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Wealth Plus Group

Updated 2026-07-30 · 775 reviewed · 189 listed · Scored from 61 Google reviews · How we rank ›

5.0(61) 90 composite score See reviews on Google ✓ Google-verified
Investment Property FinanceMortgage LenderCommercial & Business Finance
Wealth Plus Group
Services
Investment Property Finance, Mortgage Lender, Commercial & Business Finance
Reviews
61

What recent reviews say

Over 15-20 year relationships are common here; clients value advisers who translate complex finance into plain language and stay reachable. The team handles superannuation transitions into retirement, mortgage advice, and portfolio strategy with consistency. Investment property and commercial lending clients appreciate straightforward guidance without pressure.

Their website states 30+ years in operation, holding ASFL and ACL licences. Staff named across reviews include specialists in superannuation planning and mortgage broking. No complaints appear in the review set; clients consistently cite reliability and personal attention as reasons for staying.

Praised for
  • knowledgeable advice
  • long-term relationships
  • honest, transparent communication
  • accessible and approachable staff
  • strong professional service
knowledgeable-adviceresponsive-communicationexplained-clearlywent-above-and-beyondsmooth-settlement
Best for: Long-term investors transitioning to retirement, business owners seeking integrated finance and tax planning.

Strengths

  • 30+ year track record
  • complex finance explained in plain language
  • long-term client relationships
  • professional, accessible advisers

What reviews say by service

Investment Property Finance
Clients praise straightforward advice on portfolio strategy and investment lending without pressure or false promises.
Mortgage Lender
Mortgage broking clients report sound advice and instrumental guidance in achieving debt-free retirement.
Commercial & Business Finance
No specific complaint or praise; business finance services mentioned on website but not detailed in reviews.

How it compares

  • Rated 5 against a 4.98 average across the 121 commercial & business finance businesses listed here.
  • Has more Google reviews than 58% of the businesses in this directory.

How we scored this

Scoring Method
Star rating 100
Review volume 78
Review recency 100
Review sentiment 81
Profile completeness 100
Verification 30

Rating breakdown

5
59
4
2
3
0
2
0
1
0

Common questions

How long have you been operating?
The business states it was established in 1994, giving over 30 years of operation.
Do you hold financial licences?
Yes; their website lists ASFL 487103 and ACL 387780.
What areas do you serve?
Their website states Perth, Albany, and Western Australia.

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Last updated 2026-07-30