Wealth Solution Partners is a leading financial advisory firm based in Kyabram, VIC, dedicated to providing comprehensive wealth management services to clients at every stage of life. From assisting young individuals in building and planning for their financial future to offering advice to mid-life and pre-retirement individuals on maximizing and managing their wealth, the team at Wealth Solution Partners is committed to helping clients achieve their financial goals.
Founded by Peter, a Certified Financial Planner (CFP®) and SMSF Specialist, and joined by Trevor, a seasoned Financial Adviser turned Director, Wealth Solution Partners boasts a team of experienced professionals who are passionate about delivering personalized financial solutions. With a focus on preserving and protecting the wealth of retirees, the firm offers peace of mind to clients seeking to secure their financial legacy and enjoy a comfortable retirement.
With a philosophy centered on building a better financial future for all clients, Wealth Solution Partners prides itself on its commitment to excellence and integrity in financial services. As a licensed Financial Services Licensee and Life Insurance Broker, the firm upholds the highest standards of professionalism and expertise in the industry. Whether you are just starting out on your financial journey or planning for retirement, Wealth Solution Partners is dedicated to providing expert guidance and support every step of the way.