About Wealth Planning Solutions

Wealth Planning Solutions provides expert financial advice and risk insurance to individuals, families and business owners. The cornerstone of our advice philosophy is to help you ensure the ongoing success of your personal and/or business financial affairs. We take the time to understand you, your challenges and aspirations, then we work with you to help you achieve your vision for your family and/or your business.It is a long term commitment, and is supported by our experienced staff who will make sure your particular needs are satisfied through professional advice and services which are tailored to your specific situation.


We provide the following Financial Services Tailored to your needs

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Connect to us via one of the following (or all!) social media links. You’ll be able to read regular news and announcements and hear what others are saying about our services!

Our Team

We have a diverse range of personnel to bring strong financial experience, skills, and ideas to the table.

Wealth Planning Solutions

We’re Here to Help


Wealth Planning Solutions
13 Mercer Street
Geelong VIC 3220

Ph: (03) 5224 9600
Fax: (03) 5221 5618


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