What’s your plan for the future?

Whether you want to take on the world

Or secure your current lifestyle

awt financial services can help

Financial Services

Financial Planning - Risk Insurance - Superannuation - Self Managed Super Fund - Investments

Additional Services

Accounting - Tax Planning - Debt Management

Support Services

Estate Planning - CentreLink - Retirement

Multi-Disciplinary

We bring a wide range of highly trained and qualified staff including accountants, solicitors, and credit advisers to our clients and make sure each client improves their financial position as efficiently and as safely as possible.

Ethics-Based

Our aim is to work in your best interests. We are actively committed to a code of ethics designed to achieve best practice in financial planning. We emphasise and prioritise your rights and entitlements as our client at all times.

Client Focus

We continuously and proactively look for ways to improve our clients’ wealth, financial health and retirement planning, with all things being done in the pursuit of our core focus of enhancing client’s financial profile.

At awt financial services

We provide a full range of financial planning to all of our clients.

Through our licencing arrangement with Capstone Financial Planning, we enjoy a huge reservoir of technical expertise and practical experience dealing with a wide range of areas.

These include investments, risk insurance, superannuation and self-managed superannuation, estate planning, retirement and aged care planning, business advice and inter-generational financial planning.

We use the latest technology available for office and advice automation and are able to respond swiftly and comprehensively to your requests.

Phil Bossert

ADDRESS

Level 2, 52 Davidson Terrace
JOONDALUP WA 6027

PHONE

08 9303 8900

EMAIL

phil@awtfinancial.com.au

REQUEST A CALL BACK

To find out more, please enter your details below and Phil will call you back.

AWT Financial Services Pty Ltd is a Corporate Authorised Representative (No.469578) of Capstone Financial Planning Pty Ltd.
ABN 24 093 733 969. AFSL No.223135

General Advice Warning
All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial and taxation advice prior to acting on this information.

AWT Financial Services | 2/52 Davidson Terrace Joondalup WA 6027 | 08 9303 8900