What can WAI Group do for me?

We are a boutique financial planning business servicing clients across Australia. We specialise in helping clients take control of their wealth and retirement planning for their future. 

We provide licensed advice across a range of issues- such as investment strategies, self-managed superannuation (SMSF), personal insurances, and how to utilise property to conservatively generate wealth for your future.  

How are we different? 

We are very transparent in how we work and why we advise what we do, rather than confuse you with fancy terminology or lots of numbers, we explain the ’nuts and bolts’ to make sure you understand it and it makes sense to you, nothing gets done without your express consideration and approval.

Our business is built on the premise that we are partners and we will be with you every step of the way on your journey, meaning we will meet with and speak to you frequently each year. This means we have a vested interest to ensure our clients are achieving strong and consistent results along the way, this fundamentally drives our investment philosophy for all client strategies. 

At WAI Group, we’re all about the future. The idea pre-occupies us in pretty much everything we do. When we ask people what the future looks like, we hear stories that involve dreams, hopes and aspirations – all with lots of detail about how they want to live their futures. People talk about wanting to be free, being able to choose how to live their lives. They want choices about the things they do, and a desire to not be restrained. We also find people aren’t selfish about this: they also want this for loved ones, family, and for themselves.

With so much invested in this thing we call ‘the future’, what we do now is pretty important. The quality of the decisions made now will change what comes. We understand this. We understand the future depends on what we do in the present.

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ABUNDANCE: THERE’S PLENTY FOR EVERYONE.

Our purpose at WAI Group is wealth creation. Wealth creation for you. But from the outset, we must be upfront – there’s something we need to put on the table. We’re a bit old school with how we think about wealth. We believe everyone should have the opportunity for wealth. We don’t think it’s just for a select few. Believing this defines us in the market, it makes us different. We believe creating wealth is an attitude: it’s less about whether you possess it now (or not), and more about intention. It’s about desire.

You see, at WAI Group, we believe in Abundance, not scarcity. Abundance is an attitude, a belief, a way of thinking. It informs the way we do business. For us, Abundance is about sharing, we believe there’s plenty for everyone. Abundance is also about sharing our knowledge. We think an abundance of knowledge leads to an abundance of wealth. We believe together we can create more - and this belief shapes what we do for you, and how we do it.