Wealth Plus Solutions

We are a business that provides holistic financial planning to both individuals and business. We offer personal and trustworthy advice to achieve the appropriate financial outcome for you. We have designed our advice process from our team of financial advisers that aim to achieve outcomes that meet your current and future needs.

We aim to remove as much financial uncertainty from people's lives as possible. We seek to partner with our clients long-term by providing leadership and direction during the tough as well as good times. Our focus is to discover and clarify the fundamental needs and aspirations of our clients before we consider solutions.

This means our team can assist with solutions for all of your financial needs, whether it be a simple issue or helping you to manage a complex financial strategy. Our advisers are supported by a very professional team of experienced administration staff who ensure that everything runs efficiently. Find out who we are and how we can help you.

Age Pension: a social security benefit paid by the Federal Government to people who have reached the qualification age, being age 65 for men and between ages 63 and 65 for women, depending on when they were born. The amount of pension paid (if any) is determined by the income test and the asset test.

We build long-term relationships with our clients, helping them reach their financial goals no matter what stage of life they're at. We'll help you implement your plan and review your progress to keep you on track over time. I was a little sceptical as first, with Wealth Plus but my adviser has been pivotal in placing my feet on the right financial tracks.