WMP Group / Wealth Management Partners

My wife and I applied for our first mortgage through WMP Finance and we couldn't be happier with the process. Allan, Aleisha and the team made the entire process simple and stress free, with clear communication. We purchased our house during the Christmas period and the team at WMP went out of their way to ensure everything ran on schedule. We highly recommend WMP Finance.

My husband and I applied for our first mortgage through WMP Finance and honestly couldn't be happier. From beginning to end we were provided with extremely high level of service and care from Allan, Aleisha and the team. With clear and consistent communication throughout the entire process we felt that WMP had a real personal and tailor touch. We highly recommend WMP Finance.

I needed to change who my mortgage was with as the bank I was with was very unsupportive. My finances are already under the care of WMP so I contacted my advisor about my situation and he put me in contact with Jonathan. Then the coronavirus hit. Not only have I now got an amazingly low interest rate and getting money for changing banks. I really didn’t do much at all except forward paperwork required as Jonathan and the exceptional staff at WMP just did it all for me. They kept me informed at every step and made sure my paperwork was at the top of the very large pile. I could not have asked for a really hard and exhausting experience to be easy (for me). I highly recommend this company for all your financial advice and needs. Thank you WMP

I didn’t think it was likely I would be approved for a mortgage at my age. Jonathan was very thorough, explaining every step and due to having a reasonable superannuation was able to set me up with a great competitive deal. Even with several problems incurred with Covid19, Jonathan kept in touch to make sure all was well.

Jonathon and Aliesha from WMP provided fantastic service. They ideintfied a range of options for managing our fiances, brokered arrangments with the new bank and supported us through the transition. A quaslity team providing a quality service.

I have had my mortgage through WMP Finance since 2015 and refinanced through them again in 2020. Allan and the team were very knowledgeable, professional and helpful. They made the process of refinancing my mortgage seamless and stress free on both occasions, and they found the best mortgage that suited my circumstances and requirements. I would recommend WMP to anyone.

Excellent service from everyone in the team. We've managed our super, insurance and home loan financing (and re-financing) through the team in Perth for years and couldn't recommend them more highly. We stayed with them even after we moved to Melbourne. Professional and courteous, they take into account our needs and always present a range of options and talked us through each so we understood the pros and cons of each option. Thanks guys, great job!

Pamela & I have been very satisfied clients of Steve Perica WMP for 20 years. Most of that in our retirement mode.
He has at all times been professional, informative & accommodating in helping us achieve our financial goals.
We have appreciated his personal touch
John Paton

Found them to be very professional. Queries are answered promptly. Always friendly and approachable.

Both my wife and I have had great informative and careful financial service from Steve Perica over many years. He also has a good back up team who follow up on queries and requests. Members of my family have also sought out Steve for financial advice.

Richard has always been helpful and obliging, always explaining anything that I request and their service is very prompt - I would recommend WMP and Richard to anyone.

Exceptional service, very thorough team indeed. Highly recommend W. M. P.for the best financial advice.

We have been using the Wealth Management Partners for approximately 20 years now and have been extremely happy with all the services they have provided us.
My wife and I were totally unsure that the strategy for retirement we had adopted would be suitable to meet our future financial needs, realising we needed professional help we looked for a company who could offer this.
We first entered WMP's offices with great trepidation, however, we were soon put at ease by the professionalism and knowledge of the subject and after discussions and analysis we were able to select a structured portfolio which we have not regretted, seeing our savings for retirement grow handsomely over that time in spite of the GFC and stock market fluctuations.
Our portfolio manager Adrian has also been able to offer guidance to us on other financial matter which could have a detrimental impact on our savings, such as Power of Attorney, Wills and such.
We have recommended the services of Adrian and WMP to a number of our friends and family.
I am happy to recommend their services to others also!

Both my wife & I have been very happy with the service & advice given by Richard as I planned for & entered the retirement phase of life. Richard is a man of integrity who can be trusted and we have no hesitation recommending him & WMP

We have been with Garvan and WMP for over 20 years now and their outstanding service has been such that we have never felt the need to seek any other financial advisor.

As always, Steve, you were patient with my questions, clear and comprehensive with your responses, and able to summarise my financial status in language I can understand. I truly value your availability at short notice when I need to clarify aspects of my new life beyond work. Thanks again.

Richard Moore, now of the WMP group, has been my Financial Advisor for more than fifteen years. Over this time I have found him to be an advisor of the highest integrity. He has always made himself available to respond quickly to my phone calls to his office, to attend meetings with me on request and to answer any financial queries that I have put to him. I have no hesitation in recommending Richard to anyone in need of a financial advisor.

I have been a client of Wealth Management Partners for over 3 years and they have helped and guided me with my finances from super to transition to retirement to sorting my retirement fund payments. They have also helped my wife and I draw up a will. They are very thorough and explain fully any questions you may have.

I’m extremely happy and feel financially safe and secure with the support provided by WMP and in particular Richard Moore.

I have been a client of WMP for 10 years, during this time Adrian has been our Financial Advisor for the entire time. I am one to keep a close eye on my finances and not just let anyone look after my financial future as you don't get a 2nd chance if it all goes south.
During this time Adrian has assisted us with good advice and has helped us put prudent investments and insurances in place. I can say with absolute conviction that I 100% trust Adrian and the WMP team, they act only with complete integrity every thing is disclosed and they do act on your behalf. WMP are a commercial business and therefore must make money as well but I truly believe they handle this potential conflict of interest better than most. We had the unfortunate need to use one of our insurance policies WMP managed the process for us with absolute compassion and very timely and we received a quick positive outcome just further evidence that we had picked the right team. I can unequivocally recommend WMP and go on the record to say if you are not a client then give them a call you will never look back.