A lifetime of financial care

Wealth Planning Professionals: Securing your financial future

Shane and Kristie Peters are Wealth Planning Professionals. Their 40+ years combined experience in the industry makes them trusted leaders in their field. They love working with people, arming their clients with knowledge and providing transparent solutions; empowering clients to reach new heights.

Experts in their field, clients come from all walks of life to seek them out; small business, individuals, retirees, pensioners, those that are starting out, each solution is as unique as the individual requesting it. This hardworking, integral team make it their business to understand your business.

Wealth Planning Professionals is passionate about creating a financially secure and prosperous future for you and your loved ones. Call them today.

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Financial planning services

Retirement planning

Start planning now and retire when you choose

Insurance

Protect your loved ones, your lifestyle and your business

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Specialist services

We can help with your Business planning, Estate planning, Salary sacrificing, Redundancy, Centrelink benefits and Aged Care

Get in touch

How we can help you

As a family business we offer a professional and caring approach to financial planning, backed by uncompromising integrity and extensive knowledge and experience in the industry. We strive to deliver financial solutions tailored to meet the specific needs and objectives of our clients, with a commitment to quality ongoing service and support.

We build long-term relationships with our clients, helping them reach their financial goals no matter what stage of life they're at. We'll help you implement your plan and review your progress to keep you on track over time.

Important information

Our Expert Team

Shane Peters

Kristie Peters

Raxa Patel

Testimonials

"Wealth Planning Professionals came highly recommended from our tax professional. Receiving our financial plan to guide us toward our retirement goal, I can honestly say, for the first time we had a clear picture of what we needed to do to make our goals a reality. We are thankful to have met the trusted professionals at Wealth Planning and now have peace of mind."

M & C Pomery

"As a self funded retiree on an allocated pension, I was finding the global credit crisis a great concern especially when my funds were depreciating at an alarming rate. Wealth Planning Professionals communicated with me on a regular basis and enabled me to move my money into a variety of investments that limited my losses. Their knowledge of Centrelink has seen me able to obtain benefits that have given me peace of mind during these difficult times. Their integrity and knowledge of the financial markets makes them a valuable asset as they control my finances allowing me to enjoy the benefits of retirement."

A Pinnington

"After the sudden and unexpected death of my husband, a friend suggested I contact the team at Wealth Planning Professionals. Having no idea how to "manage" the superannuation and as a couple we had no retirement plan. The Wealth Planning Professionals showed me the way forward financially and now oversee my entire portfolio. An empathic, knowledgeable and helpful group of professionals; these people make it their business to create and nurture the financial plans of their clients. I trust in them completely."

Christine Walker

All the latest

08 8260 2687
info@wealthplanningprofessionals.com.au
Innovation House, 50 Mawson Lakes Boulevard MAWSON LAKES, SA 5095