Wealth Psychology is a family business that was established in 1985. The original Taxation & Accounting practice continues today.

 

In 2011, the Practice added Financial Planning and Mortgage Broking to offer financial services that would complement our tax and accounting advice. We believe the additional services assist our clients to achieve positive results from both a tax and financial perspective. 

 

The Practice holds independent licences with ASIC and registration with the Tax Practitioners Board in order to provide these services and recommend products to clients.

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We are a tax and accounting Practice operating for over 36 years in Perth's northern suburbs and service clients from all over Australia as well as internationally. We are proud to offer a full suite of financial solutions and advisory services at any stage of your life and business.

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The foundation of our Practice being a tax and accounting firm allowed the formulation of a synergistic approach in offering a range of additional services including investment, life insurance, retirement planning and residential lending services. We specialise in complex tax issues, estate planning, financial planning and asset purchases for property investors who are told by the banks that they have too many loans.

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We are set apart from most accounting practices as we offer services in three key areas that include tax planning and preparation, financial planning and advice, and mortgage and loan services for asset purchases or refinance. We believe this point of difference offers you a complete service model to assist holistically in creating your financial solution.

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We want to hear from you. Please contact us today to find out how we can help you.