Established in 1994, the Wealth Plus Group has grown to be a West Australian leader in providing clients with truly comprehensive financial planning and lending advice.
Our goal is simple – to help YOU make smart, informed financial decisions!
WA owned and operated, we pride ourselves on delivering outstanding personal and professional service. We focus on understanding you as an individual, your family and most importantly your values, then work with you to maximise the probability of achieving your goals.
We take the time to create a uniquely personal strategy based on what is truly important to you, where your investments and money choices work in harmony to ultimately deliver financial and lifestyle security.
Trust, Values, Integrity, and Honesty are key building blocks of the Wealth Plus Group.
Open and honest communication allows us to work together to achieve the best possible outcomes for you. We feel both honoured and privileged when our clients choose to form a relationship with us and we take growing, protecting and securing their wealth very seriously.
We look forward to the opportunity to work with you to decide what matters most in your life, set your priorities and accomplish your financial goals.
