Financial Advice

Our core service is the provision of personal financial advice. Personal financial advice requires us to hold a thorough understanding of your circumstances including your financial objectives.

A variety of strategies – covering all degrees of complexity, can then be considered and compared through the application of a technique WealthSpan has pioneered called Warranomics.

Through our financial planning process we create clients who are more confident knowing the reasons why they are choosing one financial strategy over another.

Factors that will have an impact upon our financial advice to you include:

Taxation, risk & return, asset class behavior, financial product design, debt, lifestyle choices and desires, age, income & expenses, life expectancy, health, family commitments, legislation, government benefits, estate planning, interest rates, inflation...

This service may call on practitioners with expertise in the areas of taxation, the law, financial planning, banking, insurance, lending, real estate, stock-broking and investment management.

Industry Super Fund Access

WealthSpan often utilises the benefits of low cost industry super funds to help clients accumulate retirement savings in an efficient and uncomplicated environment. WealthSpan may also be able to arrange for any related advice fees to be debited from your industry superannuation account.  Having fees debited from your superannuation account will in effect provides savings of up to 40% on the cost of financial advice.

SMSF | Investment Property Expertise

Unlocking your superannuation savings to buy an investment property may turn out to be a tremendous investment decision, then again it may not.  The strategy is complex and we know from experience it deserves thorough consideration.

WealthSpan can help you make the right decision by providing you with a clear, independent illustration of what is likely to transpire if certain assumptions eventuate. We call this our SMSF | Investment Property Simulation Service.