Financial Planning

Financial Planning

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.

We have a team of specialist Financial Planners who will work with you on your wealth creation and wealth management plan. Our experts can assist with:

  • Estate Planning
  • Succession Planning
  • Specialised Retirement Strategies
  • Asset Protection
  • Tailored Investment Advice & Strategies
  • Protection/Insurances
  • Super
  • Self Managed Super Funds
  • Salary Packaging & Tax Minimisation Strategies

The Right Fit

WCA prides itself on removing the complexities of financial planning matters and walking alongside you as your Finance Partner.

It’s highly important that your financial planner should be someone you are comfortable with, who knows you, and understands how your needs change over the years. That way you can trust them to help you achieve and work towards your financial goals.

WCA work hard to do just this, providing you with:

  • Ongoing strategic advice
  • Ongoing investment advice
  • Wealth protection and planning advice, including estate planning and personal risk assessments.

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 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.
To book your FREE consultation or to find out more information about our Financial Planning services please contact us.

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.

Contact WCA to book your FREE initial Financial Planning consultation