|Name||Eng Khiam Ooi CFP®|
|Company||WP Financial Planners|
|Address||Garden Office Park Bldng C Ground Floor
355 Scarborough Beach Road
Osborne Park, WA 6017
|Phone||08 9340 9200|
Our goal is to provide you with Financial Peace of Mind. Let us do the thinking for you.
Our philosophy is to reduce risk by diversifying your investments and only take on risk that will be based on your risk tolerance.
Together, we will:
• control your costs (reduce investment management fees)
• diversify your investments, establishing an appropriate combination of Australian and international shares, property, fixed interest and cash exposure.
• maintain the discipline to stay invested for the long term instead of trying to time the market, thereby increasing your chances of a greater return.
Our investment philosophy is based on over 50 years of research. We will work in collaboration with you to determine your investment portfolio that will be based on your risk tolerance and stage of life.