Wealth Creation Planning

Wealth Creation Planning Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Wealth Creation Planning, Financial planner, 5/22 Hughie Edwards Drive Merriwa, Perth.

Helpful Financial Advice - Financial Advisor - Perth NOR for Retirement Planning, Superannuation, Investment, Life Insurance, Income Protection & Debt Reduction advice

31/01/2024

Need some help? All a bit complex? Been putting it off?

We are experts in Retirement Planning, Superannuation, Investment, Life Insurance, Income Protection and Debt Reduction.

We offer a free initial appointment to get to know you, show you where we can help & ensure we are the right fit for you.

Come see us at one of our two offices, at your home or online.
Use our experience help spot potential issues, help save/make you money and put your finances in a better position moving forward.

David Carson - GM & Principal Advisor
[email protected] - 0431 249 107
Authorised Representative No.1266993
Wealth Creation Planning is Corporate Authorised Representative No.352936 of InterPrac Financial Planning Pty Ltd
(AFSL 246638)

31/01/2024

How much do I need for a comfortable retirement?

What can I do at 20, 10 or 5 years out from finishing work to set myself up? Am I on track?

Are my Investments in Superannuation safe? What risks am I taking?

Northern Suburbs owned & operated out of our Merriwa (Joondalup) & Osborne Park offices.

Make sure you use our expertise to help take the stress out of your financial planning & take control of your future.

Contact me today for an obligation free initial meeting to see if we can help and are the right fit for you.

Helpful Financial Advice.

David Carson - Financial Advisor
[email protected]
0431 249 107

5 Years of Wealth Creation Planning!I am incredibly proud of what we have built & the impact we have had, across the ful...
25/07/2023

5 Years of Wealth Creation Planning!

I am incredibly proud of what we have built & the impact we have had, across the full spectrum of our clients’ lives.

I don't talk extensively around the stories day to day online due to the privileged position of confidence I am taken into by my clients, who value privacy & discretion.

I have always preferred to let my clients do the talking for me, with introductions allowing me to meet amazing people and build enduring relationships & connections.

When I follow the threads back, this all comes back to being obsessed around delivering for my clients, and genuinely giving a damn about the people involved.

Day to day this has been seeing countless Insurance Claims paid out to clients and supporting them & their family in their most vulnerable time.

Helping our clients Retire comfortably, with clarity and certainty.

Building & managing Diversified Investment Portfolios for our clients to grow their Wealth inside and outside of Superannuation.

Helping Families build a plan for the future, removing significant financial stress when they have taken on a mortgage, have had kids and feel like the mountain is too high to climb.

The buzz I get when they see the impact, relief, and excitement when it all comes together for our clients never gets old for me.

Thankyou to everyone that has been in my corner over the last 5 years supporting myself & my family.

Thankyou to everyone that took the time to call and check up on me, have a coffee, send an email, offer counsel, introduce me to their networks and generally care. Had you not, I am not still sane, in business and the hours invested would be for nothing.

Looking forward to what the next 5 Years brings, we are continuing to grow and actively taking on new clients across our Osborne Park & Joondalup Offices. Reach out for a chat at any time as we are always happy to help. Wishing health & wealth to you all.

Cheers,

David Carson
GM & Principal Advisor
Wealth Creation Planning
Email: [email protected]
Mobile: 0431 249 107

Need some help? All a bit complex? Been putting it off?We are experts in Retirement Planning, Superannuation, Investment...
13/01/2021

Need some help? All a bit complex? Been putting it off?

We are experts in Retirement Planning, Superannuation, Investment, Life Insurance, Income Protection and Debt Reduction.

We offer a free initial appointment to get to know you, show you where we can help & ensure we are the right fit for you.

Come see us at one of our two offices, at your home or online.
Use our experience help spot potential issues, help save/make you money and put your finances in a better position moving forward.

