via asset protection strategies and that long and short term financial goals are met with a clear plan. Clients range from singles to couples, families and hard-working business people to pre-retirees and retirees.
Financial Planning is the foundation of your financial future and represents the difference between creating your financial future, and simply allowing it to happen.
If you want a sound financial future you need good overall advice, not bits and pieces of advice from a range of sources that may not fit together.
Financial planning gives overall advice in a financial plan that will:
1. be based on your objectives
2. meet your needs
3. minimise tax, and
4. minimise financial risk
Your financial plan will show you what you need to become financially secure and what assistance you will need from other advisers (your lawyer or accountant) to implement the plan strategy.
We can assist with superannuation consolidation and comparison of superannuation funds, insurance and protection recommendation strategies, income protection, self-managed superannuation, investments and general financial planning advice.
Our Advisers are all highly qualified, committed to ongoing education, and belong to various professional bodies, committing to uphold the code of conduct and ethics as set out for financial advisers.
Don't hesitate to call the team to arrange your obligation free initial appointment.
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3/5 Barbet Pl, Burleigh Waters, QLD, 4220
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