A goal without a plan is

Just a wish

 

ABOUT US

It's common to put off making investment and financial planning decisions. But you need to take control.

WPFS can provide you with the best weapon for taking control - Choice !

Everything we do at WPFS is designed to challenge the traditional with an efficient, professional and most of all simple and easy approach to financial planning that will leave you with a better financial planning solution.

* Corporate Authorised Representative of:

Australian Financial Solutions Group - ABN 78 832 913 439 AFSL 341401

OUR SERVICES

RETIREMENT STRATEGIES

Personalised advice and strategies for a smooth transition into retirement.

Pre & post retirement strategies to ensure your financial security in retirement.

WEALTH CREATION STRATEGIES

A diversified range of managed share & property funds, direct shares and other investments to increase your wealth creation potential.

Providing advice on the implementation & ongoing maintenance of DIY Superannuation investment strategies.

Assist you to analyse your current spending patterns to determine any opportunities available with your 'surplus or shortfall'.

Provide you with options and alternatives to minimise your various tax liabilities, look for any available 'tax advantages' and ensure that your super & investments are structured correctly.

INSURANCE POLICY ANALYSIS

An analysis of your current situation to provide lump sum funds in the event of your accident, illness or untimely death.

Researching approved insurance policies for specific suitability and cost effectiveness to match your personal situation.

 
 
 

WHAT PEOPLE SAY

“Michael has been our planner for over 10 years and he has been available to us whenever we need to call on him. We have found Michael and his staff to be professional and efficient in the provision of services and would not hesitate in recommending them to my friends” 

—  Lew & Hilda Hughes