Your Financial LifePath.
We’re all on a journey through life – a journey that takes us each on a unique path. The decisions and choices we make resonate with consequences— good and bad —to form the path that our life follows.
Nobody plans to fail, but often they fail to plan. The outcome of this is a lower level of confidence about one’s ability to achieve their lifestyle goals and financial objectives. For the majority though, many of those life goals are never achieved.
WMP’s team of financial planning consultants draw on your journey along the financial life path to develop a strategy that creates and builds wealth for your financial future. We do not prescribe a fixed strategy, but evaluate the opportunities and risks that can be considered along the way.
Wealth Management Partners Client Process
Many people are unfamiliar with the process of receiving financial advice and as a result perceive the process to be complicated or daunting. This means the vast majority of people fail to benefit from the value that good advice can deliver. At Wealth Management Partners we understand these concerns and strive to make the advice process simple, transparent and enjoyable.
To help you understand how we will work with you, we have outlined below the six steps that you will experience when you work with us.
At Wealth Management Partners we believe in comprehensive financial advice that is both professional and individual.
We provide strategic advice that’s right for your circumstances. To do this, we first of all gain an in-depth understanding of what it is you value and what it is about money that is important to you. We then discuss and understand your personal lifestyle goals, objectives and current financial position. It is only then that we will explore if and how our financial advisory services can add value to you.
The individually tailored advice provided by Wealth Management Partners includes:
- Insurance and personal risk management
- Personal succession and estate planning
- Retirement planning
- Income planning
- GESB advice
- Centrelink advice
- Investment strategy and portfolio construction/implementation
- Tax planning
- Business advisory services
- Property investment advice
- Cash flow and money management