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Services
Wealth Accumulation
Income & Asset Protection
Tax Strategies
Superannuation
Retirement & Redundancy Planning
Estate Planning
Government Benefits
Debt Management
Life Risk Insurance
Investment Life Insurance
Derivatives
Securities
Standard Margin Lending Facilities
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Ways to Pay
Cash
EFT
Licences
TAX PRACTITIONEERS BOARD REGISTERED Tax (financial)adviser 2507430
CFP
Australian Financial Services Licensee No. 230323
Frequently Asked Questions
Is it worth seeing a financial planner?
In 2020 IOOF completed research with thousands of advised Australians and one of the findings was “Measuring the benefit of financial advice” This is an extract from that research paper: This section draws comparison between the responses from advised client and unadvised individuals (across age, wealth and gender), in relation to retirement sentiment, ability to handle unexpected events and dea.
Should I get a financial planner or do it myself?
An anecdote I like to use is taking your car to a mechanic. Although you are able to do all the work on your car yourself, a mechanic is able to do it a lot quicker, has all the correct tools and knowledge to do it right the first time.
BW Private Wealth