Looking For a Quality Financial Planner Sydney Based Firm With a Strong Reputation?
Established in 1975, Wellings & Associates strive to offer you the best financial planner Sydney has to offer. Our qualified financial planners will guide you through the financial planning process including the setting of goals, investment planning, tax planning, retirement planning, debt consolidation and the reviewing of your financial plan.
1) Setting Goals
Wellings & Associates’ financial planners believe financial goal setting is the first step to a sound and high performing financial strategy. Clearly defined goals will help you to protect against financial risk, pay for raising children and their education, enjoy a stress-free retirement, pass on wealth to your children and grandchildren, minimize your tax bill, purchase a home, fund a holiday and ultimately achieve financial independence.
2) Investment Planning
Our financial planners are experience in developing Investment Strategies with defined purposes, timelines, expectations, benchmarks and legal considerations to guide your investment decisions.
3) Tax Planning
Your Wellings & Associates financial planner Sydney based service will assist you in discovering a number of tax benefits and exemptions to potentially save you and your business or family thousands of dollars every year. Your planner will assess your current tax status, total income and expenses and determine reliefs and rebates that you should be claiming to minimize your taxable income. Furthermore, our financial planners offer taxation assistance during busy end of financial year times and will help you to complete your tax returns, lodge forms and documents required and meet your taxation obligations on time.
4) Retirement Planning
With Australian’s living longer than ever, early retirement planning is crucial for you to maintain the lifestyle you enjoy, long into the future. Wellings and Associates work with clients to assist in a range of retirement planning elements including:
- Maintaining a self-sufficient standard of living
- Coping with health care costs
- Protection of property
- Providing for dependents
- Estate planning
We work with our clients to prepare for retirement, set goals, calculate living expenses, and design a retirement plan and strategy.
5) Reviewing & Monitoring
Wellings & Associates financial planners monitor your investments and financial portfolio around-the-clock to be sure they identify threats or barriers, maximize potential opportunities and keep your financial plan relevant and tailored to meet your financial goals within your defined timeframes.
Ready To Get Started?
If your looking for a qualified, experienced and personable financial planner Sydney wide, contact the friendly team Wellings & Associate’s and request your free, no-obligation quotation to discover how our team can help you realize your financial goals and freedom.
