Whether you’re a busy professional managing multiple investments, a business owner trying to separate personal and business finances, or a retiree wanting to make sure your money goes the distance, managing wealth isn’t always straightforward.
Without a clear plan, even significant wealth can stall, or worse, start to slip away. Poor investment choices, tax inefficiencies, and missed opportunities can quietly erode your financial progress over time.
That’s why having a structured, goal-focused strategy matters.
At WP Wealth Professionals, we provide tailored wealth management services in Perth for professionals, small business owners, and retirees alike. We provide a free Benefit Analysis Report to help you make sense of where you are financially. Our strategies are designed to move you forward towards your desired goals with clarity and confidence.
Wealth management goes beyond basic investment advice. It’s a comprehensive strategy that ties together your investments, superannuation, tax, estate planning, and income needs. A wealth management advisor ensures every aspect of your financial life works together.
While product-focused advice can leave gaps, a private wealth management advisor looks at the full picture: what you own, what you earn, where you’re headed, and what you want out of life. This allows them to tailor financial strategies, ensuring every decision supports your long-term vision.
We provide you with a Benefit Analysis Report at no cost, offering full clarity on how our advice can make a difference. Our holistic wealth management solutions are backed by technical expertise, smart strategy, and a commitment to putting your goals first.
Smart, diversified portfolios tailored to your risk appetite and long-term goals.
Structuring your super for tax efficiency and long-term security.
Strategies to reduce tax liability across income, investments, and capital gains.
Investment Strategy
Smart, diversified portfolios tailored to your risk appetite and long-term goals.
Superannuation & Retirement Planning
Structuring your super for tax efficiency and long-term security.
Tax Minimisation
Strategies to reduce tax liability across income, investments, and capital gains.
Business & Personal Wealth Integration
Aligning business assets with your personal wealth to ensure everything works in sync.
Estate & Succession Planning
Practical strategies such as thoughtful will and estate planning, business structuring for succession, and naming tax dependents for super to reduce non-dependent death tax.
Aligning business assets with your personal wealth to ensure everything works in sync.
Practical strategies such as thoughtful will and estate planning, business structuring for succession, and naming tax dependents for super to reduce non-dependent death tax.
Here’s what makes working with us different:
We’re not tied to any banks or product commissions. Just clear, client-focused advice.
Deep understanding of Western Australia’s economic landscape. Financial advice that aligns with Commonwealth law.
We build lasting relationships. Financial strategies evolve with your changing needs.
We’re not tied to any banks or product commissions. Just clear, client-focused advice.
Deep understanding of Western Australia’s economic landscape. Financial advice that aligns with Commonwealth law.
Your wealth should serve your life. Custom solutions that cater to your life plans.
Whether you’re 40 or 65, we’ll help you prepare for a secure, comfortable retirement.
Our services are shaped for individuals, business owners, and small business operators with complex financial needs.
Your wealth should serve your life. Custom solutions that cater to your life plans.
Whether you’re 40 or 65, we’ll help you prepare for a secure, comfortable retirement.
Our services are shaped for individuals, business owners, and small business operators with complex financial needs.
Build a wealth management strategy that’s personalised and result-driven.
It depends on the complexity of your needs. At WP Wealth Professionals, our fees are clear, agreed upfront, and based on the value we deliver, not how much you invest.
If your financial situation has grown more complex, a private wealth management advisor can offer deeper expertise and a broader strategy than a general planner.
It depends on the complexity of your needs. At WP Wealth Professionals, our fees are clear, agreed upfront, and based on the value we deliver, not how much you invest.
