SITE LINKS

The Garden Office Park, Building 'C' 

355 Scarborough Beach Road, Osborne Park  WA  6017

PO Box 134 Mt Hawthorn WA 6915

wp financial planners

Telephone: (08) 9340 9200

Fax: (08) 9340 9299

Email: info@wpfp.com.au

WPFP Pty Ltd t/as WP Financial Planners is an Authorised Representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 l AFSL 230323.

Consultum is part of the IOOF group comprising IOOF Holdings Limited, ABN 49 100 103 722 (ASX: IFL) 

DISCLAIMER

© wp financial planners 2016

Our Promise

At WP Financial Planners, we are dedicated to doing all we can to empower you with the knowledge needed to realise your life goals, aspirations, and dreams. Whether that’s planning a well-deserved retirement or opening a restaurant, your goals are achievable, and there’s no dream too big or too small — we work with you to understand your goals and put a plan in place to realise them.

We recognise that all aspects of your finances need to work towards the greater goal of your financial wellbeing. As such, we provide a complete range of services to ensure that your financial goals can be achieved in the most effective and efficient manner. You decide the scope and level of advice and service you require from us and we’ll empower you with what you need to achieve your goals.

Your adviser will work with you to provide an ongoing review service based on your needs, which includes:

  1. Being available for regular consultation and advice;

  2. Providing you with information, technical advice and recommendations when there are significant changes in personal and financial circumstances;

  3. Regular reviews of your investment portfolio and relevant recommendations based on the dynamic economic conditions & trends, investment manager circumstances, opportunity, investment risk and financial strategy;

  4. Detailed regular investment reports including portfolio valuation, performance of assets and transaction summary;

  5. Regular market commentary and newsletters;

  6. Review of your situation to ensure needs and objectives are being met by your financial strategy. We will review your progress with you to ensure your strategy is on target to achieve your financial objectives.