DREAMS COME TOO BIG, SO WE CAN GROW INTO THEM.

WAI Group is a boutique, full service wealth creation team based in West Perth, Western Australia. Our approach to creating wealth for our clients is different to our marketplace competitors: we’re proud of that. Our difference is expressed both in our beliefs  (these are the things that motivate us to do what we do) and also our practices (these are the behaviours that drive our success for you).

WAI Group believe in Abundance, not scarcity. Our focus is sharing our knowledge so you make investment decisions with confidence, where those decisions lead to abundance in your future. The future, and what it means to you, is very important to what we do. We’ve created our business offering clients an abundance of complementary services including:

  • Self Managed Super Funds (SMSFs)
  • Investment property search + purchase
  • Insurance services around:
    • Life insurance
    • Income protection
    • Disability + trauma

When you deal with WAI Group for wealth creation through property investment advice, we’ll offer you the ability to establish a SMSF specifically designed to house your investment property. This differs from other providers. Our SMSFs benefit you through reduced established fees and quicker establishment time. We take a hands-on approach by managing the process for you, ensuring the correct structure is set up to deliver you maximum advantage.

WAI Group has exclusive WA access to the Aspire Property Network. Aspire delivers our clients a thorough, systematic, transparent and proven property research tool where all factors surrounding a property’s viability for investment are available for viewing. Aspire is a superb research tool, arming clients with information not available elsewhere, the benefit of which is reassurance around investment decisions.

The importance we place on preparing for your future at WAI Group leads us to be full bottle when it comes to insurance. It’s a fairly scary reality that most Australians are underinsured. So, being prepared for some scenarios goes hand-in-hand with maximising opportunities for others. In our language, we call this risk management, and it’s where we focus on one of the most underrated and overlooked aspects of sound financial planning – personal protection. At WAI Group, we have an in-house licensed financial planner who can discuss ways to protect the big aspects of your life – your family, your assets and your income.

PLEASE CLICK ON A BUTTON BELOW TO VIEW OUR SERVICES.

WHO DO WE DO IT FOR: ARE WE RIGHT FOR EACH OTHER?

WAI Group clients come from all walks of life. None too big, or small. We don’t judge a book by its cover, so we welcome you, irrespective of age and life stage.

From experience, WAI Group clients recognise there is no time like the present. They want to get it done, to start the journey. They also realise (from their current position) they don’t have all the answers. Our clients are reaching out to find help because they want to set the wheels in motion for their future: they’re looking for advice on how to maximise opportunities when investing in property. They resist putting their future in the ‘too hard basket’. They realise the longer they leave it, the less abundant their future could be.

We are most use when your super account has $100,000 already saved. We understand if it’s your first $100,000 it’s significant. And we agree. Remember our focus is to grow that. We find a good chunk of our clients are in their thirties and forties, most probably time poor, who are possibly working away/FIFO, have families (though not always) and are enjoying the fruits of what it means to live in Australia.

If some or all of the above sound like you, reach out and contact us. We’d love to say hello.