Weinmann Financial and Insurance Services offers personalized service while creating customized financial solutions and wealth management strategies.
"Engineering your financial future." We solve problems differently than other financial advisors and we believe that: - More work is not always the best path to more wealth; - There is greater potential in preventing losses than in increasing your risk for the promise of higher returns; - Protecting yourself and your family should be your first priority; - A multi-generational and whole life cycle approach is needed for sustainable wealth accumulation; - Growing wealth requires more than an accountant, banker and fund manager; and - We should never pay more taxes than we legally have to. VISION STATEMENT Weinmann Financial and Insurance Services aims to be the industry leader in customized financial solutions and wealth management strategies while being renowned for exceptional personalized service. MISSION STATEMENT Our mission is to protect and grow our clients’ financial well being and wealth by: - creating dynasties of wealth, - minimizing risk and taxes, and - maximising guaranteed returns and investments, To develop unique and personalized financial wealth solutions that: - utilize cutting edge products from industry leaders, - apply customized wealth accumulation strategies, and - leverage expert skills and knowledge, And to grow our business through referrals founded upon: - exceptional performance, - personal relationships, and - outstanding service. ABOUT ME I began my career working as an engineer and project manager, where risk management was an integral part of my job and every project I worked on. When I specialized in disaster management, I saw how devastating relatively common events can be, both personally and financially on communities and individuals. More than this, I saw how having the right protection in place can help mitigate the losses experienced, even in the most unfortunate circumstances. My project management experience and training has taught me that as long as you prepare and plan effectively, and frequently review and adapt your plans, any long term objective, no matter how big or impossible it may seem, can be achieved, even in the face of extreme adversity. Now, as the owner of Weinmann Financial and Insurance Services, I focus on helping small businesses, individuals and families not only protect themselves and their businesses from potentially devastating events every day, but I also leverage these protections and their assets to achieve the greatest possible long-term benefits in their unique situation. ABOUT US At Weinmann Financial and Insurance Services we take the time to get to know you, your family, and your business so that we can help you find, and understand, the information you need. Long term planning for how best to protect and grow your assets, family, business, career and wealth can be confusing, difficult and time consuming. By working with us and the best hand-picked providers in the country, we can help guide you along this path, simplifying the process and making sure that you have what you need and want, so that you can rest easy and be confident in your decisions and future. Our personalised service offers customized solutions that larger agencies cannot provide, starting with free risk evaluations and planning assessments, through to product comparison and delivery, all with one-on-one consultations and enrolments for all our clients, their families, businesses and staff. For individuals and families, we offer free no obligation personal assessments and design a custom plan for your unique, individual situation to help you achieve your financial security and objectives, whether it's saving for your retirement or for your children's education. We find solutions that meet YOUR needs. For small businesses and their owners, we help show you ways to become more profitable and grow by showing you how to protect and leverage your assets, reduce costs, increase profitability, and attract and retain better staff, while remaining compliant and protecting and securing your personal wealth. You are the expert in your business let us be YOUR expert for protecting and ensuring its growth Richard Weinmann President & Owner
Weinmann Financial + Insurance Services
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