We anticipate changes along the way and help you manage these changes and ensure that you are still track to reach your financial goals and dreams.
The ‘We’ Factor:
- we will remove the fear of the unknown
- we will identify your financial and lifestyle objectives
- we will ensure you are informed and well supported
- we will be your partner for your entire financial journey
Andrew Heaven – CFP® Practice Principal / Certified Financial Planner
Bill Rainger – Ag Ec., CFP®, Dip. (Mortgage Broking) Financial and Credit Adviser
Our people are skilled, participative and highly valued stakeholders in the business.
Our success is measured by our delivery of valued advice to our clients and the respect of our peers for the work that we do on behalf of the industry and the community.
The WealthPartners team members are hard-working, passionate about our client’s needs, results focused, enjoy collaboration and have a great sense of fun. If you would like to enquire about any employment opportunities at WealthPartners, please us (EMAIL), attention General Manager.