Wealth Planning Solutions Pty. Ltd.

Wealth Planning Solutions Pty. Ltd. Wealth Planning Solutions provides financial advice and Risk Insurance to individuals, families and business owners.

Financial Planning & Advice | SMSF | Life Insurance | Income Protection | Redundancy and Retirement Planning | Business Estate Planning. You can find out more about Wealth Planning Solutions by visiting our web page at www.wealthps.com.au

See the scams retirees are falling for right nowScams targeting retirees are becoming more sophisticated. From fake “ter...
10/06/2026

See the scams retirees are falling for right now

Scams targeting retirees are becoming more sophisticated. From fake “term deposits” to AI‑generated voices and celebrity endorsements.

If something feels off, take a pause and check before you act.

👉 Read our latest article to learn how to stay protected.

https://wealthps.com.au/wp-content/uploads/2026/05/Money-Insights-Winter-Newsletter-2026.pdf

Enjoy a healthy retirement!A healthy retirement isn’t just about finances. It’s about looking after your wellbeing too.F...
03/06/2026

Enjoy a healthy retirement!

A healthy retirement isn’t just about finances. It’s about looking after your wellbeing too.

From staying active to planning for healthcare costs, small steps can make a big difference.

👉 Read our latest article to learn how to enjoy a healthier, more secure retirement.

https://wealthps.com.au/wp-content/uploads/2026/05/Money-Insights-Winter-Newsletter-2026.pdf

Many EOFY strategies rely on timing, eligibility and fund processing deadlines. Waiting too long can limit your availabl...
25/05/2026

Many EOFY strategies rely on timing, eligibility and fund processing deadlines. Waiting too long can limit your available options.

A short conversation now can provide clarity, confidence and peace of mind heading into the new financial year.

Book your EOFY review with us today.

Client Guide:https://wealthps.com.au/wp-content/uploads/2026/04/EOFY-Financial-Planning-Tips.pdf

If you draw a pension from your super, minimum pension payments must generally be made before 30 June.Missing the minimu...
20/05/2026

If you draw a pension from your super, minimum pension payments must generally be made before 30 June.

Missing the minimum drawdown requirement can have tax and administrative consequences, and it can’t always be fixed afterwards.

If you’re unsure whether you’re on track, it’s worth checking in, sooner rather than later.

Please contact us if you’d like us to review this with you.

03 5224 9600

www.wealthps.com.au

For couples, EOFY may be a chance to:• Support a lower‑income earning spouse’s super• Balance super balances over time• ...
18/05/2026

For couples, EOFY may be a chance to:
• Support a lower‑income earning spouse’s super
• Balance super balances over time
• Improve long‑term retirement flexibility

The rules are technical, but the goal is simple: keeping options open and planning together.

A quick review can highlight whether any missed opportunities exist.

Book an EOFY check‑in with us today.

www.wealthps.com.au

DownloadSuggested post wordingIf you’re working and have taxable income below certain thresholds, making an after‑tax co...
13/05/2026

Download
Suggested post wording

If you’re working and have taxable income below certain thresholds, making an after‑tax contribution to super could unlock a government contribution of up to $500.

Eligibility depends on income, age and super balance, so it’s worth checking this before EOFY.

Sometimes the smallest contributions can deliver surprising value. Contact us today to learn more.

Client Guide:https://wealthps.com.au/wp-content/uploads/2026/04/EOFY-Financial-Planning-Tips.pdf

For people approaching retirement or holding larger super balances, EOFY can be an important checkpoint. Contribution li...
11/05/2026

For people approaching retirement or holding larger super balances, EOFY can be an important checkpoint. Contribution limits, eligibility rules and upcoming tax changes mean planning ahead is more important than ever.

In some situations, strategies implemented over two financial years can improve long‑term outcomes, but the timing and how they are structured, matter.

Contact us today and let’s review your position together.

www.wealthps.com.au

In many cases, making personal contributions to super before EOFY can help reduce taxable income whilst boosting retirem...
06/05/2026

In many cases, making personal contributions to super before EOFY can help reduce taxable income whilst boosting retirement savings.

With personal income tax rates set to be slightly lower from next financial year, acting this financial year may offer more value for some people, but the rules can be detailed and age‑dependent.

Contribution caps
Eligibility rules
Timing (contributions must be received before 30 June)
A short conversation with us today can help avoid regret later.

https://wealthps.com.au/wp-content/uploads/2026/04/EOFY-Financial-Planning-Tips.pdf

The weeks leading up to 30 June can be one of the most valuable times of the year to review your finances. Small, well‑t...
04/05/2026

The weeks leading up to 30 June can be one of the most valuable times of the year to review your finances. Small, well‑timed decisions can potentially reduce tax and strengthen your long‑term retirement position.

EOFY strategies are about making sure nothing important is missed.

Now is a great time to book a review with us to help you understand what options may be available for you to take advantage of.

https://wealthps.com.au/wp-content/uploads/2026/04/EOFY-Financial-Planning-Tips.pdf

Make Your Super Work for You in Retirement.Retirement income stream products help turn your savings into steady income f...
27/04/2026

Make Your Super Work for You in Retirement.

Retirement income stream products help turn your savings into steady income for everyday living.
An account-based pension (aka Retirement Phase Pension) is a smart superannuation option that gives you regular, tax-effective income—so you can enjoy retirement with confidence.

https://wealthps.com.au/wp-content/uploads/2026/01/What-is-an-Account-Based-Pension-ABP.pdf

Address

13 Mercer Street
Geelong, VIC
3220

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61352249600

Website

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