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. 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. 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. We are a boutique practice with the support and backing of Australia's largest financial planning group. Financial planning and mortgage services are provided by WealthPartners Financial Solutions Pty Limited, ABN 92 132 926 017, Authorised Representatives and Credit Representatives of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit Licensee. Any advice contained in this webpage is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters. Visit our website www.wealthpartners.net.au for a full description of services and a copy of our FSCG http://wealthpartners.net.au/files/2017/06/Financial-Services-and-Credit-Guide-3.0.pdf
View Top Employees from WealthPartners Financial SolutionsWebsite | http://www.wealthpartners.net.au |
Revenue | $6 million |
Employees | 13 (11 on RocketReach) |
Founded | 2000 |
Address | Level 8, 68 Alfred Street, Milsons Point, New South Wales 2061, AU |
Phone | +61 1300 001 988 |
Fax | +61 2 9955 1989 |
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Industry | Financial Services, Business Services General, Business Services |
Web Rank | 3 Million |
Keywords | Investment For Grandchildren, Base Cost Of Inherited Shares Australia, Capital Gains On Inherited Shares, Gifting Super To Spouse, Death Benefit Who Nominate To Not Pay Tax |
SIC | SIC Code 87 Companies, SIC Code 874 Companies |
NAICS | NAICS Code 541611 Companies, NAICS Code 54 Companies, NAICS Code 5416 Companies, NAICS Code 54161 Companies, NAICS Code 541 Companies |
Looking for a particular WealthPartners Financial Solutions employee's phone or email?
The WealthPartners Financial Solutions annual revenue was $6 million in 2024.
11 people are employed at WealthPartners Financial Solutions.
WealthPartners Financial Solutions is based in Milsons Point, New South Wales.
The NAICS codes for WealthPartners Financial Solutions are [541611, 54, 5416, 54161, 541].
The SIC codes for WealthPartners Financial Solutions are [87, 874].