Merry Christmas and Happy New Year!

As the year draws to a close, we reflect on the mayhem of 2021 – and the new normal that the pandemic has bought to us. We’ve all become experts at wearing masks, checking in, having Phone and Zoom meetings and sanitising our lives.

Every decade big things happen, and this decade has been no different. We’ve been  influenced by the pandemic, financial crises, politics and wars – all of which are, sadly, perfectly normal.

Through all these changes, the team here at WSP Group have continued to focus on the longer term outlook for clients and ourselves, while improving resilience against short-term obstacles and events. We have, after all, been around along time, and recently celebrated our 25th year anniversary  of being in business.

The financial planning world has evolved, with major re-regulation for both the industry and Advisers. We’ve moved with those challenges and are re-defining our business and how we communicate with you, our valued clients. 2022 will bring about even more improvements in technology to make it easier to contact us and stay in touch. Stay tuned for exciting news on this in the New year.

Our goal in 2022 is to help more people, just like you. If you’ve been happy with our services, we’d love for you to let others know. Our business has grown over 25 years through referrals from existing clients, and for that we are humbly appreciative. A lot of financial planners have left the industry recently, but we are still here, and committed to continually work towards providing affordable financial planning advice that is right for you and your specific needs.

What does the New year look like for you?          

Holiday trading details :

Our office will be closed from Thursday 23 December 2021, opening again on Monday 10 January 2022.

Adviser Christmas video

Each year the advisers of WSP parody themselves in a Christmas video. This years’ video can be accessed through the link below:

Financial Planning

There are many ways of gaining financial wealth and security. Some prefer to do-it-themselves. Others will seek direction from time-to-time, just to make sure they are on the right pathway. Others again would prefer not to be too heavily involved in their own finances.

Our clients come from all walks of life and each sees our services in a slightly different way – because at Wealth & Security Planners, we treat our clients as individuals.

Try us. We’re here to help.

Wealth & Security Planners was founded in 1996, but our full history goes back as far as 1962, and all the time helping people with their wealth and security plans.

WSP’s commitment to you

Wealth & Security Planners exists to serve the needs of our clients, and provide advice and services to help them forge towards their personal goals and financial objectives.

Our business is focused on long-term relationships based on trust, transparency and open communications.

Call Taryna on +61 8 6556 2900 to arrange a time to discuss financial planning the way you want it to be.