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Financial Planning

Financial planning is not just about superannuation.

It can commence wih newly weds looking to save for a home then progressing to managing on a lesser family income when children come along to deciding what to do with excess funds when a mortgage is under control or paid off.

In taking this journey through life, it is helpful to have a mentor who can give you advice on good options at the varios stages of your financial life.

As an authorised representative of Dover Financial Advisers we are required to undertake ongoing industry training every year to retain our accreditation in order to give you the best possible range of options when you ask us for help.

A KWA Financial Services financial plan outlines your goals and how you will financially achieve them. 

Our advice and services include:

  • Cash Flow Budgeting
  • Wealth Accumulation
  • Wealth Protection
  • Superannuation Planning
  • Retirement Planning
  • Record Keeping / Mailhouse

We will take the time to understand your needs, goals and preferences before we make any recommendations.

The steps we take:-

We will explain the financial planning process and how we make sure we can meet your needs by identifying your short, medium and long term financial goals. 

We need to assess your overall financial position and attitude to risk before recommending suitable strategies, products and services. 

When you are ready to take the next step we are there to assist you to put the plan into action.  This may involve working with other specialist professionals, for example, complex estate planning matters would need consulation with an expert solicitor in that field.

To ensure you remain on track to meet your goals we do not "set and forget".  We will regularly review your plan to make sure we take into account any changes to your circumstances, lifestyle and financial goals.