Money can be
Let's change that
When you're busy juggling the everyday responsibilities of life it's easy to end up financially disorganised, with no clear picture of what lies ahead.
You want to enjoy yourself now and look to the future with excitement. But financial uncertainty is holding you back, and you feel overwhelmed by all the information buzzing around about investing and retirement planning.
At WP Wealth Professionals, we want to replace your money mayhem with financial confidence.
Be organised financially and make the most of available opportunities to get ahead.
Take away the worry. Make life-changing decisions with clarity and certainty.
Find the sweet spot. Enjoy life now (guilt-free) and continue saving for tomorrow.
Guiding you through the money maze
We know there is a labyrinth of complicated and ever-changing regulations around investing, super, tax and government entitlements. It's overwhelming and a big reason why so many Aussies feel stressed and stuck when it comes to their money.
At WP Wealth professionals, we guide you through the money maze with encouragement. We help you achieve your potential by uncovering your financial blind spots and showing you what's possible.
With over four decades of experience, we are self-licensed, providing advice that’s in your best interests, and are 100% transparent about our yearly fixed-fees: no surprises, lock-in contracts, or unexpected charges.
We build long-lasting relationships with our clients who tell us they feel 'financially confident' because they have someone they are familiar with, someone who understands their circumstances and someone they can trust.
Grab opportunities available to you
We untangle financial complexity to help you come unstuck with your money snags.
You want to make the most of your FIFO income to create financial security for you and your family. We'll help you map out what life looks like after FIFO and give you a clear path to get you there. You can enjoy the fun times now, confident you're making smart financial choices for your future.
Preparing for life after work
You'd like to wind down or clock off completely from work in five years or less. The financial moves you make in the next few years will determine what your life looks like in retirement.
Reaping the rewards in retirement
You're enjoying the things that you never had time for before. Make smart choices to create a secure income, minimise your tax and maximise Centrelink entitlements. So you can continue living it up in retirement without worrying about every dollar you spend.
Making money moves based on guesses, gut instinct, or advice from your mates is like playing a game of darts with a blind-fold on.
We take the guesswork out of organising, growing and protecting your hard-earned dollars.
Get the direction you need for your money
1. Book a chat
Schedule a free 15-minute introductory phone call to see if we're the right fit to help you.
2. Make a plan
We help you identity what you want to achieve in life and build a financial plan to get you there.
3. Enjoy life
Feel confident that you're making the most of your financial situation to enjoy life now and in the future.
Our office is located in Hillarys, Perth with plenty of onsite parking.
We can also meet with you online if you can't make it to the office.