Wealth Directions

Wealth Directions FINANCIAL PLANNING | INSURANCE | HOME LOANS We're local professionals with years of experience in the Finance Industry.

Each team member has the knowledge to proactively manage our clients' needs and the persona to ensure each client has a positive and exciting experience. We're committed to continuously providing high quality advice to our clients. AMP Financial Planning stands behind the advice and services we deliver. A copy of our Financial Services and Credit Guide is available on our website or upon request.

Please visit ampadvice.com.au/wealthdirections or phone our office on 07 5444 2985

Any advice on this page is general in nature and does not take into account your personal objectives, financial situation or needs. Accordingly, you should consider the product disclosure statement for a product (available from your AMPFP financial planner) and your own objectives, financial situation and needs before acting on this information and before acquiring a financial product, contact your financial planner.

Well, that’s a wrap for this week👋Heading home to our families as we await Alfred’s arrival🌀Office will be closed tomorr...
06/03/2025

Well, that’s a wrap for this week👋
Heading home to our families as we await Alfred’s arrival🌀
Office will be closed tomorrow & reopen Monday morning.
Stay safe & take care everyone🫶

Hope you’re enjoying the Australia Day long weekend. We hope you all had a great day yesterday celebrating our wonderful...
26/01/2025

Hope you’re enjoying the Australia Day long weekend. We hope you all had a great day yesterday celebrating our wonderful country🇦🇺

Are you heading in the right direction?Give our office a call today to book an appointment with one of our Financial Pla...
15/01/2025

Are you heading in the right direction?
Give our office a call today to book an appointment with one of our Financial Planners -
☎️5444 2985

Happy New Year🥳We hope you had a lovely Christmas & enjoyed making memories with family & friends. A reminder that we’re...
02/01/2025

Happy New Year🥳
We hope you had a lovely Christmas & enjoyed making memories with family & friends. A reminder that we’re closed for now but will reopen on Monday 13th January.
Remember, we’re only a phone call away if you need us though during our break. Take care & looking forward to catching up on our return.
…from the Team at WD😊

What an incredible year it has been for the team at Wealth Directions! We've had the pleasure of welcoming many new clie...
19/12/2024

What an incredible year it has been for the team at Wealth Directions! We've had the pleasure of welcoming many new clients and continuing to guide you all in achieving your financial goals. Our greatest pride lies in delivering outstanding outcomes and being a trusted, reliable partner for you every step of the way.
This year holds special meaning for me personally as I celebrate 25 years as a Financial Planner. It’s been an amazing journey filled with wonderful connections, lasting friendships, and the rewarding opportunity to help shape your financial futures.
Thank you for placing your trust in me – your support has truly made this milestone so special. I’m excited about what the future holds and am honored to continue this journey with you.
I also want to take a moment to acknowledge the incredible team at Wealth Directions. They’re nothing short of amazing – their dedication, expertise, and ‘can-do’ spirit inspire me every day. I couldn’t ask for a better group of people to work alongside, and I’m so grateful for their passion and hard work.
As we wrap up the year, I’d like to wish you and your family a joyous Christmas and a New Year filled with happiness and success. Enjoy the holiday season, and I look forward to reconnecting with you in 2025!
Cheers Lance

Lovely Christmas celebration for the WD team over the weekend🎄3 more sleeps until we close for the holidays🎅
16/12/2024

Lovely Christmas celebration for the WD team over the weekend🎄
3 more sleeps until we close for the holidays🎅

We love this time of year🎄 Extra special morning tea treats for the team today - Candy Cane Brownies❤️😋
13/12/2024

We love this time of year🎄
Extra special morning tea treats for the team today - Candy Cane Brownies❤️😋

Monday motivation❤️ Some of our team are fortunate enough to be attending this incredible event today.
04/11/2024

Monday motivation❤️
Some of our team are fortunate enough to be attending this incredible event today.

Address

‘Kon-tiki Business Centre’ , 55 Plaza Parade, Tower 1/Level 5/Suite 515
Maroochydore, QLD
4558

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4:30pm

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