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. And through active investment management, we aim for returns above the industry average.
Values that guide us
When visiting our office, you will see pictures of the four virtues on the wall.
We are mindful the classical principles of philosophy and theology are as relevant today as they were thousands of years ago.
Fortitude
We believe in having courage to confront life's uncertainties
Justice
We live honestly by respecting those around us.
Prudence
We seek wisdom to make the right choices at the right time in life.
Temperence
We value restraint and self-discipline in life.
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.
Love seeing clients live happy lives, free of financial concerns.
Amanda O.
Mike, Amanda and Merle are wonderful. The best investment we ever did was go with WP Finance. Highly recommend
Stacey G.
