A trusted partner for your financial journey
WMP has been dedicated to steering West Australians toward a more secure retirement since 2003. Our enduring relationships, with some clients staying with us for over 15 years, speak volumes about the trust we've built.
Embarking on the path to financial advice often involves finding a reliable and understanding adviser—a challenge we recognise. Discover the sentiments of our current clients who have chosen WMP as their financial guide.
Is it time to talk about your retirement?
We always look forward to our appointments with Bruce. His friendly approach and knowledge of the industry make our meetings very pleasant.
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It is always a pleasure & very comfortable chatting with Janusz.
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WMP are always available between yearly meetings for discussion on any current concern. It's good they continue with the old bonus of good coffee at each meeting!
I lost my wife to HD and cancer 15 months ago. I had of course notified my advisor, Troy Hartley, and he was very knowledgeable and helpful. However, the nicest touch from him was that he turned up for my wife’s funeral, very much appreciated!
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Dealing with Janusz was as expected, friendly and professional. After my last advisor Janusz is gives me a great deal of confidence.
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Lisa was well prepared and explained the recommended changes to out financial plans in easy to understand language. We were impressed with the follow-up she did after our previous appointment. It has been a good start to our professional relations with Lisa Smith.
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