Are you ready for the next step? Some of my fondest memories are of coaches I have had the pleasure to have worked with. I recall  the  positive influence that persistence and hard work delivered in my life. As a Financial Planner  I work  to deliver those positive results for my clients.  We start with a blueprint of your financial future, a Financial Plan, and then we assess that plan every year towards your goals. We work with you to have the confidence to create goals that are achievable. So the question is, are you ready for the next step?

Why you need to invest in a financial planner

  • Financial Planning

At WRS we take a staged approach to financial planning with our clients by determining where the priorities are and breaking down how best to achieve these. We take into consideration minimising tax payable and selecting assets that are relevant to your income or growth needs. We look at strategies to provide the most benefit to your financial position. 

Read more…

A happy family of four people, including mother, father, young child, and toddler brother are sitting outside in the fallen maple leaves with their pet German Shepherd dog on an Autumn day.
Couple receiving financial advice
  • Investment Advice

At Wealth & Retirement Solutions we take the time to get to know the investments we are recommending. Whether it be a portfolio of blue chip shares, a long established and profitable managed fund or a basket of exchange traded funds weighted for a particular index. We draw upon its experience to provide portfolios that work. Utilising research from independent research house Lonsec, we strive to attain only the highest recommended direct shares and managed funds and ETF’s.

Read more…

  • Personal Insurance

Our expertise in personal insurance goes back over 20 years. Whether you need to protect your family or your business, WRS have the knowledge to ensure that you get the advice that fits the need. Most importantly, WRS pride ourselves on being there in times of crisis when you need to claim on your insurance. We work through the claim process with you and act as a mediator between yourself and the insurer. 

Read more…

Protect your family with Personal Insurance
Retirees looking out at the ocean
  • Superannuation & SMSF

The face of superannuation is changing all the time. You now have greater choice than ever as to where your super goes. At WRS we have over 20 years of helping our clients establish and manage their superannuation.

Read more…

Not sure where to start?

See what our clients have to say

    • 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.

    Would you like to to add your testimonial to the WRS website? We love hearing what you have to say!

    Read our latest blog posts

    • Are you looking for a good Financial Planning Firm in Townsville or Brisbane? What makes a good financial planning Firm? What makes a good doctor, a good engineer, a good dentist?   The answer; t

    • Things are looking up for first home buyers for the first time in years as house price growth begins to slow across the country. While prices have been on the slide for some areas in the West and the

    • The superannuation system is still the best medium to tax effectively save for retirement provided your choose the assets that are right for you. It’s about getting active with your superannuati

    Wealth & Retirement Solutions Pty Ltd ACN 117 444 989 is a corporate Authorised Representative No 297386 of WRS Licensee Pty Ltd ABN 82 614 528 504 AFSL 492410