Planwise Financial Services, in Bateman Western Australia Contact us

A financial planner’s role isn’t limited to developing investment strategies, Planwise can also help you set realistic goals and provides wide ranging advice on issues including:

  • Retirement Planning
  • Wealth creation strategies
  • Insurance
  • Superannuation strategies
  • Self managed superannuation
  • Cash flow management and budgeting
  • Maximising Centrelink Entitlements
  • Business succession planning

What you can expect from your adviser

  • The benefit of over two decades of experience in assisting clients with their financial affairs.
  • Superior service, assistance and personalised advice relevant to your situation
  • A high level of accessibility and timely responses.
  • Face-to-face progress review discussions and strategy meetings each year.
  • Rebalancing advice for your investment portfolio to ensure continued suitability in line with your selected investment asset allocation.
  • Assistance with implementation and integration of any recommendations made regarding your portfolio.
  • Access to new investment opportunities and strategies as they arise.
  • Proactive contact from your adviser regarding any relevant matter concerning your portfolio or financial situation.
  • Prompt responses to all phone / email / fax queries.
  • Ongoing consultation and discussion with fund managers, industry experts and research companies to ensure access to the most up to date and effective strategies and products.