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
Awesome dealings with the team at Wealth Partners. Whether dealing with superannuation, life insurances or complex investment strategies, Stephanie and the team offer a friendly professional service with clear and precise strategies for future wealth growth. So pleased to have had Wealth Partners recommended to me by a friend, I'll continue to recommend them to all of mine!Jason Benseman, Wealth Partners Select Client
Stephanie, Andrew and the rest of the Wealth Partners team have provided excellent advice on Superannuation, investements and Life insurance options. With personal tailored solutions for your individual needs and and with regularly high interpersonal communications, I cannot recommend the team at Websters Wealth partners highly enough.Mick Slattery, Wealth Partners Select Client
Even throughout the rare situation of COVID, the team were so proactive and contacted me with proactive and critical information that helped support my business, so that we were able to evolve and adapt and grow. When you choose Wealth Partners, you are choosing an agile & responsive team for life. They have your back.Jacklyn Bright, Wealth Partners Select Client
Stephanie and her team have been advising us on our investments for the last 8 years and have helped us in a very professional and friendly way to plan for a comfortable retirement. Recently, with covid19 restrictions in place, we have been able to have online video meetings and have received very helpful advice about optimising our finances in the current situation. Stephanie is always on top of what is happening and attentive to individual circumstances. We're very glad that she's looking after us.Alison McMillan, Wealth Partners Select Client
The team at Wealth Partners have been looking after our superannuation, investments and life insurances for over 9 years now. Stephanie and her team are always available when I call and are always there to explain in basic terms anything when needed. They have helped us build our wealth over the years with ideas and strategies and when my husband had an accident, they handled all of the dealings with our insurance to make sure he got his maximum claim. They also took on my father case when he went into retirement. Dealing with Centrelink and all the advice and guidance needed to ensure he is living a comfortable and long retirement. I cannot speak more highly of them. They truly know their stuff.Kate Filmer, Wealth Partners Select Client
Latest News & Updates
October 13, 2020
What the 2020 Federal Budget means for you
2020 Federal budget overview As widely anticipated, the announcement included bringing forward personal income tax cuts…
September 18, 2020
What is General Advice
General advice is a type of financial advice in which advisers can provide advice to clients without having taken into…
September 18, 2020
Group Cover Versus Retail Cover
Group Insurance is a pooled insurance product offered by a Superfund or employer to a group of people. The agreement is…
July 26, 2020
Insurance and Coronavirus: The Latest Updates
It is virtually impossible to not be aware that COVID-19 virus has had a huge impact on pretty much all aspects of…