As a part owner and shareholder of Wealth Management Partners, Quincy is an experienced Financial planner who strives to understand each of his client's individual needs and lifestyle goals with the sole purpose of building on their financial confidence and achieving their objectives.
He has a particular focus on retirement and pre-retirement planning, estate planning, Centrelink strategies and debt management. A key area of focus is working with clients through the transition from work into a well-funded retirement. In recent times he has spent a significant amount of time helping clients navigate through the complexities of insurance claims including Terminal Illness Payments, Total Permanent Disability (TPD) and Death benefits.
As a business Wealth Management Partners embarked on a journey to become self-licensed two years ago. A transition that has seen our firm grow leaps and bounds and allowed us to broaden and deepen the type of advice we provide to our clients.
Quincy is a husband and a father to two sons and a daughter and in his spare time when he’s not commuting kids to their various sporting commitments he enjoys the company of friends and family.
Some important lessons that have shaped my personal and professional life. These are:
· Treat others as you would like to be treated
· Sacrifices are a part of life.
· The harder you work the luckier you become
· Life is always changing
· Life isn’t always fair and;
· Control what you can control.
Our fee-for-service model means no compensation or commissions are paid to WMP or its staff for any investment products or services clients may take up (outside of insurance). Our ongoing service offering is based on complexity and how much time you need to spend with us, not how much money we manage for you. Our ongoing service offering ranges from annual check-ins to half yearly reviews to keep you on track. The services provided for our fees are outlined in detail in our Engagement Agreement Proposal which will be presented for your consideration prior to commencing our work with you.
- Adviser status Gold
- First year providing advice 2007
- Years of experience 17
- Graduate Diploma of Financial Planning (Advanced)
- Graduate Certificate in Financial Planning
Wealth Management Partners Pty Ltd106 Burswood Road
Burswood, WA 6100
- 9:00am – 4:00pm Friday
- 9:00am – 6:00pm Monday – Thursday
Mont Partners Pty Ltd