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Wealth Protection Solutions

Suite 10, Level 1, 207-211 Buckley Street, Essendon, VIC, 3040

phone 1300 957 292

Wealth Protection Solutions was established in 2013; We have built our business on the belief that being wealthy and having ?nancial independence is not a rite of passage exclusive only to the rich and famous; rather we believe it is achievable for any Australian. What drove us to start a financial planning company was the understanding that, we could provide a simplified service in a complex industry. Our services extend beyond that of a traditional financial planner as our service also includes providing cash flow / budgeting advice to our clients. We track every dollar our clients spend and provide them with a monthly report on how they are tracking.

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Our team

Joey Soleiman
Senior Financial Adviser

The journey I have had over the past few years has allowed me to raise the bar with respect to the level of service my client’s experience. Information Technology completely changes the way we analyse and present data. Embracing new technology is always a daunting task, however it does provide the ability to provide our clients with cutting edge analytics with respect to their every dollar.

I advise new and existing clients in the areas of wealth creation, budgeting and cash flow management, debt reduction, superannuation, personal life insurance and retirement planning, all with the core aim of achieving their lifestyle goals. I am a member of the Association of Financial Advisers (AFA), Tax Practitioners Board (TPB), Financial Ombudsman (FOS), Australian Securities and Investments Commission (ASIC).

“There is no better feeling than helping everyday people, achieve their financial goals and I really can’t see myself doing anything other than being a financial planner.”
I was the recipient of the most Innovative Financial Planner for the year of 2015 which was awarded to me by MLC.

Christopher Smith
Financial Adviser

Chris has over 5 years’ experience within the financial services industry, providing tailored advice to clients to achieve their financial and personal goals, specialising in wealth accumulation, retirement planning, personal and business protection.
Chris is also a member of the Association of Financial Advisers (AFA), Tax Practitioners Board (TPB), Financial Ombudsman (FOS), Australian Securities and Investments Commission (ASIC).

“One of the most satisfying things about being a financial adviser, is seeing the happiness on a client’s face when they achieve their personal and financial goals.”
“My aim is to maintain long lasting client relationships, educating my clients throughout the process, ensuring that they are continually growing”.