Our Partners
Integrated wealth management partners, Wealth Management Matters provide wealth management integration solutions for partner firms to provide more than wealth management integration for accountant businesses and financial planners in Brisbane.
Wealth Management Matters work with partner firms to provide much more than wealth management integration for accountants and financial planners.
What you can expect from our partner firms?
Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals and objectives, and our partner firms are driven by the desire to provide strategies, advice and solutions to guide you at every stage of your financial life.
The first step towards achieving your financial goals to ensure you have access to the right advice, and working with a Wealth Management Matters financial planning partner will give you confidence that your financial future is in good hands.
Why choose a Wealth Management Matters partner firm?
Our partner firms benefit from the expertise of the highly experienced and skilled Wealth Management Matters team. We work closely with our wide-ranging network of professional financial planning partners to provide ongoing support, advice, tools, solutions and services for every situation.
Our partner firms understand that everyone is different – and they have the ability to tailor their services to each individual client – enabling them to partner you along your journey towards achieving your goals and objectives.
Wealth Management Matters partner firms provide a comprehensive process that helps you work towards your financial goals by implementing the following steps:
Defining the scope of engagement – what do you want your planner to do?
Defining the scope of engagement – what do you want your planner to do?
Your Wealth Management Matters financial planning partner will provide you with a detailed explanation of the processes they will follow, and will invite you to discuss your financial needs – both present and future – to ensure they are able to meet them.
Identifying your goals and objectives
Your Wealth Management Matters financial planning partner will work together with you to understand and identify your short and long term financial goals and objectives, which will serve as a foundation for developing a plan that suits your unique needs.
Assessing your financial situation – where are you at right now?
Your Wealth Management Matters financial planning partner will take the time to make a thorough assessment of your present position – including assets, liabilities, insurance coverage, investments and tax strategies – to obtain a clear and complete picture of your current financial situation.
Preparing your financial plan – how are we going to achieve your goals and objectives?
Your Wealth Management Matters financial planning partner will at this stage recommend suitable strategies, products and services tailored to your needs, and will answer any questions you may have.
As Wealth Management Matters is not owned by a product provider or fund manager, our financial planning partners are free to recommend the most appropriate solutions to assist the achievement of your goals and objectives free from bias or pre-set constraints.
Implementing the recommendations – agreeing on the way forward
Once you are satisfied with the proposed plans and strategy, your Wealth Management Matters financial planning partner’s financial plan will be put into action.
Where appropriate, your Wealth Management Matters financial planning partner may work alongside specialist professionals, such as an accountant or solicitor, to provide expert advice and guidance at every stage.
Many Wealth Management Matters financial planning partners are part of a bigger integrated advice business – which often makes consultation about the most appropriate strategy beneficial and streamlined for you.
Reviewing the plan – keeping you on track
Your circumstances, lifestyle and financial goals are likely to change over time, so it’s important that your financial plan is regularly reviewed, to make sure you stay on track to achieve your objectives.
At wealth Management Matters, we pride ourselves in ensuring our partner firms are providing quality service and advice that meets your ongoing goals.
Need to know more?
If you have any questions or feedback please feel free to contact Wealth Management Matters at any time and one of our directors will personally respond to your query.
Please click the link below to email us directly, or use the contact details below.
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Integrated Wealth Management Partners
WCA Wealth Management prides itself on removing the complexities of financial planning matters and walking alongside clients as their financial advice partner.
WCA Wealth Management understands it is highly important that your financial planner should be someone you are comfortable with; someone who knows you and understands how your needs change over the years, and someone you can trust to help you achieve and work towards your financial goals.
WCA Wealth Management work hard to do just this, providing you with:
Ongoing strategic advice
WCA Wealth Management understand that, as your life changes, so do your financial goals and needs. We work with you to ensure your financial plans stay relevant to your changing situation and remain aligned to your goals.
Then Wealth Management Matters has the tools, solutions and expertise to guide your business towards its goals.
Ongoing investment advice
WCA Wealth Management keep on top of product and market developments, changes and ongoing performance to ensure your investments and financial instruments continue to be the best option for you.
Wealth Management Matters work with partner firms in many capacities, and we provide much more than including wealth management for accountants and financial planners.
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Then Wealth Management Matters has the tools, solutions and expertise to guide your business towards its goals.
Wealth protection and planning advice
WCA Wealth Management provide solutions for every stage of your financial life – including estate planning and personal risk assessments – to ensure you are prepared for any eventuality in your financial life journey.