Financial advice tailored to your needs.
We can help secure your financial future and achieve your lifestyle goals.
Receiving good financial advice is the key to building and protecting your wealth. We can provide you with holistic advice, which will provide you with a long term financial plan. Alternatively, you can seek specific advice around a particular issue.
The Health Professional Specialists
At Advice Partners Wealth Solutions we provide a preeminent financial service to medical professionals and their families. We offer medical specialists bespoke financial advice solutions to tax effectively, build and protect wealth.
Our Services
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At Advice Partners, we help you recognise which super fund is most suitable for you. Whether you want more options, greater control or advice on personal contributions, we can personalise a solution for your needs.
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We work with you to help optimise your financial position so that you have the oportunity to live the retirement life you want. We offer a personalised investment retirement portfolio designed to meet your retirement objectives.
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We can help you create a secure financial future with investments to suit your needs.
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We specialise in advice on structuring finance to cater for your cash flow and taxation planning needs. Whether that requires debt consolidation, availing of interest tax deductibility or cost effectiveness.
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Your estate planning should be consistent with how you would like your money to flow and the suitability of payments to your beneficiaries upon your passing. We make sure your assets are distributed how and when you want them to be.
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Through life’s ups and downs it makes sense to have a Plan B. We can provide advice on life insurance, TPD, trauma insurance and income protection.
Don’t just take our word for it…
“Andrew has helped us in a multitude of ways. He has provided advice and direction as to both our short and long term financial goals without losing sight of the importance of enjoying life too.
Since becoming a client of Andrew's, we have been able to clearly conceptualise our financial goals and have the tools to realise them, they are no longer nebulous ideas.”
— Dr Jai Kumar & Dr Georgia Stefanko
“I've been a client of Andrew's for over 15 years and have found him very helpful and readily accessible. He is there to give advice and help. He is an educator, adviser and friend that has my best interest at heart, keeping up to date with latest regulations and changes.”
— Dr Fun Soo
“Andrew has been our financial adviser for many years, his advice has always been prudent and has helped us avoid the speculative schemes that appear from time to time. He has always been readily accessible and provided prompt attention to our ongoing advice needs.”
— Dr Sue & Mr Peter Wood
“It's wonderful to know that Andrew is taking care of things for us. We completely trust him to stay on top of our portfolios and to manage our money wisely. Apart from his excellent financial management, Andrew is friendly, likeable, and very approachable. We genuinely believe that he has our best interest at heart.”
— Dr Bob & Sue Cribb
“Changing to Andrew has been the best thing we both did. Andrew is upfront with all information and gives us the time to go over all our needs. Great person and great staff. We have recommended Andrew to relatives and friends.”
— Steve & Colleen Lockyer
Start your journey to financial security today.
Contact Us
Disclaimers
General Advice Warning:
The information contained on this website has been provided as general advice only. The contents have been prepared without taking into account your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
Disclaimer:
Whilst Wealth Advice Pty Ltd is of the view the contents of this website is based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Wealth Advice Pty Ltd or Paragem Pty Ltd or any officer, agent or employee of Wealth Advice Pty Ltd or Paragem Pty Ltd.
Disclosure:
Advice Partners Wealth Solutions is an authorised representative of Paragem Pty Ltd, ABN 16 108 571 875 holder of Australian financial services licence number 297276 ("Paragem"). Paragemis owned by Count Limited ABN 111 26 990 832 of GPO Box 1453,
Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.
The information on this webpage is not financial product advice and is provided for information only.