Wealth Creation
Proactive and strategic wealth advice that unlocks opportunities, optimises returns, minimises costs and protects against risks
Building wealth requires more than just hard work – it requires expert and up-to-the-minute knowledge of investment opportunities, planning that considers your situation and goals, action that is informed and effective, and regular review and management. Our team devise investment structures to achieve the best possible outcomes for your business, yourself and your family while maintaining maximum flexibility should your circumstances and/or wealth distribution preferences change.
Services include:
- Investment reporting
- Succession planning
- Estate planning
- Working in tandem with external financial planners
Our Happy Customers
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We have been engaging WHM Partners for over twenty years. Over that period, they have become an integral part of our business and personal lives. We have been extremely happy with their timeliness and accuracy…
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We have been engaging WHM Partners for over twenty years. Over that period, they have become an integral part of our business and personal lives. We have been extremely happy with their timeliness and accuracy as well as their skills and up to date industry knowledge. I would have no hesitancy in recommending WHM as a leading public accounting firm for both business and personal needsโฆ
Steven Strange CEO Health Metrics Pty Ltd healthmetrics.com.au -
As a company director, it is humbling to be associated with a business that has our best interest at heart. Abra Aluminium has had an association with WHM Partners since its inception in 1991. Throughout…
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As a company director, it is humbling to be associated with a business that has our best interest at heart. Abra Aluminium has had an association with WHM Partners since its inception in 1991. Throughout this time Brendon and his team have showed complete professionalism in every aspect of our accounting requirements.
Through the vast depth of their accounting experience, we have been guided and advised throughout our journey enabling the stake holders to have peace of mind knowing that we are being well looked after in an efficient, proactive and competent manner.
From both a personal and corporate level, I wish to extend my gratitude for the services rendered during the past 20 years and may it continue to be as enjoyable for the next 20 years.
James D Allen Managing Director Abra Aluminium www.abra.net.au -
WHM Partners are without a doubt the best accountants that we have ever dealt with. They have helped us to grow our business to where we are today, manage our trusts and oversee our personal…
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WHM Partners are without a doubt the best accountants that we have ever dealt with. They have helped us to grow our business to where we are today, manage our trusts and oversee our personal finances. Their planning and strategic advice goes well beyond the level you would expect from an accounting firm, we would (and have) no hesitation in recommending their services to anyone looking for accountancy advice & assistance. As a long term client of WHM Partners we believe that when you find something that works, stick with it! We have been with WHM for approximately 20 years and don’t plan on going anywhere else!
James & Vanessa Wood Director & Business Manager C&B Safe Pty Ltd cnbsafe.com.au -
When we were offered the opportunity to supply a testimonial for WHM Partners website we didn’t even have to think twice. Having worked with David Wharton from the mid 1980’s before he joined Sanjeeva and…
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When we were offered the opportunity to supply a testimonial for WHM Partners website we didn’t even have to think twice. Having worked with David Wharton from the mid 1980’s before he joined Sanjeeva and the team at WHM Partners, it has been and still is a pleasure to have them as our accountants. Their advice and expertise goes above and beyond what is expect and they have contributed to getting our business to where it is today. They are always on hand to offer the most up to date accounting advice and no query is too big or too small! We have no hesitation in recommending them and look forward to many more successful years ahead with them.
Lawrie, Greg & Narelle O’Shea Directors O’Shea Plumbing Pty Ltd www.osheaplumbing.com.au
