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 - Wealth Management 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:
To gain an in-depth understanding an initial meeting is offered to clients to review their current financial scenario. To book your complimentary initial meeting please call 1300 365 125.
Self Managed Super Funds
WSC Group have been setting up and managing the complexities of self-managed super funds for over a decade and has built a level of expertise well above other accounting firms.
WSC Group is known as a SMSF Accounting Specialist and can assist in the following areas:
Our team of SMSF Financial Planners can also advise you on the more complicated aspects of SMSFs, including:
As a client of WSC Group we are offering you a complimentary review of your current insurance plan by one of our insurance specialists. This will ensure you not only have the right level of cover but also have the very best value for money, and your wealth being structured as tax effectively as possible.
If you do not already have insurance a WSC Group Wealth Management specialist can help you with:
In 2013 a new client to WSC Group – Wealth Management met with one of our Insurance specialists to review his existing policies. During that meeting he mentioned that 6 months earlier he had been diagnosed with cancer and underwent radical surgery. This meeting resulted in WSC lodging a claim of $110,000 against the client’s existing insurance policy. The client did not know he was covered for this and within 2 weeks the money was in his bank account.
For a complimentary initial appointment with one of our WSC Financial Planners please contact WSC Group on 1300 365 125 or email firstname.lastname@example.org