Plan your financial journey with us
Create the independant future that you deserve
Let us safeguard your wealth and secure your family's future
Lay the foundation for the lifestyle you are able to maintain in retirement
Attain immediate and long term investment goals
Broaden your property portfolio
How do I give my assets to my intended beneficiaries in a tax effective manner
Maximise your financial position, provide improved security and preserve your existing assetsLearn More
Establish clear goals, make plans and implement strategies, review your plans on a regular basisLearn More
Faith that we act in your best interests by advising on a purely independent basisLearn More
Identify goals and priorities
Your Wealthplan Financial Planner will need to gather as much information about your current financial situation as possible, including details of your income, debt level, superannuation, life insurance and other committments.
Here we offer generic options for clients to select the best approach for them.
Written Plan (Statement of Advice)
A detailed Statement of Advice is presented at this meeting with recommended strategies (i.e. Investments and insurances) to meet client needs. No formalised plan is to be prepared if no client benefit is to be achieved.
Agree/adjust the recommended approach
Once the approach is signed off (i.e. Meeting 4), investments are placed and the implementation of your financial plan commences.
Annual/half yearly review
Any adjustments to the financial plan are made here to ensure continued relevance in changing personal, legislative and economic environments.
We want to be your financial planner for life and our range of services ensures that we meet all of your financial needs
Preparing a strategy to ensure you live a good quality of life during your retirement. We can help you prior to and during the retirement stage
Protect your estate and the interests of your beneficiaries in the event of your death
Invest your hard earned money in different asset classes that align with their investment objectives
The superannuation benefits that you receive will lay the foundation for the lifestyle you are able to maintain
Be the trustee of your own Superannuation fund, specifically tailored to meet your individual needs
Peace of mind knowing that the direct shares recommended for you are based on comprehensive & independent research
Establish a plan to replace your income & protect your home & family members in the event of illness, injury or premature death. Your lifestyle need not change because your ability to earn income has
People who invest in property set up income streams that will serve them well into the future
Lvl 1, 175 Boronia Rd, Boronia VIC 3155