Wealth Planning Solutions provides expert financial advice and risk insurance to individuals, families, and business owners. The cornerstone of their advice philosophy is to ensure the ongoing success of personal and business financial affairs. They specialize in tailored strategic advice to help clients grow their financial position and achieve long-term lifestyle goals. With a focus on Self Managed Super Funds, they offer services such as life insurance, TPD insurance, trauma insurance, income protection, buy/sell agreements, and key person insurance to protect clients’ financial futures.
Founded by Karen Ryrie, a seasoned Financial Adviser with over 25 years of experience, Wealth Planning Solutions is dedicated to developing personalized financial plans for clients seeking both personal and business advice. Shane, a Senior Financial Adviser, specializes in superannuation, investments, and various insurances. The team also includes Carol and Tracy, who manage administrative and compliance tasks, ensuring smooth operations. Tracy, with extensive experience in financial planning, brings valuable expertise to the firm.
Located in Geelong, Victoria, Wealth Planning Solutions is committed to helping clients navigate changes in financial regulations, optimize Centrelink benefits, and plan for a secure financial future. By offering a diverse range of services and a team of experienced professionals, including specialists in SMSFs and personal insurances, the business aims to provide comprehensive support to individuals and businesses in achieving their financial goals.