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 (Aust) Pty Ltd is an authorised representative of Count Financial Limited ABN 19 001 974 625, holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. The information on this web page is not financial product advice and is provided for information only.

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.