Perth, Western Australia
Recent changes to the legislation surrounding the provision of financial advice has helped highlight the wide scope of areas in which financial planners operate. This can sometimes lead to confusion as to exactly what it is that a financial planner does.
If you are not familiar with the financial planning process or would like to see how a financial planner could help you with money matters, call either Streamline Financial Planning or Wealth & Security Planners on the numbers shown above.
Alternatively, follow the menu link to michaelsmusings.com.au, which is a blog-site run by a Senior Planner, and director of WSP Financial Services Pty Ltd. In it, you will find open, honest discussion on all matters relating to financial planning.
WSP Financial Services Pty Ltd ("WSPFS") is a privately owned company that holds an Australian Financial Services Licence, as well as an Australian Credit Licence. This means our representatives can offer a broad range of financial planning services and, where suitable, advice on loans, superannuation, investments and insurance.
How can we help you today?
What do you want to do, right now? Our representatives offer two avenues for helping you achieve your financial ambitions today.
If you are interested in investment, superannuation, insurance, loans or straight-forward financial advice then Streamline Financial Planning is most likely your best starting point.
Streamline can help with :
- Home loans
- Personal and vehicle loans
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If you are looking at a long term relationship with a financial planner, or have more complex needs then Wealth & Security Planners is most likely going to be your best starting point.
Wealth & Security Planners can help with:
- Comprehensive retirement planning
- Cashflow planning
- Investment Gearing strategies
- Comprehensive financial planning
- Financial modelling
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