Financial Purpose Wealth

When we first met Werner, he took the time to listen to us and really understand our goals. From there, we worked together to create a clear strategy we could implement to help us achieve them. Every step was explained thoroughly, so we always felt informed and confident in the process. We’re very happy with the guidance and support Werner has provided. More...

Financial Purpose Wealth has taken away the stress and strain of trying to unpack the complex web of Super, Retirement and Capital Gains Tax. My husband and I are so grateful to have had Werner's knowledge and support. He explains everything clearly and listens to us. He answers our questions promptly and ensures we fully understand our options. Werner is very personable and professional and we are at peace knowing our finances are in safe hands. More...

If you're looking for a financial advisor who takes the time to listen and has a genuine approach, I highly recommend having a conversation with Werner to explore if his service is a good fit for you. Werner provided exceptional service throughout the entire process of resetting and up-levelling my financial plan with thorough and expert advice and guidance. He went beyond to ensure I was informed and 100% satisfied each step of the way. I consider Werner a valuable member of my Success Team and trust that he will both look out for my future as well as challenge my thinking when I need it. Thanks Werner, for your support so far, I look forward to building on what we've started. More...

I am heading towards retirement and was becoming confused with the information I was collecting from Google and other retirement research avenues. That was until I thankfully came across Werner from Financial Purpose Wealth. Werner has reviewed my situation with me, and I now feel more informed and have a clearer action plan in place to better prepare my finances for retirement. More...

Working with Werner from Financial Purpose Wealth has been a great experience. He’s helped me set clear financial goals and guided me through the important step of setting up our family SMSF. Werner is always just a phone call or email away, and he's consistently approachable, supportive with his advice. More...

Werner has been fantastic in our wealth journey. From our first meeting, we felt that he is down to earth, knowledgeable, no b*llsh*t and genuinely cares about our situation. He has given us some wonderful insights, including working out a budget for our investment property, gave us tips for our shares portfolio, and analysed our insurance needs extremely thoroughly even though he wasn't our insurance broker. We are grateful for his expertise and can see us working together in the years to come. Thank you Werner! More...

It's been a great experience working with Werner! I was completely new to investing and didn't have any background knowledge, so I wasn't sure I'd feel confident after the sessions. However, the sessions were very interesting and easy to understand! Werner is very trustworthy, understanding, and easy to talk to. Before these sessions I never thought I'd say this but I really enjoyed the process and had fun! Highly recommend More...

Werner is a refreshing take on financial advising and planning.

had a clear yet limited brief on helping with ETF portfolio management. Werner was happy to help on a one time basis for a fair fee. His prep, guidance and analogies gave me the outcome I needed (+ more) within the hour.

Amazing work and will work with again.

Thanks, Werner. More...

So happy we chose Financial Purpose Wealth. They came highly recommended by my accountant who I have known for many years and would only refer someone they trust. Werner is very personable, strategic and a great operator. I have a slightly complex financial structure, owning my own business and he has helped me navigate through any hurdles. My partner and I are very happy and finally feel we have direction for a great financial plan that we can now execute. More...

I’ve really enjoyed working with Werner. He has personalised my financial plan and made me excited about my future.
Werner takes the time to explain concepts and jargon to you. He is passionate and genuine about his work. More...

As we approached retirement, we needed validation that we were truly ready and financially equipped to achieve our long-term goals. Werner Jansen, Founder & Adviser at Financial Purpose Wealth, exceeded our expectations with his professionalism, responsiveness, and patience in answering all of our questions thoroughly.

Using clear and detailed graphs and charts, Werner validated our current financial standing and projected our position through to the age of 90. His insightful analysis brought us tremendous peace of mind, assuring us that we are on track for a comfortable retirement.

We are extremely grateful for his expertise and would highly recommend his services to anyone seeking clarity and reassurance in their financial planning journey. More...

Werner is very easy to deal with. His focus is on understanding your needs, exploring alternatives with you and then helping you to choose the option that best suits you in regards to risk and returns. There is no hard sell. He's straight forward and highly organised and his fees are are more than reasonable compared to other advisors. Before contacting Werner I had no idea what I was going to be doing about setting myself up for retirement. Werner has helped take a lot of the worry of what life will be like in retirement away. More...

I had been looking for quite some time for a financial advisor to help plan for my future and retirement. I never really felt comfortable with any of them, it always felt like I was getting a sales pitch rather than someone who would take an active interest in my finances. Obviously this is an extremely important decision and one you need to get right.
Werner was brilliant from the beginning, took the time to understand where I am now and where I want to get to, then formulated a plan based on my appetite for risk. The entire process was made seamless and more importantly Werner guides you, he gives you some options and you get to pick what's best for you, given your current position and goals for the future.
Highly recommend Werner, absolutely fantastic service! More...

