WMP Group / Wealth Management Partners
Address | 106 Burswood Rd, Burswood WA, Australia | ||||||||||
Phone | +61 8 9368 6030 | ||||||||||
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Website | www.wmpgroup.com.au | ||||||||||
Categories | Financial Planner | ||||||||||
Rating | 4.9 49 reviews | ||||||||||
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WMP Group / Wealth Management Partners reviews
49We find that the service provided by WMP to be excellent in the delivery of all facets of information and help regarding our financial future. Adrian is always approachable when required for assistance in any way.
Our Financial Adviser - Quincy Matambandazo - more easily known as simply Quincy, has been our adviser for many years. He is always interested in how we are going in life and has adjusted our Portfolio to recognise this on a number of occasions. He also put us on to a very good Will writing person who solved a number of problems that we had in this area. Quincy has always provided us with a very good all round service in his area of expertise.
A long association with Richard Moore has established a strong faith in the management of my superannuation fund. I am confident that the support and advice received on numerous occasions has enabled me to feel very confident in my retirement. Strongly recommend.
I highly recommend Wealth Management Partners for all of your insurance and financial planning needs.
Right from the onset we were nervous of having to make some serious life plans for our family and overwhelmed with making both present and future financial decisions.
With the expertise of Wealth Management Partners they helped us see the bigger picture and get all of our affairs in order to move forward with the common goal of securing our financial future.
We spoke to Troy and the team at Wealth Management Partners and were more than impressed with their knowledge and experience with all aspects of insurance, superannuation and financial planning. We especially loved that they listened to what our priorities were as a family and by doing this were really able to focus on what we needed to organise for the future.
They have been fantastic and more than attentive with all our ongoing changes throughout the years.
Thank you for making it easy for us.
We have dealt with Richard Moore for probably ten years and during that time gained 100% trust in his professional, non biased advice that reflected our needs approaching retirement and following retirement. As a result our portfolio has been very soundly managed with a good rate of return. I thoroughly recommend their friendly, no pressure approach where everything is explained in clear terms and understandable terms to those who lack a deep understanding of managing superannuation. Richard is also very approachable for any questions one has between annual review dates. It is good to know your hard earned savings are soundly managed.
Personable, relaxed and open with needs and future trends in assisting us with our financial planning and management. Fully recommend.
Best decision, ever, we made, to sort our Retirement & future. Solid & honest advice that did not and has not failed us. Trust is everything and Adrian Whittaker and his team, certainly gives this and alot more. Highly recommended.
WMP, in particular Steve Perica, has guided me since 2003 in the lead-up to retirement and now in managing my superannuation fund. Steve's advice has always been reliable, valuable and readily available.
When I was 50, Adrian Whitaker took me under his wing when others showed no interest. He helped me realise my dream for retirement and for that I am forever grateful. Adrian and his team have been nothing but professional and friendly and I would recommend them to anyone who is seeking financial advice. A big thank you to all at the WMP Group.