Leading Financial & Realty Services
Three groups in one place, so you can have a variety of experts on hand.
Superannuation
Have you wondered if an SMSF was appropriate for you? Or if your Superannuation is appropriate for your needs? There are many decisions to make, and that is where the advice and guidance of WAI Financial Planning stands out from the crowd.
Insurance
We help create your personalised protection package while we will also help find an appropriate policy to suit your current situation. If you need to make a claim, we help you with that process also.
Personal Income Tax Returns
Tes Jordan, our registered tax agent, is also licensed by the IPA, with over 15 years experience in the industry.
SMSF Statements & Returns
Wth over 19+ years of experience in the SMSF industry we are here to make the administration process as streamlined and easy as it can be for you as trustees.
Fixed & Transparent Fee Structure
No surprises. You will know the cost upfront and be aware of any ongoing fees that could be incurred.
Buying & Selling
The decision to purchase an investment property can make a huge difference to financial outcomes. For us, this means research, openness and experience in the market are incredibly important. When you view properties we sell- you can be confident in knowing we have worked hard to locate investments that will move you forward.
Research
It can be easy to be swayed by clever marketing or flashy ads- but in every purchase, it is the ‘numbers’ that count. That is where we shine, researching market timing, expenses, yield, economics, demographics and surrounding sales. Combine that with an analysis of your situation and you can be more confident of a deal that gets you closer to your goals.
Why Yield
When you work with us, you will notice a focus on yield. Why? Because that is your return, your income from the property compared with the cost. Yield can be controlled far more than capital growth- so basing forecasts off what you know can provide more accurate results.
The Financial Planning Process
Meet with the team. Discuss your needs and goals. Research. Statement of Advice completed. Options and plans discussed and explained. Action taken.
Tax returns
Efficient filing and ongoing service for your personal income tax return.
SMSF Management
Experts in SMSF establishment, statements and tax returns.
Real Time Information
With our latest technology, you can view real time financial information on your accounts.