Wealth & Security Planners is a financial planning business based in East Perth, Western Australia, offering a range of personalized services including Retirement Planning, Insurance, Investment, Superannuation, and Estate Planning. Established in 1996 with roots tracing back to 1962, the company prides itself on treating each client as an individual, focusing on their entire financial journey. Their unique approach involves concepts like the Service Cube® and Wealth Pyramid®, designed to guide clients towards establishing a solid financial plan.
With a team of experienced advisers led by directors John Claessen, Michael O’Hara, and Simon Tomkinson, Wealth & Security Planners operates under WSP Pty Ltd, a private company associated with both current and previous advisers. As a Corporate Authorised Representative of Australian Financial Directions Pty Ltd, holding an Australian Financial Services Licence, the business ensures transparency, trust, and open communication in long-term client relationships. Clients benefit from working with professional planners by gaining a better understanding of their financial position and receiving guidance on various financial opportunities and decisions.
Aside from financial planning services, Wealth & Security Planners also operates under the name Streamline Financial Planning, catering to clients across Australia and overseas. The company’s commitment to providing tailored advice and support, coupled with a focus on financial peace of mind, sets them apart in the industry. Whether clients are planning for retirement, seeking investment opportunities, or requiring credit services, Wealth & Security Planners aims to assist individuals in achieving their financial goals and objectives.