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Metro Midlands Financial Planners

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Metro Midlands Financial Planners

Overview:

Metro Midlands Financial Planners is a family owned and run business that began in the coastal town of Jurien Bay, Western Australia in 1971 with Cliff and Cynthia Wynn at the helm.

Cliff’s focus was to create and protect wealth for his clients, situated mainly in the surrounding farming areas (central midlands district), while Cynthia managed the office and maintained all clients information.

As legislation and the complexities of financial planning changed (as with all industries), bringing with it a never ending stream of paperwork and compliance, the business could no longer continue to operate out of the family home. And so in 1993 Cliff and Cynthia made the move from their beloved coastal town to Perth.
With this exciting move and the opportunity to expand their business, the introduction of the current name, reflecting the new diversification of their clients, was born - Metro (City clients) Midlands (Country clients).

Vicki Hagley, Cliff and Cynthia’s daughter, joined the business in 1997 initially in an administration role. With Cliff’s encouragement and support, Vicki completed her qualifications and was named as Western Australia’s top graduate for 2003.

By that time succession planning for the business was in full swing, and following Cliff's retirement in June 2014, as sole owner and Principal Adviser, Vicki now has the privilege of continuing to provide advice to their clients, some of which represent the 3rd generation of their family to use our services.

As you would imagine, many things have changed since 1971, including the diversity of our client base, most of which have been referred by their friends and families.

The knowledge that Metro Midlands Financial Planners continues to assist generations of families, together with many new clients to create and protect their wealth, gives Vicki and her staff endless satisfaction.

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