About Wealth Planning Partners
If you are looking for anything from a life insurance policy to a comprehensive financial plan, then we are the firm for you.
Our Advisers specialise in assisting those in small to medium enterprise to put together their insurances in the most tax effective manner, combine superannuation funds and start investing.
We assist you to protect what you've already worked so hard for, and put more away for the future.
Products include:
Strategic Advice and Planning on fee for service basis
Life Insurance
Trauma Protection
Total Permanent Disability Protection
Income Protection Insurance
Business Expense Cover
Key Man, Partnership & Business Insurances
Superannuation & Self Managed Superannuation Funds
Managed Funds and Securities
Allocated Pensions
Gearing Strategies
Agricultural/Tax Effective Investments
Referrals also available to Accountants, General Brokers, Business Advisers and Mortgage Coonsultants.
Opening hours
- Mon - Fri
- 9:00 AM - 5:00 PM
- Sat - Sun
- Closed
In home visits are available after hours if required.
Payment options
Visa, MasterCard, Invoice, Cheque, Direct payments to Product Providers and Macquarie CMA also available