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Wealth & Security Planners

Sophisticated planning services tailored to your individual preferences. Senior Financial Planners working for you today. Call 08 6141 1166.

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Streamline Financial Planning

Personal financial planning services at a cost effective price. Call Tania today on 08 6141 1177.

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Internet Based Planning

An online planning service for the do-it-yourself'er who likes the idea of having to access  to a planner to answer specific questions.

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Useful Links

Aust. Bureau of Statistics

ASIC

ATO

Industry Super

MoneySmart

Reserve Bank of Australia

Selecting Super

Financial Planning

Perth, Western Australia

Recent changes to the legislation surrounding the provision of financial advice has helped highlight the wide scope of areas in which financial planners operate. This can sometimes lead to confusion as to exactly what it is that a financial planner does.

If you are not familiar with the financial planning process or would like to see how a financial planner could help you with money matters, call either Streamline Financial Planning or Wealth & Security Planners on the numbers shown above.

Alternatively, follow the menu link to michaelsmusings.com.au, which is a blog-site run by a Senior Planner, and director of WSP Financial Services Pty Ltd. In it, you will find open, honest discussion on all matters relating to financial planning.

Contact Us

Phone : 08 6141 1166

Fax     : 08 9421 1967

Our office hours are from 9:00am to 4:30pm, Monday to Friday.

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Offices located at :

Level 1, 197 Adelaide Terrace

East Perth  WA  6004

 

Postal Address

PO Box 6222

East Perth  WA  6892