Our Approach

Our approach is simple – we listen, we simplify complexity, we alleviate financial stress, and most importantly we partner with you, allowing you to stay in control of your wealth.

Step 1

Introduction

This chat will help us understand your advice needs and see if we are the right fit to work together.

Step 1

Step 2

Discovery

This meeting will allow us to develop a meaningful understanding of your world today, understand your financial concerns, and uncover what truly matters most to you.

Step 2

Step 3

Engagement

We will explain and seek your agreement on how we can work together based on your objectives and confirm our services and fees.

Step 3

Step 4

Advice

We will clearly outline what needs to be done to achieve your desired financial outcomes and take action.

Step 4

Step 5

Partnership

As the path to retirement evolves we will keep you informed and in control of your wealth.

Step 5

Get in Touch

Call (08) 9200 4215

Our Location

3/11 Sainsbury Rd, O'Connor WA 6163

Mailing Address

PO Box 463, Melville WA 6956

Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed

Executive Wealth Partners Pty Ltd, corporate authorised representative 454567 of Alliance Wealth Pty Ltd ABN 93 161 647 007, AFSL 449221. Email: aw@cpal.com.au | Telephone: 1300 557 598

Executive Wealth Partners is a Corporate Credit Representative of Centrepoint Alliance Lending Pty Ltd.

General Advice Disclaimer:
The material shown in this website is for general information purposes only. It is not intended to be, nor should it be read as specific personal advice. Whilst all care is taken in the preparation of this material no warranty is given with respect to the information provided, and accordingly no responsibility for errors or omissions, including responsibility to any person by reason of negligence is accepted by Executive Wealth Partners Pty Ltd or any member or employee of Executive Wealth Partners Pty Ltd. Before acting on any of the information contained in this website you should obtain advice from a financial adviser, which is appropriate to your specific needs, objectives and financial situation.

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