“THE RIGHT ADVICE AT THE RIGHT PRICE”

Our goal is to deliver quality client focused ongoing advice at a fairer price, and to assist and coach our clients to ensure they reach their financial goals and objectives. We provide a fairer fee structure with no excessive adviser fees, with no hidden costs and no additional adviser fees for changing investments or strategies. There is also no cost to you if you just wish to transfer from your existing adviser to Wellington Financial Planning.

Stress Less. Take Control. Plan Ahead.

A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future. It’s leaving a legacy for the next generation. At Wellington Financial Planning we help you get control of your money so you can live life on your terms.

How can we help?

It all starts with understanding exactly what it is you want to achieve. We will then create your financial plan to help you get there.

  • Get started and set your family up for success
  • Build wealth and pursue your goals
  • Prepare for retirement and beyond
  • Make the most of retirement

What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Prepare for tomorrow, make the most of today.

5 Steps To Mastering Your Money

In this free ebook we share 5 important steps to help you be the boss of your money.

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Insights

Jane Brown

Head Accountant

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