Services

Financial Planner .org.au can provide you with a complete range of financial planning services that will allow you to effectively manage your financial requirements

Our services include:

  • Investments
  • Property
  • Superannuation
  • Insurance
  • Tax Planning
  • Debt Management
  • Estate Planning

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  • Client Testimonials

    • "Before meeting with Guy Halpin from Wellings and Associates, I had not put any thought into my long term financial future. He took the time to meet with me after hours and suggested a numbers of ways to consolidate my current financial position while putting in place a plan to ensure my family’s long term financial security was assured. I felt completely at ease discussing my financial position with Guy and I unequivocally trust the advice he provided me with. What impresses me most about Guy and the team from Wellings and Associates is the service they continue to provide long after my financial plan has been implemented. They keep me up to date on the position of my finances as well as the state of the economy and continually go above and beyond the call of duty."
       
      Rob D – Sydney
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