Empowering Your Financial Future Today!
At Wealth Plus Solutions, we are a business that provides holistic financial planning to both individuals and businesses. Our team of financial advisers is committed to offering personalized and trustworthy advice to achieve the appropriate financial outcome for every client. Our professionals cover a wide range of financial requirements, from personal insurance to complex Self-Managed Super Funds, including all your investment, superannuation, tax planning strategies, and retirement needs.
Our Philosophy
Our aim is to remove as much financial uncertainty from people's lives as possible. We believe in partnering with our clients long-term, providing leadership and direction during both the good and challenging times. Our focus is on discovering and clarifying the fundamental needs and aspirations of our clients before considering solutions. This ensures that our advice meets their lifestyle aspirations and leads to satisfaction and peace of mind.
The Team
Our team consists of exceptional and passionate individuals who are dedicated to helping clients achieve their financial goals. Our management team is comprised of experienced professionals who are responsible for overseeing the operations of our company. Our team is divided into two branches, Perth and Albany, each with their own team of financial planners and client service officers.
Our Services
We offer a comprehensive range of financial services, including insurance, investment, superannuation, and retirement planning. Our services include:
- MyInsurance: Personal insurance solutions tailored to meet your unique needs
- MyInvest: A range of investment options designed to grow your wealth
- MySMSF: Customized Self-Managed Super Funds to help you achieve your retirement goals
- MyServices: A variety of financial services designed to meet your specific needs
- MySuper: Expert retirement planning to ensure a secure financial future
At Wealth Plus Solutions, we believe that the key to long-term financial success is a well-planned and well-executed financial strategy. Our aim is to provide personalized advice and guidance to help you achieve your financial goals and secure your financial future.
Glossary
Understand the jargon used in investing and insurance by referring to our glossary of frequently used financial terms. Our glossary is designed to help you understand the language of finance and make informed decisions about your financial future.
Exceptional Customer Service
The reviewers have shared their outstanding experiences with the services of Jonni Chin and Lisa Hall, both of whom work at Wealth Plus Lending. The majority of reviewers have given them a 5-star rating, expressing their gratitude for the exceptional service they received.
Clear Communication and Professionalism
The reviewers have praised the brokers for being clear and concise in their communication, taking the time to explain complex financial concepts in a way that is easy to understand. They have also appreciated the brokers' willingness to go above and beyond to meet their needs, often responding promptly to questions and concerns.
Reliability and Trust
The reviewers have emphasized the importance of working with someone they can trust, and have praised Jonni and Lisa for establishing trust through their transparent and professional approach. They have also appreciated the brokers' availability and willingness to work outside of regular hours to accommodate their needs.
Personalized Service
The reviewers have highlighted the personalized service they received from Jonni and Lisa, who took the time to understand their unique circumstances and tailor their advice accordingly. They have also appreciated the brokers' patience and support, which helped to alleviate any anxiety or stress associated with the home buying process.
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