Wealth Protect Financial Services

Welcome to Wealth Protect Financial Services, located at 30-34 Charles Street, South Perth, Australia. As a leading establishment in the finance industry, we are committed to providing you with the tools and guidance to take control of your financial future.

At WPFS, we believe that choice is the best weapon for financial control. Our team is dedicated to challenging traditional approaches to financial planning by offering efficient, professional, and simple solutions that will leave you with a better financial planning outcome.

As part of the Australian Financial Solutions Group, with an ABN of 78 832 913 439 and AFSL 341401, we offer personalized advice and strategies to ensure a smooth transition into retirement. Our pre and post-retirement strategies are designed to safeguard your financial security during your golden years.

To increase your wealth creation potential, we provide a diversified range of managed share and property funds, direct shares, and other investment options. Additionally, we specialize in the implementation and ongoing maintenance of DIY Superannuation investment strategies.

Our team can assist you in analyzing your current spending patterns to identify opportunities for savings or investments. We also offer options and alternatives to minimize tax liabilities and ensure that your superannuation and investments are structured correctly.

We understand that life is unpredictable, which is why we offer an analysis of your current situation to provide lump sum funds in the event of an accident, illness, or untimely death. Our experienced team will research and recommend insurance policies that are specifically suited to your needs and cost-effective.

Don't just take our word for it - one of our valued clients, Michael, has been with us for over 10 years and highly recommends our services. He commends our professionalism, efficiency, and availability whenever he needs assistance.

Take control of your financial future with Wealth Protect Financial Services. Contact us today to schedule a consultation and start building a better financial plan.