Werner is a fount of knowledge in the financial planning. He is engaging, a great communicator and very generous of his time.
Courteous and professional on the approach, I have found all the solutions in the asset allocation planning. By reducing the taxation portion of my investment's CGT, I am certain my current and future retirement dividends are performing in the best way possible.

I highly recommend Werner as a financial adviser! More...

Great service and advise. Werner is punctual and does what he says he is going to do in a stress free manner. Good communication and easy to understand.

Werner has been energetic and focused in helping us set up our retirement financial planning. He is easy to contact, personable and explains issues with clarity and thoroughness. I feel confident that I can access reports and data readily. Highly recommended! More...

It was a pleasure working with Werner. We started out with some vague ideas regarding our finances but Werner helped us understand our options and we are more confident today about the decisions we are making. Highly recommend!

My partner & I decided it was time we got our retirement plan organised so sourced a number of financial advisers & found Werner of Professional Purpose the most knowledgeable & professional adviser we met. The retirement plan Werner offered gave us the confidence & peace of mind we needed to retire comfortably. Werner is very personable & made us feel our financial future was in good hands. Thanks Werner, we appreciate you & your services & would highly recommend you to anyone looking to secure their retirement and financial future. More...

One of the best things that I did was choosing Financial Purpose Wealth to get advice and guidance on managing my money. It was my first time seeking expert advice and Werner (financial advisor) was very thoughtful, understanding and was invested in genuinely understanding what my goals and concerns were. This allowed us to come up with a strategy that worked for my personal circumstance. I would highly recommend FPW for those looking for expert and thoughtful financial advice and guidance. More...

I have been working with Werner for a few months now. He is always helpful, kind, and willing to go the extra mile for his clients. His suggestions have really helped me work towards my financial goals. More...

After several quotes, I chose to work with Werner to review my Superannuation position. I found his advice thorough and suitable to my needs. The process went very smoothly and all my discussions with Werner were very clear and understanding. Now that the rollover is completed, I am very happy with the service and my position and look forward to an ongoing relationship with the company. More...

It is an absolute pleasure to be guided by Werner.He is very knowledgeable and he gives a 5 star service

Werner is professional and smart. After a short chat, he started asking key questions and gave valuable advices. I look forward to working with him to reach the financial independence goal in the future.

The moment I met Werner I knew he was someone I could trust. I interviewed several financial advisors and generally found out they were too costly or their 'too good to be true offers' had various hidden costs. But that's not the case with Werner. He is a diamond in the rough and as a professional life coach, I advise my own clients to see him when it comes to creating financial freedom. Don't look any further, Werner is your guy! More...

Most financial advisors seem to provide you with a spreadsheet, an invoice and a "see you in 12 months", without providing any real guidance. And a lot can happen in 12 months. That's why it is great working with Werner. He is there every quarter to check in and make adjustments, and he is always available for advice and recommendations when you need them. He understands that with finances you need to plan, but you also need to live.

I have already recommended him to others in my family, and I'd be happy to recommend him to anyone looking for a great financial advisor. More...

Werner Jansen has been very helpful and supportive with my financial advisory matters for the last 3 years or so and since he started his own business also I used him due to that. He is very professional with the advise and thorough. Werner has also been very helpful, empathetic and helped me to obtain trauma insurance and even helped me with forms, did house visits when I had to undergo major surgery recently and still continue to assist me with various financial matters. His company also manages my superannuation fund. I recommend Werner Jansen to anyone with no issue. More...

Werner is very approachable and friendly, he took the time to help me understand the complexities of superannuation and communicated in a none hurried way the path forward. He answered all my questions promptly and accurately. I have no hesitation in recommending him to anyone in need of financial planning. More...

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Reply from Financial Purpose Wealth

Happy to be able to assist you with your well deserved retirement!

I couldn’t speak more highly of Werner, especially the guidance he provides. He is open and honest and genuinely wants to see people succeed in their endeavours. I had no financial knowledge and he made me feel completely at ease the entire journey and I was even able to learn new skills along the way too. I will be forever grateful, thanks Werner! More...

Werner took the time to understand my goals and was very open minded. Also very easy to talk to.

Werner Jansen was great in providing us with some financial advise.
He was very professional and friendly.

I had a desire to take a bit more control of my financial future but needed someone trustworthy to provide me with the essential knowledge, tools and confidence needed to make smart choices. I decided to give Werner a go and I do not regret it at all. He provided all these things and, importantly, gave me space to arrive at my own decisions through my own reasoning. I would recommend Werner’s course to anyone who wishes to strengthen their financial position and increase their likelihood of financial freedom in the future. Thanks Werner! More...

