We’re on a mission to change that.
We want to educate and guide more Australians to get organised with their money, so they can grab life’s financial opportunities and feel confident and optimistic about their future.
We build long-lasting relationships with our clients, constantly reviewing and reconsidering to adapt to life’s ups and downs.
When it comes to managing money and building wealth, there is a constantly shifting labyrinth of regulations and decisions that you have to navigate. We know it’s overwhelming, which is why so many Aussies feel stuck.
We unravel the complexities of your financial situation and regulations to lift the fog and give you clarity and direction.
We explain things in everyday language so you can make informed decisions, understanding exactly how everything works: no jargon or financial buzz words.
At the heart of everything we do is an unwavering commitment to delivering a better-than-average outcome for every client.
It’s the reason we’re self-licensed, so we can provide advice that focuses on you, not financial products. Employing smart strategies with smart management and good planning, means you can’t help but be aiming for a better-than-average outcome.
Posted on Irene WilkinsTrustindex verifies that the original source of the review is Google. --- I have been incredibly satisfied with my superannuation company's services. I have been with them since 2016.Their customer support team is always responsive and helpful, making the whole process stress-free and straightforward. The investment options they provide are diverse, and their performance has been consistently impressive. I feel confident and secure knowing my retirement savings are in good hands. I highly recommend them to anyone looking for a reliable and efficient superannuation provider. Irene🍀 ☘️ ---Posted on Kerry WilliamsTrustindex verifies that the original source of the review is Google. WP Wealth Professionals have been managing our super for 10 years now and we would highly recommend them to anyone. We know that our financial situation would not be as it is today without the amazing help of Mike Allanson and the team. Mike is always friendly, helpful and knowledgeable. It is a pleasure to deal with him and we cannot fault his highly efficient service.Posted on Marny LishmanTrustindex verifies that the original source of the review is Google. Have been working with Mike Allanson & team for a long time, and they are always so helpful, efficient and knowledgeable. Have worked closely with them recently again and have saved so much money as a result.Posted on Alex PeschecheraTrustindex verifies that the original source of the review is Google. I’ve been with Mike for over 10 years and cannot be happier with him and his team.Posted on Richard ConnollyTrustindex verifies that the original source of the review is Google. It is a pleasure to have Michael Allinson looking after my financial interest's over the many years of dealings between us both. I find Michael is always 1-2 steps ahead of me thus I have no reservations in recommending him and his amazing team. WP Wealth hands down beats any of the larger financial advisory companies, don't say I didn't tell you so. Give them a shot.Posted on Laurette LecrasTrustindex verifies that the original source of the review is Google. Have been assisted by Michael for over 30 years and highly recommend him. The ease in which he assisted me into retirement was amazing.Posted on vicki brookesTrustindex verifies that the original source of the review is Google. Been with Mike for many years,he’s very friendly and honest.Posted on Kim and RobTrustindex verifies that the original source of the review is Google. We have had the team at WP Wealth handle our financials for a number of years couldn't recommend them more.Posted on gemma mooneyTrustindex verifies that the original source of the review is Google. Michael has helped my husband and I navigate our way toward retirement with beneficial advice on how we can manage the next stage. We are also more confident managing our finances with the help and advice Michael and his staff have given us. A visit to the office also gets a lovely cup of tea and good conversation. Cant ask for much more than that.Posted on andrew burgesTrustindex verifies that the original source of the review is Google. Great Service and good planning