Investments

Investments from Wealth Planning Partners

By: Wealth Planning Partners  08-Nov-2010
Keywords: Financial Services, Investments, Wealth Creation

 No matter how much or how little money you have, financial planning is about making the most efficient use of the money that you have. We have access to the latest information from key market sources.

We provide access to the following investments:

  • Australian Equities
  • International Equities
  • Cash/Fixed Interest
  • Term Deposit Facilites
  • Property Trusts
  • Hedge Funds
  • Deferred Purchase Agreements
  • Socially Responsible Investments
  • Master Trusts & Retail Funds
  • Self Managed Superannuation Funds

Keywords: Comprehensive Financial Planning, Effective Investments, Finance, Financial Advice, Financial Insurance, Financial Planning Consultants, Financial Services, Fund Managers and Risk, Funds Under Administration, Investment Advisory Service, Investment Strategies, Investment Strategy, Investments, Managed Funds, Margin Lending, Master Trust, Non Super Master Trusts, Planning Consultant, Self Employed, Super Master Trusts, Tax Effective, Tax Effective Investment, Tax Effective Investments, Wealth Creation, Wealth Planning, Wealth Protection

Other products and services from Wealth Planning Partners

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03-Jul-2013

Public Speaking on Financial Services

Public Speaking and Presentations available to cover all aspects of Financial Planning and Insurances, tailored to your audience.


Margin Lending from Wealth Planning Partners thumbnail
08-Nov-2010

Margin Lending

Margin Lending allows you to increase your overall exposure to the market by using some of your own funds, along with borrowed money.  Interest paid on loans for investments purposes, it usually tax deductible.


Superannuation from Wealth Planning Partners thumbnail
08-Nov-2010

Superannuation

Wealth Planning Partners offer a service to help you track down your superannuation funds, consolidate them all under an appropriate structure and invest according to your Risk Profile for the long term.


Financial Advisory Services from Wealth Planning Partners thumbnail
08-Nov-2010

Financial Advisory Services

A good Financial Plan will look at 'Where You Are' and 'Where you Want to Go' and be the roadmap to help get you there.


Insurance Protection from Wealth Planning Partners thumbnail
08-Nov-2010

Insurance Protection

You've worked hard to acheive what you've got so far - why not protect what you have with a comprehensive strategy.  Most of us don't consider our spend on house, contents or car insurance, yet hesitate to insure our most important asset - our income and ability to earn one.  Contact the Advisers at Wealth Planning Partners to arrange a no-obligation assessment of your insurance needs.


Financial Planning Services from Wealth Planning Partners thumbnail
08-Oct-2010

Financial Planning Services

WPP has a long term local record in looking after clients' needs by protecting their assets and growing wealth for the future.