Introducing Wealth Protection Solutions
Wealth Protection Solutions was established in 2013; both the company and its advisers are authorised representatives of Apogee Financial Planning three-time winner of the CoreData Advisory Group of the year, as voted by secret shoppers seeking financial advice.
Our practice were the recipients of the most Innovative Financial Planner for the year of 2015 awarded by MLC. We have built our business on the belief that being wealthy and having ﬁnancial independence is not a rite of passage exclusive only to the rich and famous; rather we believe it is achievable for any Australian.
Wealth Protection Solutions is also a corporate member of the Association of Financial Advisers and uphold their rigorous code of conduct.
WPS is a one stop financial services firm that was born from the growing need for people to plan ahead for a better future.
- Open and honest in our client dealings.
- Give realistic financial advice.
- Be transparent about the fees we charge and commissions we receive.
- Customer satisfaction is at the heart of everything we do and your best interest comes first.
- We listen and take the time to understand you.
- Adhere to the Association of Financial adviser’s code of conduct.
- Provide an ongoing service to the same standard of our initial service.