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At WealthPartners we develop long-term valuable relationships with our clients, working together to build a secure financial future based on strategic advice that gives you understanding, peace of mind and control.

By listening, guiding and providing structure, we support your journey to reach your financial and lifestyle goals.

WealthPartners Financial Solutions is located in Milsons Point at the northern end of the Sydney Harbour Bridge. There is convenient access by rail and bus services and there is ample meter parking nearby.

Comprising a team of skilled financial planners and support staff, we offer a comprehensive financial planning service to individuals, companies, superannuation fund members and trustees. We embrace the services of specialist solicitors, accountants, bankers and stockbrokers where required.

We are a boutique practice with the support and backing of Australia's largest financial planning group.

Are you thinking about a Self Managed Super Fund?

Your invited to attend our Self Managed Super Fund (SMSF) Education Sessions on Thursday 10th November or Tuesday 15th November 2011.  For more information and to register please click here

Latest News and Updates

Andrew Heaven... The Coach!  Andrew is now contributing to 'The Coach' on a weekly basis in The Weekend Australian.  In this feature, Andrew answer questions sent in by readers.  To view the latest editions plesse see below:

Why is the sharemarket so volatile when earnings do not change so quickly? - 17 September 2011

Keeping watch when buying gold bullion - 9 September 2011

Where is the safest place I can put my capital and get a reasonable return? - 9 September 2011

More information on NSW's Waratah Bonds - 3 September 2011

The Dangers of accessing home equity -  In this article Andrew Heaven comments on the pitfalls of relying on equity in your home for your retirement.  Click here for full article.

AUSTRALIANS are facing retirement with less superannuation after the global financial crisis. They now face another threat to their retirement wealth from weakening property prices. To view the full article including comment from Andrew Heaven, please click here.

Carbon Tax Announcement - On Sunday 9 July the Government announced the detail of its proposal to put a price on carbon pollution. Click here for a summary of the announcement and key measures as we understand them.

2010-2011 Financial Year Investment Review; The year that was….

2011 Federal Budget Update Announcement - summary

A RETIREMENT WORTH WAITING FOR ......
On Tuesday 4th May we held a presentation for clients nearing retirement.  Eva Bennett presented the non-financial considerations when planning a happy and successful retirement.  Andrew Heaven then presented on the trips and traps and the importance of getting good advice.  Click here for a copy of Andrew's presentation. 

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