Financial Planning

At Wealth Protect, our core business is protecting your income and your families financial wellbeing rather than full service financial planning (we can do this too however we charge up front fees). To do this, we need to be licensed and credentialed financial planners. Unlike traditional financial planning companies, we don’t need to generate our income through commissions from managed funds so we don’t have a potential conflict of interest in the advice we give you. As we are completely impartial, we are very happy to include, where appropriate, direct property investment as part of your strategy rather than suggesting managed funds as an investment vehicle.