PTP LogoPTP Logo
Client File Upload
LinkedIn
YouTube

Wealth Management

When effective financial planning and wealth management is combined with our compliance and business advisory services the results are nothing short of spectacular.

Unfortunately, wealth management is often an area that is neglected because it is not perceived as a ‘have to have’. 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 yourself 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.

FREE CONSULT
Contact Us
“The longer you wait to take action, the more money you are losing.” – Carrie Wilkerson

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, whether we like it or not. 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?? 

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.

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.

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.

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!

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.

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.

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 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.

 

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!

Your Wealth Expert

James’ own journey building his own perfect financial foundations is what inspired him to move from the tax compliance space and into financial advice.

James’ passion is to help his clients build their own perfect financial foundations, and navigate through personal insurances, SMSF & investing – ensuring they are confident in their current and future financial position.

James Robinson

James Robinson

Certified Financial Planner

Secure Your Financial Future

Build Your Own Perfect Foundations

  • FREE Initial Meeting To Discuss Your Financial Potential 
  • Retirement Planning
  • Investment Strategy
  • Self Managed Super Funds
  • Life Insurance & Income Protection
  • Grow Wealth For Your Future
  • Ongoing Accountability To Ensure Goals Are Met
Claim Your Free Consult With James
Contact Us

Perta Thomson Partners Wealth Management Pty Ltd  ABN 51 167 290 931 is a Corporate Authorised Representative of GPS Wealth Pty Ltd ABN 17 005 482 726. Australian Financial Services Licence Number 254544. Australian Credit Licence 254 544. Corporate Authorised Representative 451368.

“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.”

www.gpswealth.com.au | Privacy Statement | FSG / COMPLAINTS

Menu