Welcome

Welcome to the Wealth Management Institute of Australia - we take the management out of wealth management. We are an institute of administration experts dedicated to efficient and timely processing of paperwork within the financial services industry.


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Our motto: "Efficiency is intelligent laziness"

The Problem

Anyone who works in financial services will quickly tell you the biggest encumbrance is paperwork. From Financial Planners issuing Statements of Advice to registered tax agents preparing tax returns - forever inundated with paperwork!

The Solution

Get someone else to do it for you! WMIA offers the financial services industry the most efficient and reliable administration and paperwork processing services in the country. We help save time so you can save money.

Admin experts

Our admin team are specifically trained towards dealing with financial institutions - they know where to call, what to say and most importantly - how to get the desired outcome as quickly as possible.

"The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency." - Bill Gates

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