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PTP WEALTH MANAGEMENT

When effective financial planning and wealth management is combined with our compliance and business advisory services the results are nothing short of spectacular. Perta Thomson Partners Wealth Management was created to ensure that we are able to offer all of our clients the opportunity to access these fantastic results.

Unfortunately, wealth management is often an area that is neglected because it is not perceived as a 'have to have'. Again, referring to our three key factors for growing wealth, nothing could be further from the truth. Wealth Management is as important, if not more important, than both compliance and business advisory.

Why?

If you go through the hard yards to improve the performance of yourself and your business, meet all legal obligations and minimise tax only to invest your earnings poorly, or worse, not invest them at all, then how have you grown and met your definition of success? The fact is that without wealth management you will not be likely to achieve your full potential.

Perta Thomson Partners Wealth Management gives specialist advice around wealth creation and management, superannuation, retirement and estate planning, investment and personal risk insurance. For more information on how Perta Thomson Wealth Management can assist you please contact us to organise an appointment with our Senior Planner, Mr. Scott Dodgshun.


our service offering

Our service offering is based on three key areas that will lead to growth and success in your business and your personal life. It seems simplistic, but we have seen it work many times over.

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tools & resources

Click the links below to view our handy online tools and resources.


Calculators

Key Dates

Tax Facts

Useful Links
  • "Perta Thomson Partners are everything they say they are. They stick to the basics and break it down to achievable steps and have worked with us to grow our business to where we are today."

    - Paula Latina & Melissa Crisafulli - D'Vine Ideas - Cobram
  • "We are happy to say we did not understand the value in setting goals or looking forward. When we approached the team at Perta Thomson Partners to assist with business succession, we soon realised how important planning and goals are to success!"

    - Pat Diretto - Diretto Family Orchards - Cobram
  • "I have been with Perta Thomson Partners for a number of years, through the course of several businesses and investment interests which continue until today."

    - Bill Dowling - Aquafil Fresh & Complete Display Equipment
  • "In 2005 our business was growing and we decided that a professional approach was needed for the accounting side of our business. We needed a corporate structure to incorporate the family partnership (farming) with other separate business entities."

    - David Vaughan - FertGrain
  • "Working with Perta Thomson Partners has been a game-changer for me, my family and my business."

    - Steve White - Yarrawonga Heating & Cooling

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