top of page

WSN Wealth is a boutique financial services firm that specialises in giving tailored financial advice to clients. As our clients are unique, we will take the time to understand what is truly important to them and their values before developing a plan.

About Us

OUR MISSION

Redefining Financial Advise.

​To give our clients and their loved ones peace of mind and the confidence that comes with financial security. We understand the meaning of wealth goes far beyond money and so does our advice.

​

To give the best advice to our clients by being the best financial advisers we can be.

​

We are committed to providing the highest standard of service and professionalism by way of our client engagement, tools, software, investment philosophies, financial products and continuing education and training.

symbol_edited_edited.png

"I have been very impressed and appreciative with Patrick’s Financial advice and service he has provided to enable me to re- structure my financial affairs. He has been extremely professional and diligent often going beyond his duties to ensure that my needs were met and any issues were addressed. I have no hesitation in recommending Patrick for any Financial Planning Advice."

Tony I
bottom of page