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Financial Planning:
A financial plan can be prepared and tailored to your
Individual, Family Trust or Self Managed Superannuation
Fund needs, objectives and circumstances. Where some
Financial Plans will require very complicated strategies,
other Financial Plan strategies will be simple.
Superannuation and Redundancy
Advice:
We specialise in creating and accumulating wealth
in Superannuation, by constructing a strategy that
will maximise your returns. Should you be entitled
to receive a redundancy payment, we can recommend
the most tax effective strategy for receiving the
payment.
Retirement Planning:
On retirement, we help you to develop strategies that
will give you the most tax effective income, whilst
investigating eligibility for Centrelink pension payments.
Self-Managed Superannuation
Fund Advice:
We provide Self-Managed Superannuation Fund services
to clients who wish to establish their own Superannuation
Fund. We can assist clients in the set up of the fund
and provide expert advice in Investment Strategies,
Income Streams, Insurance and Estate Planning.
Portfolio Development:
We provide expert advice, whilst considering your
current position and plans for the future, by assisting
you in the development of your Investment Portfolio.
We believe, that in today's complex investment markets
we can add value by helping you to create wealth,
with a balanced and diversified Investment Portfolio.
Mortgage
Originator via St George:
With
a broad range of excellent finance facilities available
via St George Bank, you can be certain that HWC Financial Services Pty Ltd will find the best product to suit your individual
needs.
Whether
you are :
-
Buying or building a home;
- Looking
to finance a property purchase or other types of
investment;
- Wanting
to refinance or consolidate your debts;
- Interested
in Mortgage Reduction; or
- Need
a Deposit Bond for a property purchase.
HWC
Finance Services can help you ...
Personal Insurance:
We provide Death, Total and Permanent Disability,
Trauma and Income Replacement Insurance. After completing
an insurance analysis, we can assist you with your
Personal Insurance needs. Tony Wilson and Yochai Bergman
of HWC Financial Services Pty Ltd are broker representatives
with SECURITOR Financial Group Ltd. This enables us
the flexibility of offering Personal Insurance covers
specific to your needs.
Estate Planning:
We can help you to construct a strategy for your Estate
Planning that will maximise tax benefits and keep
your assets in the family. We believe that you should
establish a good Estate Planning strategy if you have
children, assets, family trusts, businesses or spouses
to protect. By collaborating with your accountant
and solicitor, we can help you to establish the most
suitable Estate Planning (Will, Power of Attorney,
Enduring Power of Attorney and Advance Health Directive)
to meet your needs.
Reviews:
We provide a full Review Service, should you wish
to monitor your Financial Plan Strategy. We believe
that a good Financial Plan and strategy should be
flexible enough to allow for changes, as your needs,
objectives and circumstances change over time.
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THE BENEFITS
OF DEALING WITH HWC FINANCIAL SERVICES PTY LTD
AS YOUR PROFESSIONAL FINANCIAL ADVISERS INCLUDE:
-
Direct and responsive access to your assigned
senior adviser,
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Established relevant experience,
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Professional service on a broad range of financial
matters,
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Prompt attention to "special projects",
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An extensive network of contacts within the
business and finance industry, and
- An
earnest desire to ensure that client service
requirements are met courteously, professionally
and efficiently.
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