Financial Planning & Investment
If you want pro-active investment and strategic advice in relation to retirement planning and wealth accumulation,
Come and talk to us!
Client Services
WDP Financial Solutions Pty Ltd is the holder of Australian Finance Services Licence No. 226184.
We specialise in managed investment funds and can provide a service to share brokers for direct share investments. We have access to both retail managed funds for lower investment amounts and wholesale funds through Master Trust and Wrap facilities. Advice can be provided for personal and business investments. All professional advice is provided as part of a financial planning service catering for all age groups.
Newsletter
Our quarterly financial planning newsletter, Pathways, is now available from our website.
Click here to download the current, and past editions.
A Brief History
WDP Financial Solutions Pty Ltd (formerly Waters Dace Financial Planning Pty Ltd) was established in July 1999 and has held a Securities Dealer's Licence continuously since that date. This allows our firm to provide comprehensive in-house financial planning and investment advice to our clients. Also, by holding our own licence the firm is not aligned to any external dealers or product providers and therefore is in a better position to provide un-biased professional advice. The firm is also a Principal member of the Financial Planning Association. Embracing both accounting and financial planning as a total financial service is in keeping with our philosophy of adopting a holistic approach towards our clients' financial affairs.
Click here to read about our
'Core Philosophy'