WMP Group / Wealth Management Partners

My wife and I have been dealing with WMP since 2012. Still remember the first meeting with Adrian, we were put at ease, all of our questions answered and there many. We walked in the door apprehensive and walked out knowing our finances were in good hands. A statement of advice which outlined a number of strategies and recommendations to assist in achieving our lifestyle goals was provided. An Annual Review is carried out where we still receive Honest and Professional advice that suits our financial position. You are made feel part of the family the moment you enter, THE SMILE, THE HANDSHAKE still the same as the first meeting.

At a complete loss on how to handle our change in finance we approached Richard Moore at WMP group. We have found Richard, over the three years, to be very effective in explaining in layman terms our options and helping us to understand our finances so we can make informed decisions. If we have any queries we just telephone or email and our queries are promptly answered. Our review each year helps us understand any changes that occur. We couldn’t be happier with our choice to have Richard and the WMP group as our financial consultant and best of all our retirement is financially stress free.

I knew zero about investments. Richard sat me down with a coffee and a questionnaire that helped me discover how adventurous (or not!) I am. He asked about anything special (I want to be an ethical investor). He talked me through alternatives like capital gain versus dividend, Australia versus overseas, market fluctuations, and then chose some excellent companies for my perusal. I'm frankly delighted. Anytime I have a question or an idea, I go in and chat. I can't think of anything I'm not pleased with.

The team at WMP is always prompt at replying to my queries and welcoming when I visit. Richard provides me with honest answers and reliable ideas and wastes no time putting suggestions into actions. Thank you WMP.

We are very happy with our relationship with Wealth Management Partners. Their professionalism and advice have always been spot on.

Financially we were coming from rock bottom and looked like having very little super to retire on. With Richards help we are in a far better place and will be ok. He is highly professional and friendly making you feel like you are the most important client he has no matter the size of your account. He has also surrounded himself with people who treat you the same way. I would highly recommend Richard and the WMP to anyone.

I have always found WMP Group to be efficient, effectively and timely with their advice. Our financial advisor, Mr Richard Moore, has consistently taken the time to listen to our concerns, provide accurate and positive advice and has managed our finances before, during and since retirement in a manner that best meets our needs. I cannot rate the service provided highly enough.

Adrian has been our advisor for approx 14 years. In that period, there has been some financial and health variations in our private circumstances - both positive and less positive.
Adrian’s calm, sympathetic manner and broad knowledge of the aspects involved has been professional and reassuring.
Of particular note in 2017, was again his knowledge and support in dealing with the Government legistlation ‘ minefield ‘ entailed in dealing with Aged Care Assessment Issues.

We have been with WMP for over 5 years now. We are very happy with the advice Adrian has provided. He has helped us set up our retirement finances very well.
Gord & Val

We've found Richard is always made himself available to listen and discuss what we hope to achieve. He gives well considered advice and recommendations which we've found over many years have proved to be in our best interests. His staff are always just as approachable the helpful.

We have been with Wealth Management Partners for 10 years now, always acted professionally and helped us through the maze of retiring early. Fees are reasonable and believe they have saved us more by making the super tax effective and suggesting a good mix of investments. Our funds are the same now, even though we have been drawing down for 8-9 years. Can't ask for much more than that!

Very professional team, focus on client not their earnings from the client.
Great team to be looking after my financial future

Steve, Richard, Sheryl and team have been looking after our affairs for a couple of decades now. It has been reassuring to know that they are at the ready to provide us with information and advice when and where we need it. So much of our financial affairs are, to us, complex and difficult to understand and follow, and they can be trusted to steer us in the right direction and manage our superannuation, novated leases and other things for us.

Because of the in-depth knowledge of superannuation laws, WMG found ways to amalgamate my private super with government super which then lessened my tax liability on the government super. This was a considerable saving.

Timely, Accurate, Well Researched Advice that has financially secured my future and relieved me and my family of a great amount of stress. Excellent Company. 10/10.

My experience with WMP group has been very rewarding. All staff are amazingly helpful and friendly. The advice given will definitely increase my super. They help me get my new car on salary sacrifice, which is really great way to get new car and if the payments are too much they adjust the payments to suit your specific needs. Nothing is too much trouble. I have recommended many friends to this company, who have all text me later to say thank you. They find out what you want, make suggestions on how to make your money work better for you and then they do all the work to make it happen. Now that’s what I call great service.

Adrian Whitaker helped me make the best of my preparation to retirement and now he is still advising me on the best way to protect my super against the fluctuations of the markets. Adrian is able to clearly explain the reasons for the suggestions he makes and is ably assisted by Kelly Hanlon. I look forward to my annual review to discuss how things have gone in the year past and if an action is required to manage risk into the future.

We have been working with WMP for 18 months and have found the team to be very helpful, friendly and professional. We have been able to take better control of our finances and it has been very easy to implement the systems and changes they have recommended. We feel optimistic about our financial future and that with their guidance we will be able to achieve our goals.

I have known Steve for many years now and he has looked after both my Superannuation and salary packaging for all of this time and I have to say that choosing Steve and his company to look after my financial affairs has been one of the best investments of my time and money that I have made.
I would have no hesitation in recommending him to others.
Ted Carrivick
12 October 2018

My wife Wendy and I have been fortunate to have known Quincy at WMP for a number of years now and his guidance and assistance have always been first rate. We trust that we can continue our association with him for many more years yet.