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Perth Financial Advisors

A clear path to financial confidence

Organise, grow and protect your hard-earned money.

Book a phone chat

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.

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Control

Be organised financially and make the most of available opportunities to get ahead.

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Confidence

Take away the worry. Make life-changing decisions with clarity and certainty.

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Balance

Find the sweet spot. Enjoy life now (guilt-free) and continue saving for tomorrow.

Guiding you through the money maze

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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.

About WP Wealth Professionals
Very happy with the service from Mike and team. Practical, solid finical advice.
Ben C.
Ben C.
Definitely one of the more astute and wise decisions i have ever made dealing with Mr Allanson and his entire team , long may it continue , thank you Mike your advise has been absolute gold .
Vuela C.
Vuela C.
Thanks to Mike and his team we're looking forward to a comfortable retirement. We're very pleased with the service we have received.Great advice, detailed explanations and all questions answered thoroughly.
Trevor M.
Trevor M.
Michael and his crew at WP Wealth Management provide an amazing service. Always very friendly and helpful. Michael has such a wide knowledge and has really helped myself and my family to build for our future, Could not recommend him highly enough.
Daniel L.
Daniel L.
Mike with his team guide me through the financial maze with encouragement and patience. Response times are prompt and aspects (re)explained when needed. I now look forward to retirement with confidence.
Marlen L.
Marlen L.
Very organised and professional team with a great understanding for the client and there financial goals love these people 👌❤️
Mark W.
Mark W.
Mike has been helping me with financial advice for 20+ years. He is so patient with me and explains the details so clearly. I am very pleased with the service I have received. I highly recommend WP Wealth Management.
Jay A.
Jay A.
Mike and his team have looked after my financial affairs in excess of 20 years. great to deal with with excellent service
david M.
david M.
Great advice, detailed explanations and all questions answered thoroughly.
Marsha A.
Marsha A.
Love seeing clients live happy lives, free of financial concerns.
Amanda O.
Amanda O.
Mike, Amanda and Merle are wonderful. The best investment we ever did was go with WP Finance. Highly recommend
Stacey G.
Stacey G.
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Grab opportunities available to you

We untangle financial complexity to help you come unstuck with your money.

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FIFO workers

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.

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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.

Book a phone chat

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

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1. Book a chat

Schedule a free 15-minute introductory phone call to see if we're the right fit to help you.

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2. Make a plan

We help you identity what you want to achieve in life and build a financial plan to get you there.

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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.

Book a phone chat

Get in touch

WP Wealth Professionals
Perth Financial Advisors

Office hours:
Mon - Fri: 8:30am - 5:30pm
Appointments outside these times by arrangement.

  • 08 9401 3511

  • admin@wpwealth.net

  • Suite B3A, 32 Endeavour Rd
    Hillarys, WA 6025

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WP Wealth Professionals Pty Ltd
ABN 22 655 645 999
AFSL 537458
Suite B3A, 32 Endeavour Rd
Hillarys, WA, 6025

Information provided on this website is general in nature and does not constitute financial advice. WP Wealth Professionals will endeavour to update the website as needed. However, information can change without notice and WP Wealth Professionals does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time. Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. WP Wealth Professionals does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, WP Wealth Professionals, its employees do not accept any liability for any error or omission on this web site or for any resulting loss or damage suffered by the recipient or any other person. Unless otherwise specified, copyright of information provided on this website is owned by WP Wealth Professionals. You may not alter or modify this information in any way, including the removal of this copyright notice.