A boutique Licensee Co-operative
Simplify Your Financial Life
A boutique Licensee Co-operative
Simplify Your
Financial Life
ABOUT US
WPP Licensee Services Pty Ltd (WPPLS) is a financial services licensee that has been built to provide our clients with quality advice.
We were founded to enable our advisers to share resources and pool our knowledge to best serve our clients. Our advisers are determined to act in the clients ‘best interest.’ This is not only a legal requirement but also makes good business sense. Our goal is to leave our clients better off than when we met through tailored financial strategies and advice.
WPPLS is a small privately owned licensee, and has no financial relationship with or interest in any product provider. The only fees charged to clients are agreed and disclosed annually.
Portfolio Management
We can assist with a professional management approach to assist with your investment decisions and carry out investment activities on your behalf, based on your personal risk profile and preferences.
Self Managed Super
Self-managed super funds (SMSFs) have become extremely popular in Australia, with more than half a million SMSFs now in existence, and they’re still growing.
Retirement Planning
For most people, retirement is a time to look forward to, but the tradition of hanging up the boots at 65 and walking away with a gold watch is now a thing of the past.
Personal Protection
Personal insurance strategies protect you and your loved ones for a variety of reasons including loss of income, mortgage repayments, loans and other debts.
