Wealthdesign Financial Planning
In a world that can sometimes bring financial uncertainty, Wealthdesign is passionate about securing its customers’ financial future. We’ll give you the peace of mind and confidence in your investments that you need so that you can sleep well at night knowing you’ve been looked after by someone who understands that your financial future is as important to us as our own.
Perth Financial Planning Services
Robert Wearne
Financial Adviser
Your adviser Robert Wearne believes in a complete lifestyle approach to Financial Planning and provides advice that is up to date with current economic conditions and tailored to the individual or corporation.
Rob brings a wealth of experience in the Financial Services Industry and Financial Planning since 1995.
Estate Planning
After you’ve left us, your assets will need to be distributed to your next of kin or those who you nominate. Plan the process of managing the distribution of your assets while you’re still here, so that you can minimise the headache, and the heart-ache, of what can potentially be a stressful process for your loved ones.
Retirement Planning
Planning for the golden years can be a daunting prospect, but Wealthdesign’s experience in this area can help you to allocate your savings and income now to help you to achieve one of those great Australian dreams: financial independence in retirement.
Investment Planning
Meeting your fnancial goals objectives with the financial resources that you have available is Financial Planning 101, and it’s essentially what we’re here to help you achieve.
Property? Equities? Bonds?… Let Wealthdesign guide you about the right investments to plan your financial future.
Business Insurance
Protect your business against loss from forseeable, and unforseeable, business events that can potentially occur from time to time, such as damage to plant and equipment or other property damage, legal liability, or employee-related risk.
Taxation Planning
Reducing your tax liability and maximising your ability to contribute to your retirement plan are essential on your way to achieving your financial goals.
Risk Management
Working together with you, Wealthdesign can identify, evaluate, and prioritise risks to minimise the potential impact of unfortunate events or to maximise the realisation of opportunities.
Personal Insurance
In the event of a serious injury or illness, you could lose your ability to earn, become totally and permanently disabled, which is why Wealthdesign can help you plan to provide financial security to you and your family if such an unwanted situation was to arise.
Life Insurance
Should the worst occur, you’ll want your loved ones to be taken care of and supported financially. A lump sum payment to your family will go a long way toward ensuring that they are looked after in your absence.
Superannuation
Planning, consildating and managing your superannuation fund and contributions can go a long way to setting you up for that time in the future when work is behind you and you need to feel comfortable and stress-free about your finances, income and lifestyle.
Wealthdesign as local as you
Wealthdesign is a local Perth Financial Planning service. We believe in being upfront, reliable, available, and your one-stop point of reference for all of your and your family’s financial planning needs. Because securing the future is as important to us as it is to you.
What People Are Saying
Mike
Retiree
“Robert Wearne has been my financial adviser for many years. In all that time, he has advised me professionally and succesfully. I would not be in the financial postion I am in today, if it was not for Robert. It is refreshing to know that you can put your full trust in a person and he will go handle your financial affairs in the best possible way. When consideriing what happened at the Banking Royal Commision, if you haven’t got trust in your financial adviser, then you haven’t got anything. In Robert you could not find a more trustworthy person. I can make that statement without any hesitation.”
Archie
Director
“We would like to thank you for the work you have done for us over the past 20 years. The expertise and attention to detail and the way you have handled our financial affairs has benefited us greatly. Your continual advice, your honesty and integrity has helped reassure us on all areas of our financial planning. We would highly recommend Robert to anyone wanting to achieve better financial outcomes.”
Julie
Managing Director
“Passion, Knowledge and a genuine interest in achieving the best for clients is what makes Rob a truly professional financial adviser. His dedication, knowledge and honesty has been the reason that we have entrusted him with our financial planning for over 20 Years. It is really refreshing to work with someone who offers such a prompt and comprehensive service. We would recommend his services to anyone wanting to better their financial Portfolio.”
