The S&W Wealth division of our firm can look after all your financial planning needs.
We’re a licenced entity, capable of providing you with advice on all levels of investment and insurance, superannuation advice and self-managed superannuation funds (SMSFs).
The advice you receive will be based on conservative principles, looking to protect the wealth you have accumulated over years of hard work.
FINANCIAL PLANNING SERVICES
Our financial planning services include:
- Budgeting and cash flow;
- Debt management;
- Strategies for growing wealth;
- Tax-effective investment strategies;
- Portfolio management;
- Retirement planning; and,
- Estate planning.
SUPERANNUATION ADVICE SERVICES
We have a long history and an in-depth understanding of superannuation and can provide expert advice on:
- Superannuation strategy and planning;
- Contribution strategies;
- Pensions; and,
- Caps.
SELF-MANAGED SUPER FUND ACCOUNTING SERVICES
We can advise you on all aspects of self-managed super fund accounting, including:
- Setting up your SMSF;
- Administration of your SMSF; and,
- Auditing your fund.
