Our Services
At Wealth Partners we cater to a range of personal finance needs. Choose the service that's right for you.
Wealth Partners Connect
General Advice, delivered digitally. You can access a financial adviser without the obligation of an ongoing relationship and only pay for the time you meet.
Wealth Partners Protect
Our national adviser network can arrange to provide personal advice for the best insurance products and guide you through the process of application, underwriting and can determine the appropriate amounts of cover you need.
Wealth Partners Select
Private and personal advice to look after your holistic needs throughout all of life’s stages. A personal relationship and with your own dedicated adviser.
Wealth Partners Solutions
We offer a range of services for your finance and wealth advice requirements.
Personal Protection Insurance
Life Insurance, Total and permanent disability cover. Income Protection. Policies. Trauma Cover. Claims and Business Key Person Policies
Taxation Planning
Structuring, strategies and investments for wealth creation and estate planning. Managing Tax implications of investments and timing for investment and divesting assets.
Self Managed Superannuation Funds
Specialist advice for SMSF's and ongoing advice to assist with the compliance of obligations and investment strategies for members.
Investments & Superannuation
Strategic advice that stands the test of time for all stages of life. Wealth creation vehicles and strategies. Salary Sacrifice, Transition to retirement, shares, managed funds, term deposits.
Initial Consultation at Our Cost
Find out about advice and options that are available. Meet with a Wealth Partners Adviser and discover how we can help you plan for the future you want.
Retirement Planning
Preparing for a certain future, starting now. Strategies for funding your lifestyle so that you can enjoy retirement while managing the legislative landscape.
We are delivering advice digitally during Covid-19
The pandemic has caused significant market volatility. We understand how easy it can be with restrictions in place and wanting to be Covid-Safe to neglect important things like financial matters. Our team can meet with you virtually via video conference and have digital signature apps available. It is important now more than ever to make sure that you review your portfolio. Make an appointment today.
Wealth Partners Education Centre
We believe that knowledge is power when it comes to decision making about your future. We have collated and assembled the most straight forward eduction for our clients.
Investments & Wealth Creation
Estate Planning
Finance for millennials
Self Managed Superannuation
Tax Minimisation
Covid-19
Superannuation
Personal Protection Insurance
Retirement Planning
Budgeting & Finances
Life Events
What our customers say
