Strategic advice
Wealth creation, tax efficiency, cash flow, debt, financial modelling and estate planning strategies.
Financial advice · Subiaco, Western Australia
Feel good about
your finances
For directors Sam Pizzata and Choon Kwa, Resolution Wealth Partners is about getting back to what's most important – building meaningful relationships and helping people.
- 25+ years
- Combined financial advice experience
- Subiaco
- Ground Floor, 110 Hay Street
- A small book
- We work with a limited number of clients
- AFSL 309 996
- Authorised representatives of Insight Investment Services
Our story
The Resolution Wealth Partners story
Through our many years of delivering financial advice, a commonality amongst our clients has been that just about every single one has arrived with a level of financial complexity or something in their future that is a cause for concern or uncertainty in the present.
All of these people want to feel good about their finance.
Such a feeling evokes a picture of the future that contains peace of mind, excitement, success and freedom. It conjures up a place where there is a better life, greater opportunities and bigger dreams, not just for the individual, but for their family as well.
To put it simply, when we engage with a client we do it for the long-term, and we call on our industry-leading experience and expertise to contribute to the success and quality of their lives, both today, and in the future.
What we do
Strategic advice, then a pathway forward
We provide complete, tailored and ongoing advice across a broad range of financial areas, and the solutions that carry it out.
Investment
Superannuation, self managed super funds, portfolios, direct shares and managed investments.
Insurance
Life, TPD, trauma and income protection, plus keyman and business succession cover.
How we do it
A collaborative process, in three stages
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1 / 3
The Discovery
We start with a conversation. We sit down with you face-to-face to hear your story and ask you the vital questions that will help us discover what is important to you, ensuring that the strategy we create is one that resonates with you and your values.
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2 / 3
The Plan
Based on what we've uncovered in the initial discovery stage, we can then convert our findings into a pathway forward that will take you from where you are now to where you want to be, focusing on a future that is shaped by your goals.
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3 / 3
The Partnership
We're intent on building long-term relationships where we play a role similar to that of a coach – leading the process, facilitating the projects, and creating big-picture success, making ourselves available to answer your questions and adjust your plan as life goes on.
Ready to start a conversation?
We work in partnership with our clients, and we pride ourselves on being accessible, reliable and prompt. Tell us what is on your mind and we will take it from there.