Financial Planning & Wealth Management
Our specialist financial planners work closely with you, devising a personalised wealth management strategy that reflects your unique situation.
Setting clear financial goals provides clarity and focus to establish where you want to go, and what you want to achieve in the short, medium and long term.
WCA listen to your needs and align with your financial goals and aspirations, creating tangible actions and tailored investment plans to help you achieve them.
Financial Planning and Wealth Management means different things to different people, but to WCA it means listening to your needs and creating a plan that is viable, workable, and in line not only with where you are now, but where you hope to be in the future.
The core of our Investment Philosophy is our focus on generating sufficient cash flow and distributing enough income to comfortably cover your spending requirements. We listen, we plan, and we use our extensive knowledge to create realistic and attainable plans that give you every available opportunity to reach or exceed your goals. Our team of specialist financial planners will work closely with you on your wealth creation and management plan, devising a personalised strategy that reflects your unique situation.
Our financial planning experts can assist with:
- Estate Planning
- Succession Planning
- Specialised Retirement Strategies
- Asset Protection
- Tailored Investment Advice & Strategies
- Self Managed Super Funds
- Salary Packaging & Tax Minimisation Strategies
Reviewing Your Financial Plan
Ongoing financial planning reviews are an important part of ensuring that your financial plan remains relevant and on track over time. We will make adjustments to your financial plan based upon any significant changes in other areas of your life. We will also adjust your plan to integrate new goals and objectives where needed.
The Consultation Process
Your first Financial Planning consultation meeting is FREE. After this initial meeting you can choose to progress to our paid review service or directly to a full financial plan. Your Financial Planner will be able to give you a comprehensive quote for a full financial plan tailored to your personal situation and service requirements after your first meeting.
If you are unable to attend our offices for a consultation we are happy to communicate via Skype or other preferred methods.
WCA Wealth Management Pty Ltd is authorised under Wealth Management Matters for the purposes of providing financial product advice. WCA Wealth Management is distinct from WCA Chartered Accountants. Our valued and trusted clients are invited to receive services from both entities.