<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1210540665669351&ev=PageView&noscript=1" />

Investing

Wealth Planning Partners

4 Reviews
(07) 5593 0855

Level 1 232 Robina Town Centre Dr

Robina, QLD, 4226

Level 1 232 Robina Town Centre Dr

Robina, QLD, 4226

Wealth Planning Partners

Assisting Clients with The WPP Way: Secure. Build. Succeed.

The Advisers at Wealth Planning Partners have been taking care of their clients financial planning and insurance needs for over 30 years.

As a well-established Gold Coast based firm, with a long history of doing business with the local community, we've worked hard to build a solid reputation. We assist clients both locally and Australia-wide with "The WPP Way" to help you Secure, Build and Succeed.

Our focus is to ensure that all you've worked hard for is well covered via asset protection strategies and that long and short term financial goals are met with a clear plan. Clients range from singles to couples, families and hard-working business people to pre-retirees and retirees.

Financial Planning is the foundation of your financial future and represents the difference between creating your financial future, and simply allowing it to happen.

If you want a sound financial future you need good overall advice, not bits and pieces of advice from a range of sources that may not fit together.
Financial planning gives overall advice in a financial plan that will:
1. be based on your objectives
2. meet your needs
3. minimise tax, and
4. minimise financial risk

Your financial plan will show you what you need to become financially secure and what assistance you will need from other advisers (your lawyer or accountant) to implement the plan strategy.

We can assist with superannuation consolidation and comparison of superannuation funds, insurance and protection recommendation strategies, income protection, self-managed superannuation, investments and general financial planning advice.

Our Advisers are all highly qualified, committed to ongoing education, and belong to various professional bodies, committing to uphold the code of conduct and ethics as set out for financial advisers.

Don't hesitate to call the team to arrange your obligation free initial
...read more

Contact details

Visit website Email this business
(07) 5593 0855
80114978442
114978442

Services

  • Investment Trusts
  • Shares
  • Asset Management
  • Rollovers
  • Business Investments
  • Investor Events
  • View more (5)

Opening Hours Detail

  • Appointments Available
  • Closed Public Holidays
  • By Appointment (Only)
  • Flexible Hours by Appointment

Brands

  • AIA
  • AMP
  • Asteron
  • CommInsure
  • MLC
  • TAL
  • View more (4)

Downloads

Payment options

  • MasterCard
  • BPay
  • Direct Deposit
  • EFT
  • EFTPOS
  • Visa
  • View more (2)

REVIEWS (4)

Very good
4
Good
0
Average
0
Poor
0
Very poor
0

Tell people what you think.

Help others by sharing your experience with this business.

Matt Cassa
OVER 5 years AGO

I've used Wealth Planning Partners for years now. Just recently used them to set up a Self Managed Super Fund and found them to be very professional and efficient. I would highly recommend their services.

ruskiedog
OVER 6 years AGO

Wealth Planning Partners have helped me plan for my financial future, saved me money and provided me with expert Superannuation advice. Great people and very good service.

rockalot
OVER 7 years AGO

WPP have been my Advisers since in moved to Qld in 2002 and have looked after me through many different stages and changes in circumstances over this time. Amanda has always been very professional and their work is always in my best interest. I have no hesitation in recommending WPP to any looking for good financial planners.

OTHER NEARBY SERVICES

  • sponsored listing
    Hairdressers 0.14 km

    La Sainte

    Robina
    47 Reviews
  • sponsored listing
    Medical Centres 1.07 km

    Robina 7 Day Doctors

    Robina
    32 Reviews
  • sponsored listing
    Counselling & Mental Health 1.64 km

    Integrated Health Specialists

    Mudgeeraba
    30 Reviews

    Closed until Tuesday

    9:00 AM - 5:00 PM

1 2
BESbswy