Wealth & Security Planners is an independently owned boutique financial planning firm based out of offices in West Perth, Western Australia. Wealth & Security Planners (WSP) specialises in providing tailored "Coaching Services" to clients throughout Australia and overseas. For information and discussion on why we are independently owned but choose not to use the phrase "independent financial advice", click here.

Wealth & Security Planners are committed to :

• Open and honest discussion on whether we are in a position to best help you with your planning
• Providing affordable and logical feedback for those wanting to run their own financial plan
• Offering a choice in how clients pay for our services, and what level of service they want provided
• Helping to filter out the "noise" by turning data into information so that valid decisions can be made.

In other words, we are currently providing help to clients that ranges from complete advice on all money matters, through to feedback on specific issues. Some clients want our full service offer, while others are only looking to us for opinions, as they are self-sufficient in their financial planning. We do not aim to be "all things to all people", nor do we aim to only deal with people who have attained a certain level of wealth. Our focus is on helping people to deal with that basic "decision tree" that we all face at every level of financial decision making.... "Yes", "No" or "more information". We see our Mission Statement as... 

" To make and protect money for clients and ourselves honestly, ethically and justly".

WSP provides a fee-based advice service. We also offer a placement service with costs equivalent to "self-serve" discount houses. Click here for our Service Fee and Cost Philosophy statement.

For broad discussion of issues currently engulfing global financial markets, click on our link to the page "Global Financial Turmoil".