Wealth Planning Professionals Pty Ltd

Innovation House, Suite 8,50 Mawson Lakes Boulevard, Mawson Lakes, SA, 5095

phone 08 8260 2687

Our office is located in Innovation House which is located at 50 Mawson Lakes Boulevard, Mawson Lakes with plenty of off-street parking for client convenience.  Wealth Planning Professionals Pty Ltd is a family business that has been operating in the financial planning industry for the last 20 years. We strive to deliver financial solutions tailored to meet the specific needs and objectives of our clients with a commitment to quality ongoing service and support.  As a family business we offer a professional and caring approach to financial planning, backed by uncompromising integrity and  extensive knowledge and experience in the industry.  Let us help create a financially secure and prosperous future for you and your loved ones.

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Our team

Kristie Peters
Director /Financial Adviser

Kristie has been providing financial advice to clients since 1996 and works closely with her husband Shane in providing financial solutions to meet the specific needs and objectives of their clients. She is also an active member of the Financial Planning Association.


Shane Peters
Director /Financial Adviser

Shane has been providing financial advice to clients since 1995 and works closley with his wife Kristie in providing solutions to meet the specific needs and objectives of their clients.  He is also a member of the Association of Financial Advisers.


Services

Financial Advice

Wealth Management

Investing

Insurance

Debt Management

Superannuation

Retirement Planning

Estate Planning

Self Managed Super Funds

Gearing

Direct Equities

MIS AGRI

TASA Services