Wealth Management Partners 106 Burswood Road, Burswood, Western Australia 6100
About the Business
Welcome to Wealth Management Partners, a leading financial institution located at 106 Burswood Road in Burswood, Western Australia. As an establishment specializing in finance, we are dedicated to providing top-notch wealth management services to our valued clients.
At Wealth Management Partners, we understand the importance of retirement planning. That is why we have a team of experienced and knowledgeable financial planners who specialize in this area. Our commitment to excellence is reflected in the testimonies of 20 ex-police officers who have shared their positive experiences with us. Their trust in our services speaks volumes about the quality of our work.
As corporate authorized representatives of Mont Partners Pty Ltd, Australian Financial Services Licensee number 511061, we adhere to the highest standards in the industry. Our registered office at 106 Burswood Road serves as the hub of our operations, where our dedicated team works tirelessly to ensure that our clients receive the best possible financial advice and support.
Under the business name Wealth Management Partners (WMP), both Wealth Management Partners Pty Ltd and WMPWA Pty Ltd operate as authorized financial planners in Perth, Western Australia. Our goal is to assist individuals and families in achieving their financial goals and securing a prosperous future.
We understand that each client's financial situation is unique, which is why we emphasize the importance of personalized advice. The information provided on our website is general in nature and may not be suitable for everyone. We encourage you to seek personal financial advice that is tailored to your specific circumstances before making any decisions.
If you are looking for a reliable and trustworthy partner to guide you through the complexities of wealth management and retirement planning, look no further than Wealth Management Partners. Contact us today at (08) 9368 6030 or email us at [email protected] to schedule a consultation. Our team of dedicated professionals is ready to assist you on your financial journey.
Photos
Location & Phone number
106 Burswood Road, Burswood, Western Australia 6100, Australia
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"My husband and I applied for our first mortgage through WMP Finance and honestly couldn't be happier. From beginning to end we were provided with extremely high level of service and care from Allan, Aleisha and the team. With clear and consistent communication throughout the entire process we felt that WMP had a real personal and tailor touch. We highly recommend WMP Finance."
"My wife and I applied for our first mortgage through WMP Finance and we couldn't be happier with the process. Allan, Aleisha and the team made the entire process simple and stress free, with clear communication. We purchased our house during the Christmas period and the team at WMP went out of their way to ensure everything ran on schedule. We highly recommend WMP Finance."
"We have been using the Wealth Management Partners for approximately 20 years now and have been extremely happy with all the services they have provided us. My wife and I were totally unsure that the strategy for retirement we had adopted would be suitable to meet our future financial needs, realising we needed professional help we looked for a company who could offer this. We first entered WMP's offices with great trepidation, however, we were soon put at ease by the professionalism and knowledge of the subject and after discussions and analysis we were able to select a structured portfolio which we have not regretted, seeing our savings for retirement grow handsomely over that time in spite of the GFC and stock market fluctuations. Our portfolio manager Adrian has also been able to offer guidance to us on other financial matter which could have a detrimental impact on our savings, such as Power of Attorney, Wills and such. We have recommended the services of Adrian and WMP to a number of our friends and family. I am happy to recommend their services to others also!"
"My wife and I have been dealing with WMP since 2012. Still remember the first meeting with Adrian,we were put at ease,all of our questions answered and there many. We walked in the door apprehensive and walked out knowing our finances were in good hands.A statement of advice which outlined a number of strategies and recommendations to assist in achieving our lifestyle goals was provided. An Annual Review is carried out where we still receive Honest and Professional advice that suits our financial position.You are made feel part of the family the moment you enter, THE SMILE,THE HANDSHAKE still the same as the first meeting."
"We have been working with WMP for 18 months and have found the team to be very helpful, friendly and professional. We have been able to take better control of our finances and it has been very easy to implement the systems and changes they have recommended. We feel optimistic about our financial future and that with their guidance we will be able to achieve our goals."
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