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About Waterfall Way Associates
The idealised Waterfall Way experience is a small oasis deep in the bush ; a nurturing environment around which life can thrive. We never forget, however, that global financial markets are quite capable of delivering a great crashing waterfall over the edge of a cliff. From a business perspective, The Waterfall Way is our method of synthesising information and providing tailored advice that can make a meaningful, positive difference to your life. The Waterfall Way is the philosophy on which our business was founded. It continually evolves to meet the changing world in which we live. It enables us to remain consistent with our values and principles and is the source of our determined advocacy on your behalf. The practical application of economic theory, investment theory, behavioural finance and related disciplines to advice requires perspective. The Waterfall Way encapsulates our views on the nature of money as well as the role individuals and corporate citizens have in our society. This is reflected in the advice we provide to our clients. Comprehensive, independent financial advice for real people and their families. Delivered with empathy and expertise
Services
Credit Assistance
Cash Flow Management
Investments
Retirement & Longevity Planning
Superannuation
Insurance
Estate Planning
Aged Care
Tax Assistance & Planning
Deposit & Payment Products
Managed Investment Schemes
Standard Margin Lending Facilities
Life Risk Insurance Products
Reviews
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Ways to Pay
Cash
Eftpos
Licences
AFSL 318105
Frequently Asked Questions
What is the usual duration of the initial engagement period in the personalised service contract?
Initial engagement is a personalised service contract for a fixed fee and will usually run between three and six months. This fee is paid as monthly retainer. We will provide a number of short advice documents over this initial engagement period that collectively provide you with comprehensive advice. In our experience, this approach is superior to providing a single, lengthy advice document.
What is the benefit of having a personalized service contract with Waterfall Way Associates?
With a personalized service contract, you receive comprehensive advice through a series of short advice documents over a period of three to six months. This approach ensures that you receive ongoing support and guidance tailored to your specific needs, rather than a single lengthy document that may not address all your concerns.