“Nearing retirement, Wealth Planning Solutions was recommended to me for financial planning advice. I was very pleased with their friendly professional attitude and attention to detail. Listening to my needs was a key component of our communication and gave me a feeling of confidence that their advice was right for me. On the basis of my experience, I am happy to recommend WPS to anyone looking to maximise their circumstance based on sound financial advice.”
Nick – Ocean Grove
“We would be delighted to recommend Wealth Planning Solutions (WPS) as our manager for our Self-Managed Super fund.
WPS, in particular Karen Ryrie has been our advisor over a period of some 8 years and has looked after our affairs in a most professional manner; always looking for opportunities and has provide sound advice. In more recent times Karen has been ably assisted by Carol. Cheryl and l would highly recommend WPS to our close friends.”
Mike and Cheryl – Geelong
“I have been mightily impressed with the support provided by Karen Ryrie and the team at Australian Unity. Customer service is obviously a priority. Every time I have made contact or attended a meeting I feel that I am always listened to, respected and that I am being given individual attention. There is a great sense of trustworthiness and integrity, which for me, are essential when dealing with financial matters”
“My wife Jenny and I spoke to a number of financial advisers before selecting Karen and her team to assist us managing our SMSF two years ago. The other advisers were running by the clock i.e. the first consultation was free and limited to 1.0 hour. If we wanted to go further, then we had to pay. We came away with more questions than answers. This was not the case with Karen and her team – they spent some time with us over a number of meetings to ensure we were fully aware of all the options, the benefits, the costs, any legal obligations and the potential returns on investments. We came away for the initial meetings fully understanding our options and confident that Karen and her team would look after our interests.
We get regular advice from Karen on our portfolio and regular updates on the market. The service provided by Karen and her team is very personal and they are just a phone call away, always happy to answer any requests or questions we might have. I don’t worry about the daily ups and downs of the market because I know Karen and her team are monitoring it and will be proactive with advice on our portfolio. I have recommended Karen and her team to friends and work colleagues in the past and will recommend them to others in the future. ”
Allan and Jenny – Highton
“When both parents in a family are working and managing a busy family it is comforting to know that our ‘financial matters’ are being reviewed daily by local people with the knowledge and expertise required.
Karen, Shane and team are only a phone call / email away if advice is needed.
For us Wealth Planning Solutions is a ‘one stop shop’ for financial advice, insurance matters, income protection etc. all in a welcoming environment. We can get on with our lives knowing our finances are in safe hands.”
Adele and Andrew – Newtown
“Karen & her team have been our financial advisers for 5 years and have provided advice both actively – when external circumstances warrant change – and responsively when we have sought specific information.
Prior to WPS we had a series of unsuccessful associations and it was such a welcome relief to find an organisation that not only has a broad and detailed knowledge of the finance industry, but is also so willing to provide reliable advice whenever we seek it.”
Richard and Kate – Torquay
“Our family has been working with Karen Ryrie at the Geelong branch of Australian Unity Personal Financial Services for a number of years and we have been very pleased with the results achieved!
Karen and her staff are highly professional as well as being very warm and caring which makes our financial planning a pleasure rather than just another necessary task.”
Fiona and Daryl – China
” have always found Karen and her team from Wealth Planning Solutions to be professional and with a caring family type attitude to managing my portfolio.”
EILEEN – Bell Post Hill
“Wealth Planning Solutions under Karen’s leadership has provided outstanding financial advice and guidance to our SMSF (my wife and I) since 2011. Over that time, Karen has re-organised and rebalanced our investment portfolio and succeeded in achieving highly satisfactory year-on-year returns from day one. Karen is a great listener and has always applied a steady hand with financial advice throughout many bouts of market volatility. Our SMSF is beautifully diversified, our architect is Wealth Planning Solutions.”
Chris – Glen Iris
“Both Robyn and I have used Karen’s advice and facilities to manage our super fund since 2008, we moved our investments after being unhappy with our previous investment adviser. We have found both Karen’s advice and support from Australian Unity to be well suited to our requirements, always available, prompt professional response to all requests and constant updates to improve our position with stocks has suited us since. We have recommended others who are also happy with the outcome.”
Bob and Robyn – Ocean Grove
“Since becoming clients of Wealth Planning Solutions we have had peace of mind knowing that Karen, Shane and staff are looking after our best interests. We know that our retirement plans are being well and truly covered by Karen and her very efficient team.”
