Wealth Professionals

Wealth Professionals provides non product base advice, which sets it apart from most planning practices.

Wealth Professionals has over 50 years of combined financial industry experience. It is our job to assist you achieving your goals with honest, personalised and non product based advice.

Our advice puts RISK first, before we consider Income or Capital Growth, and tax.

We will discuss your personal situation and structure you affairs to reduce ongoing costs of large corporations, deal with complex financial matters including Estate Planning considerations and business entity establishment and self managed superannuation.

We do not just look at super shares and insurance. We welcome investment property and actively recommend it. We also encourage entrepreneurship, by assisting clients into their own businesses.

We are not your average planning practice, come and meet with us for a no obligation conversation and see how we do it differently.

Wealth Professionals Pty Ltd is a Corporate Authorised Representative ( #401280) of Dover Financial Advisers Pty Ltd | AFSL 307248