Why we do
what we do
Too many people leave their financial future to chance, sadly never reaching their potential.
We're on a mission to change that.
We want to educate and guide more Australians to get organised with their money, so they can grab life's financial opportunities and feel confident and optimistic about their future.
We build long-lasting relationships with our clients, constantly reviewing and reconsidering to adapt to life's ups and downs.
A clear path through the labyrinth
When it comes to managing money and building wealth, there is a constantly shifting labyrinth of regulations and decisions that you have to navigate. We know it's overwhelming, which is why so many Aussies feel stuck.
We unravel the complexities of your financial situation and regulations to lift the fog and give you clarity and direction.
We explain things in everyday language so you can make informed decisions, understanding exactly how everything works: no jargon or financial buzz words.
We don't settle for average
At the heart of everything we do is an unwavering commitment to delivering a better-than-average outcome for every client.
It's the reason we're self-licensed, so we can provide advice that focuses on you, not financial products. Employing smart strategies with smart management and good planning, means you can’t help but be aiming for a better-than-average outcome.
Meet our team
How we do what we do
WP Wealth has developed the perfect trifecta for delivering high-value client outcomes. We embrace ‘elegant simplicity’ by uniquely focusing on client circumstances through three lenses:
we look at your wealth strategies
We see to it that you have a plan to keep within a budget, pay off debts quicker than you thought possible, build wealth like a professional, save money on insurance premiums and your legals are well organized (wills, etc).
We sort your investment management
Most people we see struggle to get even an average earning rate – we aim to put you on target to do better.
We review your tax planning
There’s simply no point earning good money and paying more to Canberra than you need to, just for lack of a plan. WP Wealth is uniquely skilled in providing personal attention and professional savvy.
Experience, service, and results are what stand WP Wealth apart from other advisory firms.
Have been assisted by Michael for over 30 years and highly recommend him. The ease in which he assisted me into retirement was amazing.
Laurette L.
Been with Mike for many years,he’s very friendly and honest.
vicki B.
We have had the team at WP Wealth handle our financials for a number of years couldn't recommend them more.
Kim and R.
Michael has helped my husband and I navigate our way toward retirement with beneficial advice on how we can manage the next stage. We are also more confident managing our finances with the help and advice Michael and his staff have given us. A visit to the office also gets a lovely cup of tea and good conversation. Cant ask for much more than that.
gemma M.
Great Service and good planning
andrew B.
We were referred to Mike way back in 1999 and became clients shortly afterwards. During this relationship we have felt completely comfortable with our financial affairs and insurances in Mikes more than capable hands , i dread to think where we would be without his experienced advice . I thoroughly recommend him and his amazing team .
Linda H.
Mike and the team are great! From the moment I stepped in the door I knew I was going to be looked after. The check-in calls are a very personable touch and keep me updated.Wouldn't go anywhere else!
Karl W.
Very happy with the service from Mike and team. Practical, solid finical advice.
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.
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.
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.
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.
Very organised and professional team with a great understanding for the client and there financial goals love these people 👌❤️
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.
Mike and his team have looked after my financial affairs in excess of 20 years. great to deal with with excellent service
david M.
Great advice, detailed explanations and all questions answered thoroughly.
Marsha A.
Mike, Amanda and Merle are wonderful. The best investment we ever did was go with WP Finance. Highly recommend
Stacey G.
