The Financial Planning Industry is rapidly growing
towards a genuine "Profession" for those of us embracing
continuing education, technology, independent research,
"objective" advice and unsurpassed customer service
standards.
"It’s not brain surgery, it’s much more
complicated". There are hundreds of managed funds, thousands of
stocks and share companies world wide, government bonds, unit trusts,
master trusts, wrap accounts, testamentary trusts, margin lending,
risk management and so on.
Our role is to demystify and simplify the whole
process and identify how we can add value to your existing
arrangements or perhaps completely re-organise your financial affairs
for your long-term financial security.
With a professional team of 20 quality individuals,
we at VicWide Financial Services Pty Ltd are an
Australian Financial Services Licensee set up to provide superior investments to our
clients. We are totally committed to being leaders in all areas of our
professional practice in relation to Financial Planning Services. In
particular, we are Retirement Income and Wealth Accumulation
Specialists for individuals, companies and trusts.
We provide a "Complimentary First
Interview" for those investigating one of our regular ongoing
service levels, at which time we establish the areas we can assist you
to be financially well-organised and take steps to become financially
secure. As well, we provide you with the appropriate investment
recommendations for you.
Our fees are based upon the time we spend assisting
you reach your financial objectives and security. Our fee levels are
justified a number of times over with quality ongoing strategic advice
in relation to your investment portfolio, taxation, social security,
estate planning, wealth accumulation and retirement income strategies.
Along with the "peace of mind" knowing that you have a team
of professionals looking after your financial well being that
"care".
Our Service Levels may therefore be summarised as
follows:
A more detailed explanation of each of the
services and their relevant fees is available by appointment
Portfolio management and strategic advice fees are
generally tax deductible under section 51 of the Income tax Assessment
Act
