• Suite 4, Ground Floor, 25 Walters Drive, Osborne Park, WA 6017
  • (08) 9204 5222
  • Suite 4, Ground Floor, 25 Walters Drive, Osborne Park, WA 6017
  • (08) 9204 5222
Get in touch with the expert financial planners at Wealthcorp Financial Services.

Our focus is to help you

Comprehensive financial advice for individuals, families and professionals at all stages of life.

Contact us today
Scarborough Beach WA.

Enjoy a lifestyle in keeping with your unique values

Our role is to help you to discover the values that you aspire to and to create a pathway that will deliver your preferred lifestyle.

Contact us today
Bridge in Perth WA.

Develop strategies to reach your lifestyle goals

We provide expert advice to help you move towards your ideal lifestyle and financial goals.

Contact us today
Expert Advice
Secure your financial future
Stress-free retirement planning

Welcome to Wealthcorp

Based in Osborne Park WA, we provide comprehensive financial advice for individuals, families and professionals at all stages of life.

Our role is to help you to discover the values that you aspire to and to create a pathway that will deliver your preferred lifestyle.

Welcome

Find out how Wealthcorp can help you with developing your financial and lifestyle goals.
Professionals in a financial planning meeting.

We provide you with the most appropriate advice tailored to your situation.

At Wealthcorp, we will provide you with the most appropriate advice tailored to your needs, that allows you to:

  • Take control of your financial affairs.
  • Achieve your goals.
  • Enjoy a lifestyle in keeping with your unique values.

Your values are those qualities and principles that are intrinsically important or desirable to you. Our role is to help you to discover the values that you aspire to and to create a pathway that will deliver your preferred lifestyle.

Lady meeting a financial planner.

We help you create a pathway towards your preferred lifestyle.

Our unique financial modelling process will allow you to make well informed financial decisions for a positive and favourable outcome now and into the future.

Wealthcorp's 'Situation - Strategy - Service' is a three stage consultative process that has you fully involved at each stage. Because this process is all about you, it allows you to refine and to prioritise your goals, to clearly understand the strategy considerations and to know that our advice is unique to you.

We're here to help you. That's our focus.

Who We Help

We advise individuals, families and professionals at all stages of life with the goal to efficiently develop their financial future.
Female professional working.

Professional advice that focuses on accountability, ownership and engagement.

We regularly find that our clients are successful and often busy people who are seeking professional advice for various reasons, such as:

  • To determine if they are on track to achieve their goals.
  • To determine a financial direction.
  • To efficiently manage their finances and investments.
  • To ensure they and their family are protected financially.
Older Australian couple receiving financial and retirement advice.

Whatever your stage of life, we're here to help you.

The people that we help, value our advice and are seeking: accountability, ownership and engagement from their adviser. This is exactly the type of personalised service we deliver to our select and limited number of clients.

Our clients are prepared to take responsibility and readily engage in the process to achieve their desired outcome.

Ultimately, we will provide you with the most appropriate advice, specific to your needs.

We really listen. We never assume. We really understand.

Areas of Strategic Advice

We provide you with strategic advice tailored to your needs together with a comprehensive action plan to ensure that you enjoy a positive and favourable outcome now and into the future. Our strategic advice allows you to:

Wealthcorp's proven approach for your successful outcome.

Our Process

Wealthcorp's 'Situation - Strategy - Service' is a three stage consultative process that has you fully involved at each stage. Because this process is all about you, it allows you to refine and to prioritise your goals, to clearly understand the strategy considerations and to know that our advice is tailored to you. This process allows you to take ownership of the outcome and to become educated about your financial affairs so that you are able to take control. We pride ourselves on our dedication to helping you achieve your goals.

We're here to make a difference.

About Us

Learn more about us at Wealthcorp and how our professional experience can help you.

Who We Are

Ian Davies and Ash Nicol are the founders and Directors of Wealthcorp and it is our values and our direction that differentiates Wealthcorp's professional financial planning service to help you to understand, to take control of your financial circumstances and give you the comfort of knowing how to make well informed financial decisions for a positive and favourable outcome now and into the future.

