Financial Planning

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:

  • 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 complimentary initial meeting please call 1300 365 125.

WSC Group- Aust Wealth Management is an Authorised Representative (No. 001232852 and Credit Representative No. 478100) of FYG Planners Pty Ltd, AFSL/ACL (No. 224543)

Superannuation and Insurance Brochure

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 Financial Planner can assist you to determine whether a SMSF is right for you.
  • Our Accounting team can assist in setting up the SMSF and appropriate registrations, along with ongoing administration, compliance and audit preparation.

Our team of SMSF Financial Planners can also advise you on the more complicated aspects of SMSFs, including:

  • Borrowing within your SMSF
  • Purchasing property in your SMSF
  • Purchasing business premises in your SMSF
  • Setup of investment portfolios in shares, managed funds, bonds and term deposits
  • Setting up your personal insurances through your SMSF
  • Running pensions through your SMSF
  • Establishment and maintenance of Transition to Retirement strategies
  • Estate Planning within your SMSF

You already have insurances? When was the last time you reviewed your policies?

Are you getting the best possible tax benefits from your current policies? Did you know you can use part of your superannuation to help pay for your insurance?

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:

  • Life Insurance: A lump sum that is paid out when the insured party passes away
  • TPD Insurance:A total Permanent Disablement lump sum
  • Income Protection Insurance:Will assist you with ongoing costs such as mortgage repayments if you cannot work for a period of time due to sickness or injury
  • Trauma Insurance:Covers you for a range of pre-determined life threatening illnesses or injuries

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 info@wscgroup.com.au

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