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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 - 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 complimentary initial meeting please call 1300 365 125.

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Fact Sheet – What to bring to your appointment
Matt Pack - Financial Services Guide - v1.3_2021 - 1 July 2021
Jessica Beck - Financial Services Guide - v1.3_2021 - 1 July 2021

WSC Group - Private Wealth Pty Ltd ACN 632 928 691 is an authorised representative #1275915 of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services License (AFSL) number 409361.

General Advice Warning: This advice may not be suitable to you because contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information. Investment Performance: Past performance is not a reliable guide to future returns as future returns may differ from and be more or less volatile than past returns.

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