WPS - Financial Services

Services

WPS Financial Services specialises in providing tailored financial planning advice to Australians. Dependent on your financial objectives we can implement strategies to assist you in achieving them. Some of our services include:

Debt Reduction Strategies

Consolidate your debts and pay them off more efficiently.
Pay less interest with the WPS Accelerated Debt Reduction Strategy.

Estate Planning Strategies

Reduce your tax obligations dramatically by having a good Estate Plan in place.
Taking inventory of the your assets is a good place to start.

Tax Solutions

WPS can manage your tax risk and maximise opportunities that relate to your unique circumstance.

Superannuation & Self Managed Super Funds Solutions

Super; WPS can help you secure your retirement lifestyle, today.
SMSF strategies can provide you with greater flexibility, investment choice and control over your superannuation.

Direct Property Investments

WPS can direct you towards a property that is right for you, designed to maximise return and minimise risk.
Investment properties are much more affordable than you may think.

WPS Financial Group specialises in providing tailored financial plans aimed to guide and accelerate Australians towards their financial objectives which often include wealth creation and providing for their retirement. WPS Financial Group has the ability to fulfil all your financial needs, by providing Australians with a comprehensive range of financial services and strategies, making WPS your one stop place for all your financial needs.

Panel Of Experts

At WPS we are of the belief that "many minds make prudent advice". For this reason we have established a Panel of experts, a group of professionals with differing areas of expertise all of whom have significant experience and hold formal qualifications. The Panel examines the client's personal situation, their needs and objectives, before making recommendations. These factors are assessed and weighted, and the most effective strategy options are then produced in all recommendations

Licensed Financial Services Company - Propel Financial Services Pty Ltd trading as WPS Financial Services has an Austrlaian Financial Services License (258 853)..

Free Financial Consulation & $50 WISH Gift Card

WPS - Financial Services WPS understands the difficulties of full-time work and ongoing financial pressures provoked by the rising cost of living. We aim to ease these stresses of everyday living by offering a FREE, no-obligation financial consultation with one of our qualified and authorised financial planners. To further facilitate your financial independence, we would like to provide you with a complimentary $50 WISH Gift Card to help alleviate your daily burdens. An appointment can be made at your convenience, and can even take place in your own home.

WPS - Financial Services

WISH Gift Cards are redeemable at participating stores only. Participating stores may change from time to time. For full terms and conditions and a list of participating stores, see in-store or visit WISHgiftcard.com.au WISH Gift Cards are currently not accepted at some designated Dick Smith Electronics, Tandy and BWS stores and CALTEX WOOLWORTHS/CALTEX SAFEWAY co-branded outlets. The purchase of a Card is not a qualifying amount for the Woolworths/
Safeway fuel discount offer. Card designs may vary between stores.

Free Financial
Consulation &

$50 WISH Gift Card

Name:

Phone:

Email:

Services you are interested in:

Debt reduction:

Tax Solutions:

Risk management
& asset protection:

Estate Planing:

Managed Funds:

Superannuation
solutions:

Comments:

Why so many are confident to trust WPS financial services

"Our experience with WPS can only be described as excellent! As a result of our dealings with WPS, our financial situation has improved greatly, and we have bought another property. We are slowly achieving our financial and lifestyle goals, and are on our way to retiring early. The service from WPS has always been top-quality, and we have no hesitations in recommending them to our friends and family."

Paul Murphy and Brenda Moore

REDBANK PLAINS - Queensland

"Dealing with WPS has been a very rewarding experience, and we feel that we have turned around onto a completely new path towards financial freedom. We feel safe with the knowledge that we have access to a panel of experts, who have done thorough research to give us advice that takes into consideration our specific situation and goals. Without the help of WPS, we would not have thought to use many of the strategies that are now helping us to achieve our goals and objectives more quickly than we had ever imagined."

Scott and Trudi Chesterton

BOORAGOON - Western Australia

Customers are only eligible to receive WISH Gift Card once appointment with WPS financial consultant has been attended and completed (including the full completion of client data questionnaire). To attend appointment, customers must satisfy WPS's client qualification criteria. Final qualification is determined by WPS. The WPS client qualification criteria are: customers must have household income of at least $50,000 p.a.; customers must own a property or have mortgage on a property; customers must be less than 55 years of age. If customer is married, both spouses must attend appointment. The first consultation is free of charge, however an initial advice fee, $650 (inc GST), will be payable if customer wishes to proceed with WPS's services. In-home appointments are only available within 100km radius of WPS's CBD offices. This offer is not available to existing WPS clients, WPS employees or employees within Propel Consolidated Holdings Pty Ltd.