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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
Join Our Group
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.
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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