Client Lounge

Welcome to our Client Lounge. Here you will find a wealth of material that is provided for your information and interest - provided as a "thank you" for your loyalty to our planners and to our business. We are pleased to announce that we are providing our long-term clients with access to an online portal – the Financial Knowledge Centre. It’s full of information, videos, quizzes, tables, charts and articles on all things financial. We think you’ll love it! We are providing 6 months complimentary access – and you should by now (or shortly will) have received our email introducing the services to you, and providing login and password details. We’d love feedback. Just look through the material and let us know what you like and what you don’t like.  The new Knowledge Centre can be accessed here … For personal financial advice tailored to your individual circumstances, simply call or email.  

Share market update – Don’t Panic!

Here’s an update on the latest sharemarket and bond market moves over the weekend. Just to add a bit of context to flashy media reports… Your own investment strategy may include more or less exposure to share and bond markets. This update is a very generic look at some of the issues driving news headlines on money and finance today. Posted by Michael's Musings on Sunday, 4 February 2018

End of Financial Year planning

End of Financial Year planning involves stopping for a moment and considering whether your financial affairs are in order and then taking action to ensure you gain maximum impact for your savings and investment dollars. A continually evolving mix of laws and regulations caused by annual Federal Budget changes adds a zest of uncertainty to the mix. End of Financial Year Some people don’t even notice the end of financial…

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WSP Licence Update

This post is the latest update for existing and prospective clients of WSP Pty Ltd on changes to the licence through which we provide financial planning services and advice. This change has been some time in the making, so for clarity here is a brief note on what is changing, and a review of our story so far. WSP’s Licence change As of the end of April, we will no longer…

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An update on our licence arrangements

Here is an update for our existing clients, who received a note from us earlier this year regarding a shift of our authorised representative licences from RI Advice Group Pty Ltd to a Perth-based dealer group under the name of Sentry. A bit of background Following a review of our business operations, the directors of  WSP Pty Ltd (the holding company for our two business trading names : Streamline Financial Planning…

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