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Financial Planning

No matter what your personal financial situation or age, you can benefit from a professionally prepared financial plan.

Financial Planning

Everyone can benefit from a financial plan

There is a misconception that financial planning is expensive and just for the wealthy. Nothing could be further from the truth. No matter what your personal financial situation or age, you can benefit from a professionally prepared financial plan. If any of the following applies to your personal situation, you could benefit, too.

  • Investing for wealth creation
  • Transitioning into retirement
  • New to the workforce
  • Recently made redundant
  • Own your own business
  • Saving for or buying a new home
  • About to pay out a mortgage
  • Changing marital status
  • Starting a family
  • Taxation planning
  • Future education funding
  • Aged care / disability support
  • Receipt of inheritance bequest
  • Superannuation advice
  • Centrelink / pension benefits maximisation
  • Estate planning
 

Obligation-free, Complimentary Consultation.

As a customer of WAW you are invited to take advantage of an obligation-free, complimentary initial consultation with a qualified professional from Quadrant Financial Planning. At this meeting your financial planner will discuss what sort of plan will best suit your personal situation based on your current position and long term goals.

From the meeting you will get high level information on factors you should consider as part of a comprehensive financial plan. This includes estate planning, investing, insurances and what your retirement expectations are. You will also find out what information you will need to provide to build your plan, what you can reasonably expect from it and, of course, an estimate of what the fee for a comprehensive financial plan (statement of advice) will be.

Importantly, there is no cost for this consultation and no obligation to proceed with preparation of a financial plan.

Simply make contact with your nearest WAW Credit Union Service Centre or call our Directlink customer service teams on 1300 368 555 and we will organise a Quadrant representative to make contact with you at your earliest convenience.

Quadrant Financial Planners are representatives of Charter Financial Planning Ltd - ABN 35 002 976 294 AFSL 234665. WAW Credit Union may receive commissions for the referral of business to Quadrant Financial Planners.