Take the first step
Contact Wealth & Retirement Solutions Brisbane today.
Wealth and Retirement Solutions are a small firm of Financial Advisers Brisbane. Our first obligation is to our clients. We have offices in Brisbane and Townsville. We have conviction in what we do and the investment planning and insurance services we offer. Our progression through our company’s journey has been about improvement and refining our practise for our client’s benefit. This shall never cease and we boast some of the most simple and effective investment management techniques. As financial planners Brisbane we have faith in what we do to grow and protect your financial investments.
Our Programs
Client Testimonial
Our Blogs
How Can We Help?Need to find out more?
Our expert services that we can provide you
SMSF
The idea of managing your own superannuation money seems like common sense. At WRS we have over 20 years of helping our clients establish and manage their SMSF’s. The compliance and regulatory requirements placed on trustees is onerous. Ensuring that your fund is compliant, decisions accurately documented, and strategies implemented within the letter of the law is just the beginning.
SUPERANNUATION
There is an idea out in the community that Superannuation is an investment of its own. It is spoken about as if it were an investment. My super made money last year but lost money the year before. This is inaccurate and I will tell you why. Super is a vehicle. It’s not an investment.
FINANCIAL PLANNING
At WRS we take a staged approach to Financial Planning Brisbane for our clients. We determine where the priorities are and then break down how we achieve those priorities. We take into consideration minimising tax payable, selecting assets that are relevant to your income or growth needs.
LIFE INSURANCE
Our expertise in life insurance goes back over 20 years. Whether you need to protect your family or your business, Our Financial Planners Spring Hill have the knowledge to ensure that you get the advice that fits the need.
INCOME PROTECTION
If you are still reading then maybe you should consider either reviewing your existing income protection or taking out an income protection policy.
If you do not have a policy then let us explain what it is. Income protection keeps your income coming if you are injured or ill and unable to work.
INVESTMENTS
At WRS we subscribe to the Warren Buffett approach in regards to investments. In recent commentary Warren Buffett recommended his wife , on Warren’s passing, direct a great deal of his monies to index investing. At WRS this has been our approach for over a decade.