WAI Financial Planning
Superannuation, self managed super funds, personal and family protection.
Financial Planning that makes a difference
At WAI Financial Planning, we pride ourselves on giving advice for the betterment of our clients. We are not only knowledgeable in the superannuation and SMSF space, we also ensure our clients have appropriate personal protection behind them, just in case anything unforeseen happens that could affect their finances and their family’s wellbeing.
Superannuation
Have you wondered how your Superannuation is performing? Or if it is the right fund for you and your Retirement Plans? Maybe you have multiple super funds and need help finding out which suits you the most? Or maybe you just want to understand how Super actually works? WAI Financial Planning can help with all of these, with an obligation-free initial meeting where we explain the Superannuation world and how it applies to you, assisting where we can through our Financial Planners and we can help point you in the right direction. The first meeting may even be complimentary.
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1
Learn about Super
Get insight into how your nest egg is actually invested, the risks and costs involved with investing, and how you can make sure your Super will be working the best it can for you.
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Put a plan together
Our Financial Planners will help you quantify your goals for Retirement and can put a plan together to pave a pathway to reach them, understanding the pros and cons of investing for the future in the Super environment.
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Make sure you're on track
Part of our ongoing services will include reviews to make sure the plan we put together initially is still right for you, make changes where necessary, while taking into account the legislative changes that occur each year which may apply to you.
Self Managed Super Fund (SMSF)
Have you wondered if a SMSF is right for you? There are many decisions to make as well as responsibilities to keep in mind, which is where the advice and guidance of WAI Group stands out from the crowd.
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Control
As your own personal superannuation fund, a SMSF gives you greater control over how your super is invested. It’s the type of control that allows you to make the key decisions regarding where your money is invested.
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Flexibility and Choice
A SMSF is a platform for you to construct your fund’s investment strategy, therefore enjoying wider investment options.
The cost structures are different and you have to adhere to different rules and regulations that would apply to you, which involve increased responsibilities. -
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Potential for tax advantages
Depending on your personal circumstances and your preferred investment strategy there are tax advantages to a SMSF. Funds can also be pooled, together with family or other fund members, creating potential cost savings for all.
Personal and Family Protection
Not only will we help assess your family’s needs if any of the below are required, we will also help find appropriate policies in the market to suit your current situation. More importantly, in the unfortunate event of you having to make a claim, we will go out of our way to help make sure the benefits are paid, as some of our clients can attest to in the testimonials at the bottom of this page.
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Life Cover
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TPD cover
(total, and permanent disability)
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Income Protection
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Trauma Insurance
(Heavy Illness cover)
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5
Business insurance
(Key Person, Business Expense cover)
Janet & Steven Webster
Rivervale
James Thorley & Terri Klause
Darling Downs
TAKE CONTROL OF YOUR FUTURE
Call us on 08 9267 3800, or register your interest below, and one of our licensed experts can explain how Superannuation, a SMSF or Insurance can affect your future, with a FREE consultation.
The financial planning services are provided by WAI Financial Planning Pty Ltd, ABN 90 603 664 820.