On Hold Messageweaweslee-1720091577 –
Production Approved –
Last Updated: July 4, 2024 11:15 am / –
VO: 1. Please choose the best available for me –
Background: Message 1
Your financial security is vital and should not be left to chance. At Wealthwise, we can help you take control of your finances and meet your goals. By creating a tailored financial plan, we can implement appropriate investment strategies that are designed to create and preserve your wealth.
Message 2
As many of us will now spend more than 20 years in retirement, planning for life after work is crucial. A financial adviser can help you select the most appropriate investments, manage your super effectively, and assist with tax effective strategies. Ask a Wealthwise financial adviser how you can secure your financial future.
Message 3
If you’re a small business owner, we can help ease the burden of running your business. We can provide advice on areas such as corporate superannuation, insurance and succession planning.
Message 4
Are you concerned about who’ll pay your bills should your income stop? Consider Income Protection products from Wealthwise. Designed to provide peace of mind in the event you’re unable to work due to illness or injury, Income Protection may be cheaper than you think, plus the premium for this type of cover is tax deductible! Find out more
Message 5
Personal insurance is an essential part of any comprehensive financial plan, particularly for people with families and ongoing financial commitments. We can help you determine the most appropriate type and amount of insurance for your situation. We can also investigate options such as income protection so you and your family do not suffer financial hardship if you become ill, or injured and unable to work. Ask us if personal insurance could be appropriate for you.
Message 6
The financial aspects of retrenchment and redundancy can be confusing. There are many different types of payments, and each is treated differently for tax purposes. We can help you make sense of your entitlements, the financial issues involved, and how to best preserve and use your payment. Contact one of our financial advisers to discuss your situation.
Message 7
Thinking about retiring? Do you have enough super to fund your retirement? If you’re 55 or over you may be able to access your super while you are still working. This gives you more choices about how and when you retire, such as working part time and supplementing your income with a pre-retirement pension. Ask us if a transition to retirement strategy could be appropriate for you.
Message 8
Superannuation can be an extremely effective investment vehicle, especially if you take advantage of the significant tax incentives offered by the government. We can help you determine which options and strategies will maximise your super to help secure your financial future.
Message 9
A large number of Australians are choosing to manage their own super through a self managed super fund. Self Managed Super Funds are a unique investment tool that can provide greater control and flexibility over how you save for retirement. Ask us if a self managed super fund could be appropriate for your situation.
Message 10
It’s wise to consider what will happen to your assets when you are no longer around. Estate Planning is essential to ensure your beneficiaries receive the maximum benefit, and your estate is distributed according to your wishes and with minimal adverse tax consequences.
Message 11
Did you know that many of our clients find us via a referral from an existing client? If you know someone who may benefit from our services, please talk to your adviser.
Message 12
When you use the services of Wealthwise, you can trust you’re getting the very best experience in Australia. We’re the proud winners of the 2015 (twenty fifteen) Financial Wisdom National Practice of the Year Award, and the W.A. Practice of the Year for 2016, 2015, 2014, and 2013. Ask us how you can benefit from our award winning service in just a moment.
Message 13
As part of our commitment to add greater value to our clients’ lives, Wealthwise invite you to the ‘Design your Life’ forum facilitated by our partners, the specialists at Lifewise 365. For information or to book ask one of our friendly staff when we tend to your call.
File 1
File 2
File 3
File 4
File 5
File 6
File 7
File 8
File 9
File 10
File 11
File 12
File 13
Request Change
TBS?