Ian is qualified as a Chartered Accountant and is a Certified Financial Planner. Ash is similarly qualified as a Certified Financial Planner as well as an industry specialist in Self Managed Superannuation Funds.

Sentry Wealth Management

Download the FPA Consumer Brochure.

Ian Davies

Ian Davies, Certified Financial Planner.Ian is a Certified Financial Planner and a member of the Financial Planning Association. Ian is also a Chartered Accountant and a member of the Institute of Chartered Accountants, from where he has been accredited as a Financial Planning specialist. Ian has over 35 years experience in the financial services industry.

Ian Davies is an Authorised Representative of Sentry Wealth Management Pty Ltd ABN 77 103 642 888 AFS Licence 227748.

Ash Nicol

Ash Nicol, Certified Financial Planner. Ash is a Certified Financial Planner and a member of the Financial Planning Association and Self Managed Super Fund Professionals Association of Australia. Ash has completed a Bachelor of Business with Honours in Finance and the Graduate Diploma of Financial Planning from the Securities Institute of Australia and is accredited as a SMSF Specialist Advisor.

Ash Nicol is an Authorised Representative of Sentry Wealth Management Pty Ltd ABN 77 103 642 888 AFS Licence 227748.

Call us for a no charge obligation free first appointment.

Where to Next

Take the first step towards shaping your financial future by contacting us and then completing our 'What can we do for you?' questionnaire.

The completion of our 'What can we do for you?' questionnaire is an important first step in shaping your financial future in the months and years ahead. The aim of our first meeting is for us to meet with you and really understand your goals, identify any concerns and to gain an appreciation for the type of lifestyle that you would like to enjoy.

This questionnaire will help to identify the things that you are doing well and the things that you would like to do better. It also helps us to identify those issues that are most important to you, so we can tailor our discussion.

Our professional fee for advice approach promotes an open and honest relationship, which leaves you secure in the knowledge that your best interests are being served and that your needs are placed ahead of our own.

By contacting us for an appointment, we will provide you with the information you need to download our questionnaire and we look forward to our first meeting.

99% of our new clients are referred by our loyal, existing clients.

Testimonials

Don't take our word for it. Please review what others have recently said about our service:

“I have been a client of Ian's for over 15 years, I initially come to him for some tax planning advice because of his strong accounting background and since then he has been on board as my financial planner and mentor.

I'm sure I can call him anytime and get the right answer to my often complex questions! I'm confident that I'm in good hands with Ian and his small but dedicated team of Ash and Catherine. I've already referred a number of my family members to go and get good advice, before it is actually needed.”

“We have a great degree of comfort in knowing our private and personal financial matters are being well managed by Wealthcorp.

We thank and congratulate you both and your staff on the integrity demonstrated in all of our discussions and dealings. The advice we've received has made the change from a full time working life to a full time retired life a very pleasant experience.

Before engaging the services of Wealthcorp we considered many companies and firms purporting to offer similar services. We now know the services we receive from your team are excellent and meet what we are seeking to do.

We have already referred friends and family to you for advice and will do so in the future.”

“I had neglected my own personal finances for a number of years and realised during the GFC I needed a new approach to investing. I'm 10 years out from retiring, knew I had a well paying job, yet just was not getting ahead (actually I was, I just didn't 'know it').

The modeling created by Ian and Ash from Wealthcorp has really helped my understand: 1/ I will actually make it; 2/ I won't have to be concerned about my retirement as the plan I now have in place will help me meet my objectives and; 3/ Wealthcorp care about my financial outcomes and are actively managing my investments. Thanks Ian and Ash.”

Stay up to date and make informed decisions.

Latest News

Read the latest financial news from Wealthcorp.
Our Advent calendar for 2017

Our Advent calendar for 2017

On behalf of all our staff we wish our clients a Merry Christmas, Happy New Year and a great holiday period.

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Australia's vital statistics

Australia's vital statistics

A truly fascinating set of numbers about our great country.  Almost 150 different items covered. 

