OUR STORY

 WRS has over 21 years experience working together with individual and corporate clients, specialising in investment and superannuation strategies and retirement planning. This is just one of the many reasons why this unique Australian owned and operated business is one of Australia’s leading financial planning service providers.

 

We are a small firm of financial advisers and insurance advisers. Our first obligation is to our clients. The person you shall be dealing with will either be one of the owners or shall report to the one of the owners of the business. We believe in what we do and the investment and insurance products we provide. Our journey, as all businesses progress through a journey, has been about improvement and refining our practise. This shall never cease and we boast some of the most simple yet sophisticated investment management techniques available. 

Our Services

  •  Financial Planning

I am text block. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

  • Personal Insurance

I am text block. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

  • Investment Advice

I am text block. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

  • Superannuation & SMSF

I am text block. Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Our Latest Blogs

  • They are marketed as being the optimum lifestyle choice for recent retirees, often in ideal locations with all the facilities for a stress-free lifestyle. But with complex fee structures and inconsist...

  • One of the golden rules of investing is diversification, but that can be difficult to achieve when you are just starting out or have limited funds to tap into a world of opportunities. Which is why in...

  • When was the last time you had a lengthy chat to a friend over the phone or, rarer still, a decent face-to-face catch up? Remember spending time with a loved one making the most of precious hours havi...

CLIENT TESTIMONIALS

  • Leanne & Gordon Caddies

    I first met Warren and his wife Donna at a boot camp and became close friends. One day while walking up Castle hill Donna asked if I had Business insurance?  I had no idea!! I told her I have a box that I just put all the mail from the insurance company’s in, I didn’t even open them, I had no need as the payments came out of my bank account, so I was covered for everything. I handed my box over to Warren and 3 days later he got back to me with some rather disturbing news, the last insurance advisor we had been seeing had bumped my life insurance up, way up, and completely cancelled my husbands.

    Warren sorted everything out between all the different insurance companies and luckily got my husband insured again. About a year later my husband was diagnosed with MND and Warren has been a great source of strength for both of us. As you can imagine our world fell apart. Warren called us in for a meeting and showed us how with all our life, Superannuation and income protection that we would be all right with some careful planning. I now phone Warren before making any major financial decisions, anything at all to do with our financial future.

    Without your help I would never had known that Gordon had NO life insurance at all for 3 years. I would have just cruised along paying my direct payments thinking all is good with the world, and I had everything covered. I hate to think what would have happened if you had not discovered this mistake by our previous insurance advisor.

  • Ian Sampson


    Ross is a thoroughly professionally and deeply knowledgeable financial advisor who puts his clients’ interests first, knowing that his business success will surely follow.
    Ross had given us great financial advice in establishing and running our SMSF. He is also a great sounding board for general business related matters. He has selected a great team to support him, a sure sign of a good leader and successful businessman.
    Ross is wise, caring and careful; great qualities for an enduring financial partnership.

  • Tammy McCanna & Hannah Leith


    Hello accordion 3
    Becoming first time business owners in 2012, it was important to us to ensure our personal and business finances were properly protected, especially with various parties invested in our company. We enlisted Warren and his team at Wealth & Retirement Solutions, who made light work of our various insurances and legalities, even dealing direct with our solicitors to ensure all bases were covered. They did such a fantastic job with our business needs, that they’ve become our go-to-guys for personal finance arrangements as well, and should anything ever happen to us we are secure in the knowledge that WRS will be there to help.

  • Adam Bourke


    I originally asked Ross to review my insurances, and superannuation. I was very impressed with his recommendations which were obviously in my best interests. He left some of my facilities as they were, rather than just automatically rolling them all into new funds like many Financial Planners do. His expert knowledge and integrity are in my opinion the keys to his success, and I will definitely be a long-term client.
+Leanne & Gordon Caddies

I first met Warren and his wife Donna at a boot camp and became close friends. One day while walking up Castle hill Donna asked if I had Business insurance?  I had no idea!! I told her I have a box that I just put all the mail from the insurance company’s in, I didn’t even open them, I had no need as the payments came out of my bank account, so I was covered for everything. I handed my box over to Warren and 3 days later he got back to me with some rather disturbing news, the last insurance advisor we had been seeing had bumped my life insurance up, way up, and completely cancelled my husbands.

Warren sorted everything out between all the different insurance companies and luckily got my husband insured again. About a year later my husband was diagnosed with MND and Warren has been a great source of strength for both of us. As you can imagine our world fell apart. Warren called us in for a meeting and showed us how with all our life, Superannuation and income protection that we would be all right with some careful planning. I now phone Warren before making any major financial decisions, anything at all to do with our financial future.

Without your help I would never had known that Gordon had NO life insurance at all for 3 years. I would have just cruised along paying my direct payments thinking all is good with the world, and I had everything covered. I hate to think what would have happened if you had not discovered this mistake by our previous insurance advisor.

+Ian Sampson

Ross is a thoroughly professionally and deeply knowledgeable financial advisor who puts his clients’ interests first, knowing that his business success will surely follow.
Ross had given us great financial advice in establishing and running our SMSF. He is also a great sounding board for general business related matters. He has selected a great team to support him, a sure sign of a good leader and successful businessman.
Ross is wise, caring and careful; great qualities for an enduring financial partnership.

+Tammy McCanna & Hannah Leith

Hello accordion 3
Becoming first time business owners in 2012, it was important to us to ensure our personal and business finances were properly protected, especially with various parties invested in our company. We enlisted Warren and his team at Wealth & Retirement Solutions, who made light work of our various insurances and legalities, even dealing direct with our solicitors to ensure all bases were covered. They did such a fantastic job with our business needs, that they’ve become our go-to-guys for personal finance arrangements as well, and should anything ever happen to us we are secure in the knowledge that WRS will be there to help.

+Adam Bourke

I originally asked Ross to review my insurances, and superannuation. I was very impressed with his recommendations which were obviously in my best interests. He left some of my facilities as they were, rather than just automatically rolling them all into new funds like many Financial Planners do. His expert knowledge and integrity are in my opinion the keys to his success, and I will definitely be a long-term client.

CONTACT US

Brisbane | 07 3319 4888

Suite 2/28 Fortescue Street, Spring Hill QLD 4000

PO Box 57, Spring Hill QLD 4004 

Townsville | 07 4472 3140

321 Sturt Street, Townsville QLD 4810

PO Box 2145, Townsville QLD 4810