Welcome to
Wealth Protection Australia
Wealth Protection Australia is an independent boutique financial planning company. We specialise servicing first generation Japanese residents of Australia by educating them about the Australian Financial system and providing strategies to protect and create their wealth. We service clients in all states in Australia.
As Australians, we face unique challenges!
Good financial education is somewhat lacking in Australian culture. The education system and your parents did not arm you with the tools to lead a safe and secure financial future. But there are some simple strategies that can overcome problems, such as:
- Not saving regularly
- Credit card and other personal debt
- Not aware of what investment options are available
- Not educated about how superannuation works and how much is needed for retirement
- Don’t know what financial strategies are the best fit to my circumstances
- No clear financial plan for the future and retirement
- Not knowing what insurance is needed and not having enough cover
- The cost of living is high and property prices are constantly rising
- Rules and legislation are keep changing, but you are not aware
- There is an overwhelming amount of information, yet you do not know who to consult with or trust
Our solution is easy
Based on industry knowledge combined with our experience, we have broken up your personal finance into 5 main areas, providing a comprehensive approach to make sure you create a safe and secure financial future.
Click below to find out how you can financially blossom.
You are in Charge
“The best preparation for tomorrow is doing your best today.” H. Jackson Brown Jr.
My Wealth Partner makes managing your personal finances easy. Be the master of your money, so you can get more out of your life.
Here’s how you can work with us
S – SELF-ASSESSMENT OF CURRENT SITUATION AND GOALS
E – EDUCATION DURING THE FIRST MEETING
C – CONFIRMATION OF CURRENT SITUATION AND SCOPE OF ADVICE
U – UNDERSTANDING OF STRATEGIES
R – RECOMMENDATIONS AND ADVICE
I – IMPLEMENTATION OF STRATEGIES
T – TRACK YOUR PROGRESS AND MONITOR CHANGES
Y – YEARLY REVIEW WITH YOUR FINANCIAL PLANNER
Testimonials
Ever wish you had…
– Knowledge about how the Australian financial system works
– No financial stress
– Information about the different options available to you
– The ability to build a comprehensive plan for your future
– An opportunity to work with a top tier finance specialist
– Piece of mind that your financial future is safe and secure
– A life long advisor you can trust
WPA is committed to the financial security of all Australians.
We are here to help you achieve your goals and dreams. Wealth Protection Australia believes in 2 values – education and long term relationships..
Education provides knowledge, information, insight, the power to act and progress.
Long terms relationships provide trust, loyalty, communication, support, assurance and comfort.
WPA is here to help you achieve your goals and dreams.
Three Keys to Growing Your Wealth
Foundation
Building a solid financial foundation by assessing your current situation and your goals and learning money management skill.
Security
Protecting your wealth and your quality of life from unforeseen circumstances.
Growth
Using strategies to grow your wealth to overcome inflation and high cost of living in Australia to be prepare for your future.
Wish you had certainty of your financial future?
What if you don’t have a lot of money to invest? What if you have never had a plan for your future?
No worries! We have your back covered. We are independent financial planners. Based on industry knowledge combined with our experience, we examined complex personal finance concepts and broke in down into 5 key areas, making them simple and actionable.
Our strategy is simple, holistic and easy to follow for you to start managing your money, building and protecting wealth to get your financial house in order.
Discover the secret of Living a Wealthy life in Australia
There are simple steps and strategies to help you save time and money.
It doesn’t matter if you are rich or poor, young or old. We are here to help!
Look at our strategy process now