Financial advice means different things to different people, depending on their needs and goals. No matter what stage of life you’re at, getting advice from a qualified expert can help you realise your goals and achieve them sooner, and with more confidence.
As a customer of WAW, you are invited to take advantage of an obligation-free complimentary initial consultation with a qualified professional from Retire Invest Financial Planning. In your consultation, you will learn about the factors you need to consider as part of a comprehensive financial plan – such as investing, insurances, estate planning and what your retirement expectations are. You will find out what information you need to provide to create your financial plan, what you can reasonably expect from it and an estimate of the fee for your financial plan. There is no cost for this initial consultation and no obligation to proceed with preparation of a financial plan.
Request an obligation free, fee-free consultation to start planning your financial future Submit request online
Or call us on 1300 368 555 from 9am - 6pm Mon-Fri (AEST/ADST).
Your first appointment – We’ll get to know you, your current situation, life goals and objectives, and what aspects of financial advice you might need.
Getting the facts – we’ll complete a personal profile with you, determine your tolerance for risk and develop a clear picture of your financial situation.
Agreeing on the service – at this stage we will provide you with a letter of engagement to confirm our services, we’ll discuss the financial services guide and the costs involved in the planning process.
Plan preparation – with your information gathered, we will investigate the range of financial options available to help you reach your goals, and prepare your personalised recommendations
Plan implementation – when you’re happy with your financial strategy, we’ll work closely with you to implement it, always ensuring you have as much control as you want and that know where your money is invested and why.
Regular review and monitoring – we will review your plan annually as well as keeping in contact to provide ongoing advice and support
The contents of this website have been prepared without considering your personal objectives, financial situation or needs. Because of that, before making a decision regarding a product or service offered via this website, please consider its appropriateness to your circumstances. Please view our Financial Services Guide and the WAW Product and Services Terms and Conditions. You can also ask for a copy of these from any WAW Service Centre.
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