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What is Wright Planning?

Wright Planning started in November 1997, after Gavin had resigned from KPMG Financial Services, where he was a director.

After working in a number of financial planning firms, Gavin believed there was a place for a fee based financial planning firm in Melbourne. He believed that this approach to financial planning would allow the clients to make informed decisions about their financial and lifestyle issues, based on objective advice from the advisor.

This type of arrangement suits many clients, regardless of their assets under management, because they pay fees for the work done and the value provided. From the first day of operation, clients have paid an annual retainer based on their circumstances and objectives.

Wright Planning has now been operating for 16 years and has around 50 family groups. We are proud that many of the children of our clients are part of our client base and we believe that planning on an inter-generational basis is critical to effective long term financial planning.

When did Wright Planning originate?

Wright Planning originated in November 1997, in Queens Rd
St Kilda, Melbourne after Gavin finished at KPMG

What type of clients does Wright planning cater for?

  • Medium to high income earners
  • Medium to high networth
  • Families with financial complexities
  • People seeking a high level of quality and service
  • People who value trust

Wright Plannings goals & objectives

    We:

  • Provide a high quality of service
  • Provide clients with a high level of technical financial advice
  • Assist clients to plan their lifestyles holistically
  • Be proactive in all matters that relate to our clients situation

What are Wright Plannings strengths?

  • Independence of advice
  • Quality of service
  • Interpersonal skills
  • Intergenerational planning
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Business Philosophy and Goals

Wright Planning strives to provide a highly personalised service that will add value both to the financial and lifestyle goals of our clients. We do this by meeting and reviewing the clients needs regularly, and adjusting the strategies when needed. We listen to our clients in order to understand their needs.

We work in partnership with our clients, providing objective input, however our clients provide their own subjective input as well. On this basis we can work out the best strategies and implement them accordingly.

Mission and Vision

Our vision is to be the most effective and efficient financial and lifestyle practice in Australia.

Our mission is to be able to provide our services to those who value integrity, a high quality of service and honesty.

Our Team arrow
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