I’ve been working with Werner for 1.5 months via weekly zoom meetings to set my finances up for the long term. So far we covered budgeting, investing in shares and superannuation. I am planning to get further coaching from Werner to learn more about property investing and insurances. Werner has been very responsive and professional in helping me get the foundations right for my financial goals. As someone in their 20s, I am glad I took the big step in seeking out professional financial advice. Highly recommend his service. More...

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Reply from Financial Purpose Wealth

Thanks Sabrina, its been a pleasure coaching you!

I had the pleasure of working with Werner as my financial advisor, and I couldn't be more satisfied with the experience. Werner took the time to understand my requirements thoroughly, and his attention to detail was remarkable. He prepared a range of detailed options tailored specifically to my situation, providing invaluable insight into each one. Werner's expertise and personalized approach gave me the confidence to make informed financial decisions. I wholeheartedly recommend Werner to anyone seeking expert financial guidance. Thank you, Werner, for your outstanding service and dedication to my financial well-being. More...

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Reply from Financial Purpose Wealth

Thanks Jacob, really appreciate your kind words !

Verner has seriously changed my outlook on not only my finances but life! The best mentor I have ever had and challenges me in the right way to think differently about to manage my expenditure. Only 4 sessions in but a lifetime of value out! Can't wait to see where this journey takes me.
Highly recommend to all! More...

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Reply from Financial Purpose Wealth

Ellie you are fantastic to coach! I love our sessions 😊

So far so good, Werner has answered all my concerns and brought forward solutions I never would have thought of alone. He's done all the hard work with forms and companies so everything has been incredibly easy for me.

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Reply from Financial Purpose Wealth

Fantastic to work with you Em!

Werner was an easy going guy who is really great to work with. He communicates well and understands your individual needs!

Werner has provided some useful advices and has provided a contact for a tax agent to maximum my returns.

I have been working with Werner for the past two months and I am very satisfied with his service. Werner is not only knowledgeable and professional, but also very helpful and friendly. He took the time to understand my goals, values, and preferences, and tailored a suitable investment portfolio for me. He also made sure that my Superannuation fund has a risk profile that matches my risk appetite and long-term objectives. Werner is easy to talk to and always responds to my queries and concerns promptly and patiently. He is open minded and encourages me to learn and grow as an investor. I highly recommend Werner to anyone who is looking for a reliable and trustworthy financial adviser. More...

The team at Financial Purpose Wealth are exceptional! They demonstrated deep expertise/knowledge, provided clear explanations, and tailored recommendations to my financial goals. Wouldn't recommend anyone else!

Werner is professional and extremely personable. He is also very pragmatic about how to reach your financial goals which I enjoy and has been extremely supportive in aiding me. You will be very happy with his services. More...

I’ve been working with Werner for a few years now and I can say he has been the best financial planner I’ve had out of the 20+ years I’ve been engaging in financial planning services. Werner’s communication is top shelf and he never leaves you wondering what’s going on or where he is up to. He is responsive and flexible and increasingly supportive to my ever changing needs and goals. Werner respects and celebrates that everyone has different financial profiles and he optimises this for me. I’m looking forward to financial growth and enjoyment over the coming years with Werner’s support. More...

Werner has been an excellent asset to my partners and my wealth creation, the team he has has been superb in communication and expertise. Also Werner has skills in relationship coaching! Haha. My partner and I had some difficulties in the adjustment, with Werner’s help he got us both on the same page. We are now 6 months in and on our way to getting our 2nd investment next year.
Best call I ever made was calling him for help. Thanks legend More...

Our experience with Werner and Financial Purpose Wealth has been incredible. After listening to us and learning about our situation, Werner has helped us with a sound structure and cash flow plan, and is actively helping us achieve our goals. We can't recommend his services enough for anyone looking for financial guidance and mentorship. More...

Coming from someone who had always taken risk with my money, came to realise that there was a lot of past traumas and money habits that came from my upbringing. It wasn't until I started to work with Werner and created discipline in my wealth, I started to see the wealth grow, because I created a new habit and followed a really sustainable system that has now shown that progress is being made and I can see money growing and staying in my bank account. (Plus I am still having fun) AND not being stupid with my spendings. This has been the best decision, not only for me but for my partner. We are also connecting more and more because we both feel safe and stable in our relationship. We are building our future for us and our future family which we both was never possible. Werner makes you feel that you deserve wealth and freedom - even if, your past made you feel like you never could have that. HIGHLY recommend Financial Purpose Wealth More...

I was referred to Werner's independent financial advisory service by my VERY well-trusted mortgage broker. But I was halfway through the Melissa Caddock podcast- So I was a bit wary! Fear not! Werner is passionate about making your money work better for you with the minimum of fuss, with clear explanations, and with thoughtful regard to personal circumstances. I highly recommend Werner's service for WOMEN also. More...