Our Services

Financial Planning

Financial planning means managing all aspects of your financial situation. Managing finances is complex. And as the saying goes, ‘failing to plan is planning to fail.’ We provide a comprehensive financial planning service that brings together all elements of your financial profile. Our plans address:  …

Risk Insurance

Risk insurance policies are financial products that will pay the policy holder if the ‘insured event’ – such as becoming unwell and being unable to work – happens. Insured events include things like temporary illness, permanent illness, temporary injury, permanent injury, or the premature death of the insured person. …

Superannuation

Most people think of superannuation as a tax-favoured way of saving for your retirement. For employees, it is compulsory. For self-employed people, it is optional. For everybody, it is a great idea. But superannuation is about more than retirement planning. It is actually a cornerstone of most people’s financial plan. This is because ‘super’ touches …

Self-Managed Super Fund

As the name suggests, a self-managed super fund is one that the members manage for their own benefit. Self-managed super funds (SMSFs) are one of the most popular ways for Australians to hold their super benefits. SMSFs allow for maximum control over super benefits, …

Investing

Investing means becoming wealthier by buying and sometimes selling assets that provide income while you hold them and capital when you sell them. There are two ways to invest and three broad types of investment. We can assist you with all of them. The two ways to invest are directly or indirectly.

Accounting

We can provide a comprehensive range of accounting and taxation services for entities such as companies, trusts and SMSFs. Having us organise your accounting and taxation services ensures that all of your financial needs are managed seamlessly and in the most cost and tax effective way possible. …

Tax Planning

Tax planning means managing your financial affairs such that the amount of tax you pay is minimised as much as legally possible. The idea is that you pay all the tax you have to – but no more. Optimising your tax planning unlocks enormous potential for your financial plan.

Debt Management

If you get your debt right, financial security will follow. That’s why we make debt management a key part of your financial plan. It is one of the first things we look at for all of our clients. Debt touches most things that we do. Few of us buy homes without taking on a mortgage, and even fewer can afford to make an investment without any debt. But it is not just this ‘big debt’ that matters. There are other types of debt as well. Who doesn’t have a credit card (or three)? Or a car loan? 

Estate Planning

Through our arrangement with MLA Lawyers Pty Ltd, we facilitate a comprehensive range of estate planning services. Estate planning is the process of ensuring that your wealth is directed according to your wishes after you die. Making sure your wealth goes where you want it to is not just a simple matter of preparing a will – although a will is almost always a key part of your estate planning.

Centrelink

Getting your planning right can make a real difference when it comes to qualifying for or maximising your Centrelink benefits. Our knowledge and experience will assist you to maximise your Centrelink entitlements without needlessly compromising your longer term wealth development and enhancement strategies. …

Retirement Planning

Everybody wants to retire as comfortably as possible. It is never too early to start planning your retirement. For younger clients, retirement might be a little in the background, as we assist you with more immediate aims such as buying a home, paying off debt, managing your career and raising a family. But the fact that there are more pressing aims does not mean that retirement should be ignored completely, 

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AWT Financial Services Pty Ltd is a corporate authorised representative of Core Financial Services Pty Ltd (AFSL 480009)

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.