Wealth Management

WEALTH MANAGEMENT

At Wilson Porter we have created a “one stop shop” by putting together a network of independent professionals who can cater to all your wealth management needs.

ASSISTANCE WITH FINANCIAL PLANNING

Our financial planners take a personalised wholistic approach to your financial position and are completely independent. They will structure your plan in line with your goals and life-style.

PERSONAL SUPERANNUATION

For those who do not want the hands on approach of a small managed super fund, our consultants can not only source a fund that is best for you, but also advise on the appropriate investment strategy to use.

INSURANCE

Our independent brokers can supply all your insurance needs from business packages to personal insurance including life, income protection and domestic.

ESTATE PLANNING

We all think we are indestructible, however it is imperative for anybody who owns anything of value to have estate planning professionally designed. This will maximise the protection of your wealth you have built up over a lifetime so that it is distributed smoothly according to your wishes. The more complicated your personal financial affairs, the more important it is.

WEALTH MANAGEMENT AT A GLANCE

  • Financial Services License
  • Establishment of Self Managed Superannuation Funds
  • Administration
  • Compliance
  • Audit
  • Pensions and Income Streams

GET IN TOUCH

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