THE PERFECT TRIFECTA With four decades as an advisory specialist, what I've found over and again is that prudent planning always comes back to these three truths: i - Two heads are always better than one (planning for your future need not be a lonely experience) ii - Don't be ashamed of wanting to be the best you can be (you only have one life, so why not reach out and make sure you achieve your fullest potential) iii - Go get experience working for you (sure qualifications are necessary, but remember to ask to see the proof of the pudding) WHAT MAKES YOU DIFFERENT? Less than 5% of advisers are self licensed, and having the same credential as issued to Banks and Public institutions is not something easy to achieve, otherwise more advisers would do the same. Being able to 'fly' at an altitude where few go is what gives us a really unique view on the world and to see where good planning can take you. WHY SHOULD WE WORK WITH YOU? When prospective clients ask whether they should work with us or another firm, we recommend they ask the other firm this simple question: "If I came to you as a client 15 - 20 years ago, show me what you would have done for me over that time". Because we can provide a really meaningful response, our clients tell us they can feel a genuine sense of confidence.
Mike and his team looked after me in a huge time of need with great speed, compassion, knowledge and care. Customer service was outstanding and I thank them all from the bottom of my heart. Awesome team Mike!
A great understanding man that has so much knowledge in the industry.
Have been a client of Mike’s for over 25 years and found him and his team to be genuine, considerate, keep up to date and only want the best outcome for you.
Mike has always provided me with the most up to date information on markets and my insurance, superannuation and retirement.
Mike has been a very loyal and helpful professional.
I highly recommend him.
Mike has been guiding and advising me for over 16 yrs , as I now approach retirement age Mike and his team have their finger on the pulse to maximise the best financial out come for my wife and I for when the day comes for me to give up work.
- Adviser status Platinum
- Number of reviews 17
- First year providing advice 2004
- Years of experience 19
- Graduate Diploma of Financial Planning
- Fellow Chartered Financial Practitioner (FChFP)
Wp Wealth ProfessionalsSE B3A, 32 Endeavour Rd
Hillarys, WA 6025
- 8:00am – 5:00pm Monday – Friday
Wp Wealth Professionals