Sandra and Geoff – Tarneit
“I wish to thank Karen and her team for the help and support you give me with my financial plan and on-going requirements. I can email or call and be helped in moments and can also have regular face-to-face catchups when I need them. You are all so easy to talk with and I come away feeling like you are really looking after me.”
Nellie – Geelong
“Karen was recommended to us about five years ago. Karen is a very polite and friendly person. With Karen & Shane’s advice, we have been able to achieve a comfortable retirement. We are happy to recommend Karen & Shane to our friends and family.”
Terry and Karina – Lara
“Since 2010, I have been under the financial guidance of Karen Ryrie. Karen and her team have always shown the utmost care, guidance, loyalty and trust with all my financial affairs. Karen has also, gone above my expectations and she is just fantastic to discuss things with.”
Helen – Highton
“After being with Karen and her loyal team, we are impressed with their knowledge and commitment to us, always helping us in any way there can and also has increased our Investments to our advantage. If only we had known about her earlier.”
Karen and Manny – Geelong
“I would recommend Wealth Planning Solutions and especially Karen Ryrie as I have been impressed by the professional manner in which all work is done. My needs are listened to and options are provided with no pressure applied. Regular communication is provided in a timely manner.”
Julie Mason – Melbourne
“I have been under Karen’s guidance for 8 years. Wealth Planning Solutions have been a valuable asset in my financial planning. I am completely satisfied with the advice provided.”
Barry McCallum – Cost Price Sheepskin Company Pty Ltd.
“I am extremely happy and would be delighted to recommend Wealth Planning Solutions services to anyone seeking financial planning advice. Karen and her team are both professional and caring, whilst carrying out my financial planning needs. They are always warm and friendly, making it a pleasure to deal with them. I truly think they are gorgeous and I call them “MY ANGELS”.”
Rose – Highton
“In 2010 Karen Ryrie helped us set up a Self- Managed Superannuation Fund. We were impressed with the advice and help offered and explanations given at each stage.
We have also been impressed with the ongoing support and advice from Karen and her staff, nothing is too much trouble and help is always readily available.”
Ian and Deidrae Muir – Geelong
“Karen has managed our finances now for over two years, and we are more than happy with the results thus far. We receive fantastic advice with clear and concise communication.”
Greg and Pam Drayton – Corio
“Karen is always very generous with her time and deeply cares about getting the best financial outcome for me and my family. She always goes above expectations and I can’t recommend her services highly enough.”
Chris Maccan – Melbourne
“Some years ago we approached various people searching for a suitable Financial Advisor. We found that Karen Ryrie and the girls at Wealth Planning Solutions were the most understanding and easiest group to work with and we were more than happy to put our finances in their hands.
Karen focused on our goals for the future and structured a strategy that had proved successful. I particularly like being treated as a personal friend. The empathy we share has grown over the years and would recommend Karen and her team to anyone in need of financial advice.”
Jeff Peck – Geelong
“I have been a client of Wealth Planning Solutions since February 2009. My experience from Wealth Planning Solutions headed by Karen Ryrie has always been very professional and I am extremely satisfied with the support and advice that is offered. The Investment Portfolio Report for my account is issued on time, easy to understand and the opportunity to discuss in detail is available. I would have no hesitation in recommending Wealth Planning Solutions to manage financial affairs.”
John L – Newtown
“We have been receiving financial advice from Karen for the past 2 years. Karen was recommended to us, and we have been more than happy with the level of service and advice given. Nothing is too much trouble.”
Lyn and Basil Heslop
“We are very happy with Wealth Planning Solutions, and all the staff are very helpful, it’s a pleasure doing business with them. ”
Ted & Katrina – Grovedale
“We needed financial advice when our situation changed due to redundancy. We couldn’t be happier with the expert advice and guidance provided by Karen and her team.”
Debra & Nigel – Belmont
“We first met Karen Ryrie in 2008 at a retirement seminar. We were impressed with Karen’s sound advice as we considered “Transmission to Retirement” as we were looking for direction as we approached retirement age. We had been working interstate for many years; we were very suspicious of financial planners but found Karen to be professional, honest, dependable and caring. We are now happily retired and travelling around Australia, thanks to Karen’s expert advice.”
Michael and Gayle – Geelong
“I first meet Karen Ryrie in 2009 and I immediately felt at ease. Her knowledge and passion for her work is outstanding. I feel like I am part of their team. I couldn’t be happier with the support and guidance provided by Karen and her team at WPS.”
Margaret D – Newtown
“Cannot say enough about the service and advice that has been provided.”
Morris Riddle – Highton