Financial Planning and Investment
Our financial planners can assist you with advice on comprehensive strategies to grow and protect wealth, reduce tax and achieve your financial goals.
We do this by assessing your situation, needs and goals and providing a tailored advice document which will recommend appropriate strategies and products to help you achieve your goals.
WTC’s rigorous research process ensures that our products include only high quality investments and platform products. The process aims to include only products that have above average returns, reduced risk and superior service. The process includes the use of independent external research providers Lonsec, an internal review and ultimate recommendation by a Certified Financial Planner.
Our flat fee structure ensures that there is no advisor bias to recommend one product over another.
Understandably, no one likes to think about an incident happening that may impact your life and your ability to earn an income. Unfortunately, statistics show that at some stage in your working career, you may experience a situation that will
prevent you from earning an income, be it temporarily or permanently.
Wealth Protection provides a benefit on the happening of an insured event, four possible events our clients can insure against are:
• Serious illness or accident
• Total and permanent disablement
• Inability to earn an income, due to sickness and/or injury
Generally, people see the value in insuring their homes and their cars. Worryingly, too few people see the value in insuring the one thing that pays for it all in the first place – YOU.
As an introduction to the services and products provided by WTC Financial Services, new documents will be available shortly.
CondonTreasure Financial Services (AFSL # 337806)