Financial Planning

Financial Advice Services with Western Financial

Knowledge can help you maximise your money and create an ideal retirement.

Members of Concept One now have access to a range of financial advice services through Western Financial, who are a wholly owned subsidiary of WA Super. Western Financial Planners can give you advice on a variety of areas both inside and outside of superannuation.

If you wonder what financial advice could do for you, ask yourself these questions:

  1. Is my super on track for a comfortable retirement?
  2. Am I taking advantage of ways to maximise my super balance?
  3. Will I have enough funds in retirement to live the lifestyle I want?
  4. Would my family be financially secure if something happened to me?

What we offer

Western Financial offers a wide range of expert financial planning services. Some of these strategies include but are not limited to:

  • Investment strategies
  • Reducing tax
  • Insurance to protect yourself and your family
  • Wealth accumulation strategies
  • Retirement planning including transition to retirement
  • Estate planning
  • Maximising any entitlements to Centrelink

When you speak with a Financial Planner about personal advice, they will work through a six step process with you.

6 steps to a better future...

  1. Defining the scope of engagement
  2. Identifying your goals
  3. Assessing your financial situation
  4. Preparing your financial plan
  5. Implementing the recommendations
  6. Reviewing the plan

Start planning today by contacting one of our Financial Planners. The first appointment is free and without obligation. Should you elect to proceed with the advice where a Statement of Advice is prepared, fees will apply. These will be disclosed and agreed upon prior to the commencement of any work. To arrange a meeting, contact us on 9480 3535.

More information about the Financial Planning service is available on the Western Financial website at .