OUR SERVICES
At Onepoint Wealth Partners, our approach isn’t just a process; it’s a meticulously crafted symphony of personalised attention and expert guidance. Our experienced and qualified advisors lead you through an extensive array of specialised services.
How We Can Help You Build Wealth
FINANCIAL HEALTH CHECK
Just like regular check-ups keep you physically fit, our Financial Health Check ensures your financial well-being is in top shape. By reviewing your finances, we can potentially save you thousands in interest, reduce your mortgage term, or even help you leverage your assets for additional investments.
DEBT REDUCTION
Our unique debt reduction service is designed to help you eliminate bad debt, freeing up funds to secure your financial future. By restructuring your debt, you can take control of your finances and work towards a debt-free life.
INVESTMENT PROPERTY
Navigating the investment property market can be daunting, but with our guidance, you’ll find the process smoother and more rewarding. We assist you in selecting the ideal investment property based on your financial goals, providing access to exclusive off-market developments across Australia.
FIRST HOME BUYER
Renting may feel like throwing money away, but with a modest deposit, homeownership could be within reach. Our team will walk you through the journey of purchasing your first home, unlocking access to government grants and builder/land incentives along the way.
INSURANCE
Protecting yourself, your loved ones, and your future is paramount. Our insurance services ensure that you’re shielded against life’s uncertainties, offering peace of mind today and into the future.
ACCOUNTING
Make tax time a rewarding experience by entrusting us with your finances. We ensure that every dollar of your hard-earned money is optimised to work for you, providing comprehensive accounting services tailored to your needs.
PROPERTY MANAGEMENT
Managing an investment property doesn’t have to be a hassle. Our dedicated team of property managers takes care of everything, from finding tenants to conducting routine inspections and handling property maintenance, allowing you to enjoy passive income without the stress.
FINANCIAL ADVICE
Charting your financial future requires careful planning and ongoing support. Our financial advisors work with you to tailor a strategy that aligns with your goals, providing guidance and regular reviews to ensure your financial success.
ABOUT US
At Onepoint Wealth Partners, we are not just wealth creation specialists; we are the architects of financial freedom. We stand as a collective powerhouse, comprising seasoned experts collaborating with a network of licensed external affiliates. Our unwavering commitment lies in crafting bespoke wealth solutions that resonate deeply with your unique aspirations and financial goals.
Our philosophy is rooted in the profound belief that a robust wealth strategy stems from a holistic understanding of your immediate financial objectives and enduring lifestyle aspirations. As your dedicated wealth strategist, our mission transcends mere financial advice – we aspire to be your guiding beacon, illuminating the path from your current financial landscape to the panoramic vista of your envisioned future.
OUR FUNDAMENTAL BELIEF
At Onepoint Wealth Partners, our fundamental belief is anchored in the profound understanding of both your immediate and enduring lifestyle goals. Our unwavering commitment as your trusted wealth strategist is not just to provide counsel but to empower you with the wisdom and foresight needed to navigate the financial maze. We are devoted to steering your current financial landscape towards the panoramic horizon of your envisioned future, ensuring that every stride is synchronized with your aspirations.
Engaging With Onepoint Wealth Partners
Aside from our robust suite of services, Onepoint Wealth Partners is committed to fostering an engaged community of individuals seeking financial empowerment. Through insightful webinars, interactive workshops, and exclusive client events, we cultivate a space where knowledge meets action, empowering you with the tools and resources needed to make informed financial decisions confidently.
Partnership With Onepoint Wealth Partners Today
Partner with Onepoint Wealth Partners today, and embark on an odyssey towards a meticulously tailored and resilient financial roadmap, meticulously designed to pave the way for your financial triumph and lasting peace of mind.
CLIENT REVIEWS
Tommy Greene, Alkimos (WA)
“Dealing with the team at Onepoint Wealth has been an extraordinary experience. Onepoint Wealth has gone above and beyond every step of the way through my journey of buying my first investment property. Always willing to help with any questions and queries and in doing so has been very professional and efficient. The journey has been a smooth success and most importantly an understandable one. “
Mr. & Mrs. Palaganas, Parmelia (WA)
“We recently bought an investment property, and the Property Specialist at Onepoint Wealth has been so helpful and informative. He was a very kind man and was very attentive whenever we had queries. We are looking forward to working with Onepoint Wealth.
CK & Flora Han, Bull Creek (WA)
We bought an investment property through Onepoint Wealth’s property specialist. He was a charming young man who was friendly and knowledgeable. He gave sound advice of property investing, and introduced us to the Victorian property market. After his explanation and illustration, he furthered our belief that we could achieve our financial goals through property investing. Looking forward to a long lasting relationship.
Mr. & Mrs. Kake, Harrisdale (WA)
My wife and I are so impressed with the professionalism from the entire team from Onepoint Wealth. Hanna Pay has been amazing. Her knowledge and calm approach to explaining the ins and outs of the whole investment process really put us at ease. We would also like to give a shout out to Harrison. His enthusiasm to get the very best for us and our future was infectious. Great work guys, let’s go again!
Colin Fairless, Gosnells (WA)
First time investing, was very happy with all the help from Harrison and Simon and their team. Highly recommend.
Mr. & Mrs. Fletcher, Wyndham Vale (VIC)
Absolutely great through the whole thing. Answered all my stupid questions and explained everything. Thanks for everything. Definitely recommend!
CONTACT US
OnePoint Wealth Partners Pty Ltd.
Address: Suite 10 4-8 Queen Street Bentley, WA 6102
Email Address: customercare@onepointwealth.com.au
Phone: (08) 6285 0794