David Carson - GM & Principal Advisor
[email protected] - 0431 249 107

Authorised Representative No.1266993
Wealth Creation Planning is Corporate Authorised Representative No.352936 of InterPrac Financial Planning Pty Ltd
(AFSL 246638)

Need some help? All a bit complex? Been putting it off?We are experts in Retirement Planning, Superannuation, Investment...
16/10/2020

Need some help? All a bit complex? Been putting it off?

We are experts in Retirement Planning, Superannuation, Investment, Life Insurance, Income Protection and Debt Reduction.

We offer a free initial appointment to get to know you, show you where we can help & ensure we are the right fit for you.

Come see us at one of our two offices, at your home or online.

Use our experience help spot potential issues, help save/make you money and put your finances in a better position moving forward.

David Carson - GM & Principal Advisor
[email protected] - 0431 249 107

Authorised Representative No.1266993
Wealth Creation Planning is Corporate Authorised Representative No.352936 of InterPrac Financial Planning Pty Ltd
(AFSL 246638)

04/10/2020

We all know just how hard 2020 has been.

Here in WA, our State is in the best possible position as we continue our strong recovery from COVID-19. But times are still tough for many Western Australians, and there is always more work to do.

At the start of the pandemic, to give everyone certainty, we rolled out a freeze on all household fees and charges.

Today, as a result of our strong budget management over the last three years, we can now go one step further.

Every household in Western Australia will receive a historic, one-off $600 Household Electricity Credit.

The WA Household Electricity Credit will be automatically applied to every Synergy or Horizon Power residential account as of today.

You will see it on your own bill in November and December.

It'll mean WA families have a bit of extra money available in the lead up to Christmas.

The $600 credit is fully funded through the recent Bell Group settlement, for the losses incurred in the Bell Group collapse in the early 1990s.

It made sense that these funds go straight back to Western Australians.

Especially in times like these, when people may need that bit of extra financial relief because of COVID-19.

But I have a request:

If this credit means you can spend some extra money, use it to support our local WA businesses.

By spending local, you'll be helping to support WA jobs, support your fellow West Aussies, and keep WA safe and strong.

We couldn't let our 2nd Birthday pass over without a massive shout out to our amazing clients/family/friends! We are not...
28/08/2020

We couldn't let our 2nd Birthday pass over without a massive shout out to our amazing clients/family/friends!

We are nothing without you!

Thank-you for believing in me, introducing me to your families, friends & Co-Workers and for caring about me not only as your Financial Advisor but as a friend.

The trust you have shown in me, the amount of good work we have have been able to do, and lives we have impacted in a short period of time blows me away.

Am excited about the future & continuing to make Financial Advice a much less scary experience for as many people as I can, because the impact we can have is massive 💯

"Helpful Advice that makes sense for real people"

Have a great weekend!

Cheers! 🥳🌞☘️🍻

David Carson
[email protected]

Great way to start the week with a 5 Star review for David Carson from another one of our Happy clients! Thank you! 😁Hel...
29/06/2020

Great way to start the week with a 5 Star review for David Carson from another one of our Happy clients!

Thank you! 😁

Helpful Financial Advice. It's what we do! 🌞

Retirement Planning - Superannuation - Investment - Life Insurance - Income Protection - Debt Reduction

We offer a free initial appointment to get to know you, see if we can help & ensure we are the right fit for you.

Use our experience help spot potential issues, help save/make you money and put your finances in a better position moving forward.

What are you waiting for?

For those interested in Investment/Super Performance this article gives some great information on where we are in a Hist...
28/05/2020

For those interested in Investment/Super Performance this article gives some great information on where we are in a Historical context.

https://spotlight.morningstarhub.com.au/six-simple-charts-on-what-to-expect-from-shares/

Investment is a LT game, and history has shown us that patience is more often than not rewarded.

Diversification & understanding your personal Investment time frames is fundamental to our advice.

Unsure, uninterested or just need some help?

See a Financial Advisor, and do it once properly for future you.

David Carson - Financial Advisor - [email protected]

Address

5/22 Hughie Edwards Drive Merriwa
Perth, WA
6030

Opening Hours

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

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