Take Control of Your Financial Future — with Confidence
At WP Wealth Professionals, we believe great financial advice should prove its value before it costs you a cent. That’s why we’re one of the few advisory firms that charges no fee until we can show exactly how our strategies will benefit you.
Show more
Verified business
8 customer reviews
Susan Cosgrove
Thank you Amanda for your clear and helpful professional advice regarding my superannuation.
Reviewed on Google Maps
Jay Adlam
Mike has been helping me with financial advice for 20+ years. He is so patient with me and explains the details so clearly. He has helped me navigate my changing circumstances and shown me how to prepare for the future. Giving me peace of mind. More...
Reviewed on Google Maps
Tiffany Shepherd
I've been with Michael and his team for over 15 years now. They are very knowledgeable and helpful in planning for a more secure future. Yearly reviews keep me on track and informed and im so glad I found Michael and his team to do the work for me. More...
Reviewed on Google Maps
Marie
Financial Advisors
I contacted WP Wealth through BARK to help manage our finances as we approached retirement. Our experience has been very positive. The advice we received was delivered with great professionalism. Our concerns were addressed with great understanding that gave us confidence. We are already enjoying the benefits of our financial planning. We highly recommend Michael and his team at WP Wealth. Special mention to Linh who has been wonderful in supporting us every step of the way in planning our financial goals. More...
Reply from WP Wealth Professionals Pty Ltd
Awesome Ms Marie and very grateful you found the WP team able to deliver. Looking forward to helping you keep living the wonderful life you want :-)
simon leschen
Mike and his team offer exceptional service and are very knowledgeable and helpful when it comes to future planning!
Reviewed on Google Maps
Maree Webb
Financial Advisors
Very professional and friendly. Explanations and advice were provided with ease and confidence. Thank you
Reply from WP Wealth Professionals Pty Ltd
Hey Ms Marie - a real pleasure to be of service and help you get on target for exactly what you want to be aiming for. Sincere bests for the 'Best Retirement Evva!' ;-)
Irene Wilkins
--- I have been incredibly satisfied with my superannuation company's services. I have been with them since 2016.Their customer support team is always responsive and helpful, making the whole process stress-free and straightforward. The investment options they provide are diverse, and their performance has been consistently impressive. I feel confident and secure knowing my retirement savings are in good hands. I highly recommend them to anyone looking for a reliable and efficient superannuation provider. Irene🍀 ☘️ --- More...
Reviewed on Google Maps
Kerry Williams
WP Wealth Professionals have been managing our super for 10 years now and we would highly recommend them to anyone. We know that our financial situation would not be as it is today without the amazing help of Mike Allanson and the team. Mike is always friendly, helpful and knowledgeable. It is a pleasure to deal with him and we cannot fault his highly efficient service. More...
Reviewed on Google Maps
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.
