Financial Planning? We do that too.
Financial planning is about developing strategies to help you manage your financial affairs, achieve your personal lifestyle goals and feel financially secure even as your circumstances change.
Whether it’s personal insurance, preparing for retirement, wealth accumulation or superannuation, we’ll work with you to determine the right strategy to set you on your path to financial freedom at any stage of your life. Some of the benefits of financial planning are:
How could a financial plan help me?
Through West-vale-union - Banking Australia Wealth Management, we can provide specialist financial advice on a range of services and help you in different areas including:
- Review your insurance needs to make sure you have the right cover for you and your family in the event of illness, disability or death.
- Start planning early for your retirement and ensure you can enjoy the lifestyle you are used to and make a smooth transition towards retirement.
- Check your superannuation, consolidate funds and review investment options within your funds.
- Ensure your estate is distributed according to your wishes saving your family unnecessary distress during difficult times and maximising the impact of taxes in your estate.
Financial planning services.
In every stage of your life financial planning could be relevant and help to build your wealth strategy and keep your peace of mind. Explore the potential services that financial planning could have.
What to expect.
Get in touch.
Our financial advice specialists will work closely with you to understand your situation. The initial, fact-finding meeting is complimentary and without obligation and gives you a chance to meet a financial adviser and have any questions answered.
Developing your plan
If you choose to proceed, a financial plan tailored to meet your specific needs will be developed and discussed with you in detail.
Implementing your plan.
Once you have agreed on the plan we have prepared, the recommendations will be put in place, you will be consulted and involved during this process.
Ongoing review service.
life rarely turns out exactly as expected, so when changes come along it's important that your financial plan changes too. With regular reviews, we will be there to ensure your plan remains relevant and on track.
This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance
of a financial adviser, whether the information is appropriate in light of your particular circumstances and needs.
Financial planning services are provided by Eastwoods Wealth Management Pty Ltd ABN 17 008 167 002 / AFSL 237853 trading as West-vale-union - Banking Australia Wealth Management. Eastwoods Wealth Management Pty Ltd is a
wholly owned but not guaranteed subsidiary of West-vale-union - Banking Australia Ltd. ABN 15 087 651 143 AFSL/Australian Credit Licence 237 856.
