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Wealth Management

Batter up! Time to play the money game. Are you warming the bench or basking in the success of a game well played? As head coach, we have the game plan to ensure you win.

Unfortunately, financial planning and wealth management are often neglected because they’re not seen as a ‘have to have’ services. Again, referring to our three key factors for growing wealth, nothing could be further from the truth. Wealth Management is as important, if not more important, than both compliance and business advisory.

Why? If you go through the hard yards to improve the performance of you and your business, meet all legal obligations and minimise tax only to invest your earnings poorly—or worse, not invest them at all—then how have you grown and met your definition of success? The fact is that without wealth management you will not be likely to achieve your full potential.

Contact Us

Trusted Wealth Management Services in Melbourne, Geelong, Shepparton, and Cobram

Are you seeking expert wealth management services in the thriving cities of Melbourne, Geelong, Shepparton, and Cobram? Look no further! Our dedicated team of financial professionals is here to provide you with top-notch wealth management solutions tailored to your unique needs and aspirations.

Welcome to PTPs, your trusted partner for effective wealth management solutions. We understand that managing your finances requires careful planning and expert guidance. Our experienced team is dedicated to helping you achieve your financial goals, ensuring a secure and prosperous future.

Services:

Personalised Wealth Management:

Our skilled professionals work closely with you to develop customised wealth management strategies that align with your aspirations and financial situation.

Investment Planning:

We offer expert investment advice and create tailored portfolios to maximise returns while minimising risks.

Retirement Planning:

Secure your retirement with meticulous planning and strategies that provide peace of mind during your golden years.

Estate Planning:

Ensure a seamless transfer of wealth to your heirs through our comprehensive estate planning services.

Why Choose Us:

Local Expertise:

With offices in Melbourne, Geelong, Shepparton, and Cobram, we understand the unique financial landscape of each area and can provide region-specific advice.

Experienced Team:

Our team consists of seasoned financial professionals with a proven track record in successful wealth management.

Client-Centric Approach:

We prioritise your goals and aspirations, crafting strategies that reflect your individual needs and preferences.

Testimonials:

Read what our satisfied clients in Melbourne, Geelong, Shepparton, and Cobram have to say about our exceptional wealth management services.

Contact Information:

Ready to take control of your financial future? Contact us today to schedule a consultation at our Melbourne, Geelong, Shepparton, or Cobram office.

“Money moves from those who don’t manage it, to those who do.” – Dave Ramsey

If you think “I’m too young to be thinking about my retirement”, then good news, you’re the perfect age to be thinking about your retirement.

Most of us don’t want to think about it but the future is coming for everyone. The more effort you put in now at your current age, the more financial security you’re going to have when the time comes to retire. Seems like a simple concept, but did you know that 81% of retirees will end up on the pension, and 95% of Australians will NEVER achieve financial independence? Our retirement planners are passionate about ensuring your retirement is more than comfortable.

Your Wealth Journey Starts Here

STEP ONE
THE INITIAL CONSULT

What’s your story? The first step in your financial freedom journey is for us to get a detailed insight into your history, and your future direction! With this information, we can determine where you sit in the ‘Game of Money’. Whether you’re just starting out or on the path to retirement, PTP helps you take the next step toward financial freedom.

STEP TWO
THE STRATEGY SESSION

Time to get serious about those goals.
Let us run the numbers and come back to you with a list of options based on what YOU want to achieve. Together in this strategy session; we’ll asses the strengths of each strategy and choose one that best suits your individual goals and lifestyle.

Wealth Management Services Shepparton

STEP THREE
STRATEGY PLANNING

Our team will take all the data from our strategy session together and create your custom plan – outlining step by step the path you’ll be taking to achieve your financial goals.

STEP FOUR
STRATEGY IMPLEMENTATION

Once the plan is confirmed, we’ll take you through it step by step from start to finish to ensure you’re set up for success right from the beginning. Depending on the complexity of your personalised plan, this  process could take between 2 weeks, up to 6 months.

Wealth Management Services Shepparton

STEP FIVE
WHAT’S NEXT?

You’re never on your own. Once your plan is implemented, our team is always there to help you along your path. Everyone is different and will therefore have a range of requirements when it comes to their plan. We provide only the level of assistance that you desire from us!

Wealth Management Services Shepparton

START HERE

STEP ONE
THE INITIAL CONSULT

What’s your story? The first step in your financial freedom journey is for us to get a detailed insight into your history, and your future direction! With this information, we can determine where you sit in the ‘Game of Money’. Whether you’re just starting out or on the path to retirement, PTP helps you take the next step toward financial freedom.

Wealth Management Services Shepparton

STEP TWO
THE STRATEGY SESSION

Time to get serious about those goals.
Let us run the numbers and come back to you with a list of options based on what YOU want to achieve. Together in this strategy session; we’ll asses the strengths of each strategy and choose one that best suits your individual goals and lifestyle.

Wealth Management Services Shepparton

STEP THREE
STRATEGY PLANNING

Our team will take all the data from our strategy session together and create your custom plan – outlining step by step the path you’ll be taking to achieve your financial goals.
Wealth Management Services Shepparton

STEP FOUR
STRATEGY IMPLEMENTATION

Once the plan is confirmed, we’ll take you through it step by step from start to finish to ensure you’re step up for success right from the beginning. Depending on the complexity of your personalised plan, this  process could take between 2 weeks, up to 6 months.

Wealth Management Services Shepparton

STEP FIVE
WHAT’S NEXT?

You’re never on your own. Once your plan is implemented, our team is always there to help you along your path. Everyone is different and will therefore have a range of requirements when it comes to their plan. We provide only the level of assistance that you desire from us!

Wealth Management Services Shepparton

Secure Your Financial Future

Build Your Own Perfect Foundations

  • FREE Initial Meeting To Discuss Your Financial Potential 
  • Retirement Financial Planning
  • Investment Planning
  • Self Managed Super Funds
  • Life Insurance & Income Protection
  • Grow Wealth For Your Future
  • Ongoing Accountability To Ensure Goals Are Met
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GPS Wealth

Perta Thomson Partners Wealth Management Pty Ltd  ABN 51 167 290 931 is a Corporate Authorised Representative (ASIC No.451368) of GPS Wealth Ltd ABN 17 005 482 726 | Australian Financial Services Licence Number 254544

“This information has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation or needs.”

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