WP Wealth is unique because there is no fee unless we can first show how our recommendations will benefit you.
We promise to provide clients a truly risk-free financial advice experience by ensuring it NEVER costs to first find out how much our advice recommendations will benefit you.
Verified business
1 customer review
Maree Webb
Financial Advisors
Very professional and friendly. Explanations and advice were provided with ease and confidence. Thank you
What do you love most about your job?
There is the deep satisfaction of knowing we're able to provide simple solutions and absolute certainty that's usually beyond the reach of too many. I love being able to say with absolute clarity what the best advice might be for a given situation. Being able to give 'cut-through' and focus to clients is a great joy because too many don't realize the value of being able to see exactly what they're aiming for.
What inspired you to start your own business?
My ambition has always been to provide a worthwhile service which is recognized at the highest level as that of a true professional.
A source of immense satisfaction is to now hold the formal qualifications, hard won expertise and extensive experience that permits the development of creative solutions which our clients couldn't otherwise solve for themselves.
Why should our clients choose you?
Having spent over four decades honing my craft, I'm now at that point where there's not much that hasn't already been seen or dealt with.
It's taken a while, but we've now built a team of likeminded individuals who have the right combination to deliver you great advice and planning perfection.
Our accumulated knowledge, expertise and experience is what will give you the confidence you've made the right choice for the advice you seek.
Can you provide your services online or remotely? If so, please add details.
Like many businesses, the arrival of COVID19 saw a complete re-boot of how our services get delivered. Conducting online Zoom and Team meetings with clients in every state and many countries is very much our daily norm. In a single day I can have a review meeting in Athens-Greece, go over to Sydney-Australia for technical training and then finish up to address a new inquiry in Singapore or Mount Isa!
So how can we help you?
What changes have you made to keep your customers safe from Covid-19?
Providing a service that is 100% digital is of enormous benefit to all our clients because the risk of direct contact is completely eliminated. We're very grateful to be so fortunate that we can maintain strong relationships and help clients keep progressing to their goals, all the while never putting at risk the health of either our clients or our staff - and that's the way it should be!
Retirement Income Planning
We have unique expertise in helping clients with large amounts of savings:
• To still qualify for Age Pension benefits and the Seniors card.
• Be able to invest in a nil or low-taxed manner.
• Arrange lifelong income that can never run out.
Reduce the inheritance death tax
Our specialty service helps diminish the 17% death tax payable by your beneficiaries when they can no longer be classified as a ‘financial dependent'.
High Income Individuals
Our knowledge, expertise and experience help clients to:
• Identify the money management goals they’re aiming for.
• Learn how to stay focused on their ‘smart spending’ priorities.
• Get greater certainty they’re on track for a ‘better than average’ outcome.
How to aim for better than average
Experience shows that most people struggle to even achieve an average outcome.
Clients love our service style because we use products that have nil entry fees, we take no secret commissions and only charge a single flat fee - all of which adds up to leaving more for you.
