Our Services
We Offer Your Initial
Consultation At Our
Expense
We have an office in the Eastside Building at Robina on the Gold Coast, and look forward to your visit. You will receive an obligation free, initial consultation at our expense to meet, discuss your goals and review your situation with one of our professional and qualified financial advisers. We provide a fee for service or commission offering with no hidden costs. Any fees will be advised up front in a transparent manner prior to proceeding…
Superannuation
Retirement
Risk insurance
Financial Services For Women
Investment
Financial Advice
Estate Planning
Socially Responsible investing
Superannuation
Retirement
Risk insurance
Financial Services
For Women
Investment
Financial Advice
Estate Planning
Socially Responsible investing
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:
• be based on your objectives
• meet your needs
• minimise tax, and
• 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 (eg. your lawyer or accountant) to implement the plan strategy.
Head Office
P.O Box 3592, Burleigh Town, QLD, 4220
Contact Us
Phone: 07 5593 0855
Email: info@wealthplanningpartners.com.au
Office Hours:
9am - 5pm Monday to Thursday
9am - 3pm Friday
(Other appointment times by request)
Registration
WPP Licensee Services Pty Ltd
P.O Box 3592, Burleigh Town, QLD, 4220
Robina, QLD, 4226
AFSL No. 530393
ABN# 76 649 079 998
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