The right advice
changes lives
Our business is built on a simple goal
To help those who choose the entrepreneurial or professional path to be able to transition their vocational wealth to personal wealth in the most optimal fashion.
The way we do this is with a focus on understanding the specific circumstances unique to business owners and professionals, assembling strategies that generalist firms often miss, and ultimately making it possible for you to keep more of what you make.
It’s more than money, your business, or a career. It’s about building a life of freedom and choice fueled by the wealth you create.
Our bigger aim is to help our clients to build something that endures beyond one life and well into the future.
OUR JOURNEY
Wealthpro began life 2011 with a few clients, a three week old baby and a vision that isn’t too far from what most of our clients want.
Create freedom and deliver great advice to people who value it.
Like a lot of business owners, we hit the ground running. There was no grand plan, just a lot of helping people and making sure that the advice we were providing was the right advice.
In retrospect, it was the vision that mattered.
We knew what good advice looked like, and we were driven by the passion to help put people in a better position.
The direction came later.
Whilst the begging may have been like many other entrepreneurial starts, as time has progressed, what drives us has become less instinctive and something we have been able to make part of the DNA of Wealthpro.
We work best with like-minded business owners and professionals who aspire to something greater.
We believe in starting with the end goal in clear focus, because you can’t choose the best way to get there unless you know the destination.
There are the many financial options out there, we are passionate about ensuring the options that are in your best interest.
Today, Wealthpro is a successful part of the broader Wealthmed group, harnessing a wide range of capabilities that enable us to provide the best possible solutions to the needs of our chosen clients.
At the end of the day, what remains constant is simply that we are about helping you do the right things with your money well into the future.