Perth Financial Advisors

A clear path to financial confidence

Organise, grow and protect your hard-earned money.

Money can be

Let's change that

When you're busy juggling the everyday responsibilities of life it's easy to end up financially disorganised, with no clear picture of what lies ahead.

You want to enjoy yourself now and look to the future with excitement. But financial uncertainty is holding you back, and you feel overwhelmed by all the information buzzing around about investing and retirement planning.

At WP Wealth Professionals, we want to replace your money mayhem with financial confidence.

Control

Be organised financially and make the most of available opportunities to get ahead.

Confidence

Take away the worry. Make life-changing decisions with clarity and certainty.

Balance

Find the sweet spot. Enjoy life now (guilt-free) and continue saving for tomorrow.

Guiding you through the money maze

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We know there is a labyrinth of complicated and ever-changing regulations around investing, super, tax and government entitlements. It's overwhelming and a big reason why so many Aussies feel stressed and stuck when it comes to their money.

At WP Wealth Professionals, we guide you through the money maze with encouragement. We help you achieve your potential by uncovering your financial blind spots and showing you what's possible.

With over four decades of experience, we are self-licensed, providing advice that’s in your best interests, and are 100% transparent about our yearly fixed-fees: no surprises, lock-in contracts, or unexpected charges.

We build long-lasting relationships with our clients who tell us they feel 'financially confident' because they have someone they are familiar with, someone who understands their circumstances and someone they can trust.

About WP Wealth Professionals

Have been working with Mike Allanson & team for a long time, and they are always so helpful, efficient and knowledgeable. Have worked closely with them recently again and have saved so much money as a result.

Marny L.

I’ve been with Mike for over 10 years and cannot be happier with him and his team.

Alex P.

It is a pleasure to have Michael Allinson looking after my financial interest's over the many years of dealings between us both. I find Michael is always 1-2 steps ahead of me thus I have no reservations in recommending him and his amazing team. WP Wealth hands down beats any of the larger financial advisory companies, don't say I didn't tell you so. Give them a shot.

Richard C.

Have been assisted by Michael for over 30 years and highly recommend him. The ease in which he assisted me into retirement was amazing.

Laurette L.

Been with Mike for many years,he’s very friendly and honest.

vicki B.

We have had the team at WP Wealth handle our financials for a number of years couldn't recommend them more.

Kim and R.

Michael has helped my husband and I navigate our way toward retirement with beneficial advice on how we can manage the next stage. We are also more confident managing our finances with the help and advice Michael and his staff have given us. A visit to the office also gets a lovely cup of tea and good conversation. Cant ask for much more than that.

gemma M.

Great Service and good planning

andrew B.

We were referred to Mike way back in 1999 and became clients shortly afterwards. During this relationship we have felt completely comfortable with our financial affairs and insurances in Mikes more than capable hands , i dread to think where we would be without his experienced advice . I thoroughly recommend him and his amazing team .

Linda H.

Mike and the team are great! From the moment I stepped in the door I knew I was going to be looked after. The check-in calls are a very personable touch and keep me updated.Wouldn't go anywhere else!

Karl W.

Very happy with the service from Mike and team. Practical, solid finical advice.

Ben C.

Definitely one of the more astute and wise decisions i have ever made dealing with Mr Allanson and his entire team , long may it continue , thank you Mike your advise has been absolute gold .

Vuela C.

Thanks to Mike and his team we're looking forward to a comfortable retirement. We're very pleased with the service we have received.Great advice, detailed explanations and all questions answered thoroughly.

Trevor M.

Michael and his crew at WP Wealth Management provide an amazing service. Always very friendly and helpful. Michael has such a wide knowledge and has really helped myself and my family to build for our future, Could not recommend him highly enough.

Daniel L.

Mike with his team guide me through the financial maze with encouragement and patience. Response times are prompt and aspects (re)explained when needed. I now look forward to retirement with confidence.

Marlen L.

Very organised and professional team with a great understanding for the client and there financial goals love these people 👌❤️

Mark W.

Mike has been helping me with financial advice for 20+ years. He is so patient with me and explains the details so clearly. I am very pleased with the service I have received. I highly recommend WP Wealth Management.

Jay A.

Mike and his team have looked after my financial affairs in excess of 20 years. great to deal with with excellent service

david M.

Great advice, detailed explanations and all questions answered thoroughly.

Marsha A.

Mike, Amanda and Merle are wonderful. The best investment we ever did was go with WP Finance. Highly recommend

Stacey G.

Grab opportunities available to you

We untangle financial complexity to help you come unstuck with your money snags.

FIFO workers

You want to make the most of your FIFO income to create financial security for you and your family. We'll help you map out what life looks like after FIFO and give you a clear path to get you there. You can enjoy the fun times now, confident you're making smart financial choices for your future.

Preparing for life after work

You'd like to wind down or clock off completely from work in five years or less. The financial moves you make in the next few years will determine what your life looks like in retirement.

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Reaping the rewards in retirement

You're enjoying the things that you never had time for before. Make smart choices to create a secure income, minimise your tax and maximise Centrelink entitlements. So you can continue living it up in retirement without worrying about every dollar you spend.

Book a phone chat

Making money moves based on guesses, gut instinct, or advice from your mates is like playing a game of darts with a blind-fold on.

We take the guesswork out of organising, growing and protecting your hard-earned dollars.

Get the direction you need for your money

1. Book a chat

Schedule a free 15-minute introductory phone call to see if we're the right fit to help you.

2. Make a plan

We help you identity what you want to achieve in life and build a financial plan to get you there.

3. Enjoy life

Feel confident that you're making the most of your financial situation to enjoy life now and in the future.

Our office is located in Hillarys, Perth with plenty of onsite parking.
We can also meet with you online if you can't make it to the office.