Wealth & Retirement Solutions

Our expertise in insurance goes back over 20 years. Whether you need to protect your family or your business, WRS have the knowledge to ensure that you get the advice that fits the need. Ask us for one of our Insurance Booklets. It outlines in detail the different forms of personal insurance, how they are applied, and how they fit together. At WRS we take a staged approach to planning for our clients. We determine where the priorities are and then break down how we achieve those priorities. We take into consideration minimizing tax payable, selecting assets that are relevant to your income or growth needs. We look at strategies to provide the most benefit to your financial position. It is not uncommon for major restructures to take up to 10 years to fully implement. Our role at WRS is to plan out the process so that your goals are achieved.