A brief introduction to Wealth Partners.

Wealth Partners started as a boutique advice practice and were with three licensees before becoming self licenced. Efficiency was the driving force in this decision as we wanted the freedom and autonomy to be able to use technology and AI to streamline the advice process and build efficiency. This enabled us to raise the ceiling on our servicing capacity and grow as a company and it resulted in very happy and engaged clients and a highly compliant culture. We wanted our advisers to be servicing their clients instead of being burried under mountains of paperwork and compliance red tape.

Our key objectives are to deliver efficiencies that enhance profitability and simplify compliance. We believe that the old model of Licensee is stale, counter productive to achieving real growth and increases the risks associated with providing advice in this modern era. We are poised for the next round of FASEA and Fofa changes and provide a highly efficient and supportive framework for advisers who have the desire and discipline to do what it takes  every day to be sucessful. We uphold ourselves and our group to live and breathe being the best of breed in everything that we do.

80+

Clients

15+

Advisors

15yrs

Experience

$300k

Transacted

About our three client service offerings.

Wealth Partners Connect

Wealth Partners Connect is a General Advice offering, delivered digitally, allowing access more affordably to a financial adviser without the obligation of an ongoing relationship. Clients only pay for the time they meet with an adviser upfront via PayPal in meetings booked via schedule once (or similar) in 15, 30 45 or 60-minute increments.

Wealth Partners Protect

Wealth Partners Protect is a FoFa -proof service offering designed for clients with simple needs andusually involves the main motivation for seeing an adviser being driven by the need for insurance cover. Client’s are charged an upfront fee in addition to any insurance commissions. They are not charged an annual ongoing fee but will be offered an annual review and can take up additional services for fees throughout the year.

Wealth Partners Select

Wealth Partners Select is the premium service offering and is designed for clients who have a high level of engagement and a need for annual financial advice and services. Clients who take up this service are hand selected and it is not available to everyone. In an industry rife with fees for no service the worst thing an adviser can do when engaging a new client is to over-promise and under deliver.

Download the full services document

Experienced broker of choice for leading international and domestic investors seeking the in class local expertise.

Your goals are unique, so your investment guidance should be too. We take the time to listen and understand what matters most to you before helping you develop and manage your investment strategy. We offer a broad range of products and services to help you.

The leading independent trusted advisor for sourcing, structuring and executing and capital market transactions.

We offer a broad range of products and services to help you pursue your financial goals, and we can help you choose the right approach. Your goals are unique, so your investment guidance should be too. We take the time to listen and understand your investment strategy.

What we are looking for from you:

  • Highly Customizable Design
  • Pre-Built Pages and Sections
  • Clean Design
  • Extensive Theme Options
  • Top Notch Quality
  • Responsive Design
  • Tailored advanced Page Builder
  • Seo Optimised
  • Outstanding Customer Support

  • Highly Customizable Design
  • Pre-Built Pages and Sections
  • Clean Design
  • Extensive Theme Options
  • Top Notch Quality
  • Responsive Design
  • Tailored advanced Page Builder
  • Seo Optimised
  • Outstanding Customer Support

  • Highly Customizable Design
  • Pre-Built Pages and Sections
  • Clean Design
  • Extensive Theme Options
  • Top Notch Quality
  • Responsive Design
  • Tailored advanced Page Builder
  • Seo Optimised
  • Outstanding Customer Support

I'm looking for individuals that are professional, have a strong degree of business acumen, emotional intelligence, ambition and passion and most importantly have a real commitment to clients.
Stephanie Ferguson — Director, Wealth Partners Holdings.

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