Transforming Your Vision into Reality
Wealth Planning Solutions is a professional financial advisory firm dedicated to providing expert financial advice and risk insurance solutions to individuals, families, and business owners. Our team of experienced professionals is committed to helping you achieve your financial goals and ensure the long-term success of your personal and business financial affairs.
Our Services
At Wealth Planning Solutions, we offer a comprehensive range of financial services tailored to your specific needs. Our services include:
Financial Planning & Advice: We specialize in providing professional strategic advice to help you grow your current financial position and achieve your long-term lifestyle goals.
Self-Managed Superannuation: We specialize in Self-Managed Super Funds and can help you create and manage your SMSF to suit your specific needs.
Personal Risk Insurance: We offer a range of personal risk insurance products, including life insurance, total and permanent disablement insurance, trauma insurance, and income protection insurance, to help protect you and your loved ones.
Business Risk Insurance: We provide business risk insurance products, including buy/sell agreements and key person insurance, to help protect your business and ensure its continued success.
Redundancy Planning: We can advise on how best to invest your redundancy and make it work wisely for your future.
Centrelink Assistance: We assess changes to Centrelink rules and develop strategies to help you take advantage of changes where appropriate.
Retirement Planning: We can help you plan for your retirement and ensure your financial future is in safe hands.
Group Risk Insurance: We can assist with life, total and permanent disablement, and income protection policies for large groups.
Business Estate Planning: We advise on the process of arranging your business affairs to ensure there is no unnecessary deterioration or loss of continuity in the event of an owner's illness or death.
Our Team
Our team is comprised of experienced professionals, including:
- Karen Ryrie, Principal Financial Adviser, with over 25 years of experience in the financial advice industry.
- Shane Arthur, Senior Financial Adviser, with extensive experience in providing exceptional advice on superannuation and investment needs.
- Carol Johnson, Administration, who controls our client services and provides administrative support.
- Tracy Ogilvie, Senior Paraplanner and Operational Planning, with significant experience in the financial planning industry.
We are committed to providing you with personalized service and expert financial advice to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Overall Experience
The reviewers have shared their positive experiences with dealing with the staff, describing them as "fantastic people" who are "very knowledgeable". They emphasize the importance of taking the time to see the staff before making important financial decisions, suggesting that their expertise and guidance are invaluable.
Key Takeaways
- The staff are described as "fantastic people" who are "very knowledgeable".
- Reviewers stress the importance of seeing the staff before making important financial decisions.
- The reviewer's overall experience is positive, with a 5-star rating.
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