Financial Planning

WSC Group (Aust) – Private Wealth Pty Ltd, ABN: 33 660 152 349 is a Corporate Authorized Representative Number: 1298591 of Count Financial Limited (AFSL 227232)

Financial planning is much more than choosing products and funds. Quality in financial planning is highly personalized to your individual needs, goals and preferences.

At WSC Group - Private Wealth our goal is for clients to retire in a financially secure position with a clear, simple and cost effective plan tailored to their individual needs.

Our financial planners are CFP qualified, and work closely with your accountant to ensure the advice complements your current tax planning strategy.

Whilst retirement planning is at the forefront of our financial planning services; asset protection, estate planning, investments and insurance are key components of the financial planning process.

We have experts in the fields of:

• Superannuation
• Insurance
• Investment management
• Self Managed Super Funds
• Estate Planning
• Centrelink – Aged pension advice.

To gain an in-depth understanding an initial meeting is offered to clients to review their current financial scenario. To book your initial meeting please call 1300 365 125.

Fact Sheet – What to bring to your appointment
Fact Sheet - Engagement Terms - WSC Group Private Wealth
FSG Part 1 V24.02 1 March 2024
FSG Part 2 V24.04 28 August 2024

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Security & Privacy Statement / Terms & Conditions / Complaints

WSC Group is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

General Advice Warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.