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WealthPartners offer a complete range of specialist financial services in one place. Our advisers work with clients in all stages of life and with different needs and goals.

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Client Testimonials

Andrew and his team had come highly recommended from within his industry, and his very professional approach, attention to detail, first class technical knowledge and helpful, well-mannered team have not let us down. I can always get hold of Andrew when I need to and have never had to wait more than a few hours for a return phone call.

Roger Sleeman – April 2015

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What our clients say about us

From the Blog

Q. Can I claim my Financial Planning Advice cost as a tax deduction?

Q. When I engage my accountant to do my tax returns I am able to claim a tax deduction for the work provided.  I have been advised that the same is not true for Financial Planning advice.  Can you please explain what I can and cannot claim as a tax … Read more

Q. Should you open a second SMSF account when your super exceeds the $1.6 million Super limit?

Q.  I have read a commentary suggesting that SMSF's which exceed the $1.6m super limit should consider opening a second SMSF. What would be the benefit of such a strategy? A. 1 July 2017 marks the introduction of $1.6 million limit on the amount … Read more

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