A financial adviser has specialist knowledge and expertise and can help you build the plan you need to reach your financial goals.
The financial planning process helps you to assess your current financial position and identify your personal and financial goals. By clearly setting out your goals you will be placed in a better position to make better choices about how you can achieve them. Whether you are planning for retirement, a trip to Europe, your children’s education or for a deposit on your future home, your adviser can help you plan to reach these goals.
Financial advice covers many areas, such as:
Age care planning
Life and risk insurance
Government benefits that may be available to you
Quality financial advice can help you create and secure a comfortable future for you and your family. If you would like to review your current situation, please contact (07) 5574 0667 to arrange a time to meet with an adviser.
Wahlstrom Financial Services
Level 5, 128 Bundall Road, Bundall QLD 4217
P: 07 5574 0667 Please take the time to visit our website at www.wfsqld.com.au, like us on Facebook or follow us on our new Twitter account!
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Wahlstrom Financial Services Pty Ltd, ABN 43 078 015 988, is a Corporate Authorised Representative of Millennium3 Financial Services Pty Ltd ABN 61 094 529 987 an Australian Financial Services Licensee number 244252. Millennium3 Financial Services Pty Ltd and Wahlstrom Financial Services Pty Ltd are not responsible for the advice given regarding lending. This information (including taxation) is general in nature and does not consider your individual circumstances or needs. Do not act until you seek professional advice and consider a Product Disclosure Statement. The views and opinions expressed within this letter are those of the author and do not necessarily reflect those of Millennium3 Financial Services Pty Ltd.