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Made in Albania? How globalisation is creating challenges for Chinese policymakers

Made in Albania? How globalisation is creating challenges for Chinese policymakers

Is cheap manufacturing starting to move away from China?

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For the young it a question of engagement

For the young it a question of engagement

Robyn Bowerman relates a chat he had with a young relative who was starting a new job.  A case for starting to save from the outset.  The importance of asset allocation.

Read More

Develop your financial future.

Client Resources

Use our FREE tools to develop budgets, organise your finances and transfer files.

Talk to us. We're great listeners.

Contact Us

Contact us today for comprehensive advice and to book your complimentary initial meeting.

Contact Details

  • Phone:
    (08) 9204 5222
  • Fax:
    (08) 9204 5533
  • Email:
  • Address:
    Suite 4, Ground Floor, 25 Walters Drive, Osborne Park, WA 6017
  • Postal Address:
    PO Box 1558, Osborne Park WA 6916
  • Office Hours:
    9AM to 5PM, Monday to Friday

Send Your Enquiry

Take Control of Your Financial Affairs

Professionals reviewing financial data.

Achieve Your Goals

Home owners relaxing, working toward their goals.

Enjoy a Lifestyle in Keeping with Your Unique Values

Older Australian couple relaxing together.

Situation Analysis

Analysing a person's situation.

Gaining an in depth understanding of your financial position, goals and aspirations is fundamental to our process. We therefore ask you to complete our Personal Information Profile document to provide us with this information. Understanding your cashflow and your real cost of living is also essential to a successful outcome.

For this reason we request you complete our Cashflow Information Schedule. We then review and analyse with you the information contained in both documents. We listen carefully to you to make sure that we have a comprehensive understanding of your financial position and of your goals. We also acknowledge the strategies that have made you successful to date. We then construct an Initial Financial Model (IFM) that details your current financial position.

Strategy Development

Financial planner developing strategies.

Using the IFM as the 'base case' scenario, we get together with you for a series of working meetings to progressively develop appropriate financial strategies to enhance your financial outcome. We create financial models to reflect the effect of these strategies on your overall financial position. At each meeting we present to you the revised financial model and compare the new outcome to the IFM. This allows you to see clearly the financial effect of each suggested strategy.

The aim of this process is to produce the Ultimate Outcome Model (UOM). The UOM reflects the strategies that produce an outcome appropriate for your needs and it provides the mechanism for you to achieve your goals and aspirations.

Service Implementation

Service implementation of a financial plan.

The strategies that are reflected in your UOM are comprehensively dealt with by us in your personalised written Statement of Advice (SOA). The SOA clearly explains on a step by step basis how you will achieve your goals by implementing our strategy recommendations. The SOA also details our recommended investment products that form part of our services offering. You will find full a complete list of the areas in which we provide advice under 'Our Areas of Strategic Advice'.

As part of our comprehensive service to you, we implement the recommended strategies contained in your SOA. When finalised, we meet with you to confirm that the implementation is complete and that you are moving towards ensuring that the UOM becomes a reality.

We understand that personal circumstances, governing laws and financial markets change frequently. Accordingly, on a regular ongoing basis we meet with you to make sure that the strategies and the recommendations contained in the UOM continue to remain relevant to your present circumstances and that you remain on track to achieve your goals.

Financial Tools

Secure File Transfer

Secure File Transfer is a facility that allows the safe and secure exchange of confidential files or documents between you and us.

Email is very convenient in our business world, there is no doubting that. However email messages and attachments can be intercepted by third parties, putting your privacy and identity at risk if used to send confidential files or documents. Secure File Transfer eliminates this risk.

Login to Secure File Transfer below, or contact us if you require a username and password.

General Calculators

Please enjoy the links to these free tools supplied by MoneySmart - a great resource for general financial information. Please get in touch if you would like to discuss any questions that you may have as a result of using these calculators.

Update Your Details

Updating your personal details

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Personal Details
Home Address
Postal Address

If postal address is the same as your home address, enter 'as above' for the Street Address.