About Us
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. As the business grew and the financial planning industry changed, they realised they could no longer continue to operate out of the family home, and so in 1993 Cliff and Cynthia made the decision to move from their business and family 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 and completed her qualifications in 2003, being awarded Western Australia’s top graduate.
Following Cliff’s retirement in June 2014, Vicki took over as sole owner and Principal Adviser and has continued to develop and refine the service offering that our clients receive today.
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.
Contact our office today to discuss how we can help you to grow your financial future
Contact our office today to discuss how we can help you to grow your financial future
