Copyright 2015 Wauchope Financial Planning

ABOUT

GAVIN NEWBOUND                                                                                                                                                                 Managing Director  Success isn’t about how much money you make, it’s about the difference you make in people’s lives   Michelle Obama
Financial planning is not solely about superannuation, insurance or other financial products. Quality financial planning is about taking a long term viewpoint, working with other professionals such as accountants and solicitors, to then devise strategies that will assist clients reach financial goals and milestones. Everyone’s needs are different, with not one strategy the same. Age, net income, type of employment, family needs, debt levels, assets and short term financial goals are typical examples of what may be expected to impact longer term financial analysis. A quality financial plan will also consider events that may change a strategy such as marriage, children, marriage breakdown, market conditions and legislative changes, or the loss, illness or disability of a loved one. Bank accounts, direct shares and managed investments are typical wealth accumulation vehicles each with their own level of volatility, long term return, and taxation implications. Products such as superannuation and investment bonds each have their own taxation and legislative benefits, but need to be understood outside of any compulsory employer sponsored arrangements.
While building up wealth is one thing, protecting both current wealth and potential wealth through unforeseen events is another. In 2014, the Australian life insurance industry paid over $7 billion in death and disability claims, helping to support many thousands of Australians.                The financial planning process is about providing a ‘value add’ benefit which far outweigh the costs associated with financial advice. While some planners will target high net worth clients only and give an industry impression that financial planning is only for the rich, Wauchope Financial Planning takes a community based attitude recognising the greater majority require financial advice over their lives, and provides assistance if and when provided. To improve financial literacy is through education. Wauchope Financial Planning considers it part of the local community and currently will provide free seminars to schools and workplaces as required. For personal financial advice, please arrange an appointment at our office. While there is no fee for the initial consultation, any fees will be determined and discussed following this consultation and prior to any advice being provided.
 The only way to do great work is to love what you do.   - STEVE JOBS
Hastings Financial Services Pty Ltd, trading as Wauchope Financial Planning ABN 34 541 763 742 Corporate Authorised Representative No.417493 2/80 High Street Wauchope NSW 2446
Aon Hewitt Financial Advice Limited ABN 13 091 225 642 AFSL No.239183 Level 33, 201 Kent Street Sydney  NSW  2000

ABOUT

GAVIN NEWBOUND                                                                                                                                                                 Managing Director  Success isn’t about how much money you make, it’s about the difference you make in people’s lives  Michelle Obama
Financial planning is not solely about superannuation, insurance or other financial products. Quality financial planning is about taking a long term viewpoint, working with other professionals such as accountants and solicitors, to then devise strategies that will assist clients reach financial goals and milestones. Everyone’s needs are different, with not one strategy the same. Age, net income, type of employment, family needs, debt levels, assets and short term financial goals are typical examples of what may be expected to impact longer term financial analysis. A quality financial plan will also consider events that may change a strategy such as marriage, children, marriage breakdown, market conditions and legislative changes, or the loss, illness or disability of a loved one. Bank accounts, direct shares and managed investments are typical wealth accumulation vehicles each with their own level of volatility, long term return, and taxation implications. Products such as superannuation and investment bonds each have their own taxation and legislative benefits, but need to be understood outside of any compulsory employer sponsored arrangements.
While building up wealth is one thing, protecting both current wealth and potential wealth through unforeseen events is another. In 2014, the Australian life insurance industry paid over $7 billion in death and disability claims, helping to support many thousands of Australians.                The financial planning process is about providing a ‘value add’ benefit which far outweigh the costs associated with financial advice. While some planners will target high net worth clients only and give an industry impression that financial planning is only for the rich, Wauchope Financial Planning takes a community based attitude recognising the greater majority require financial advice over their lives, and provides assistance if and when provided. To improve financial literacy is through education. Wauchope Financial Planning considers it part of the local community and currently will provide free seminars to schools and workplaces as required. For personal financial advice, please arrange an appointment at our office. While there is no fee for the initial consultation, any fees will be determined and discussed following this consultation and prior to any advice being provided.
 The only way to do great work is to love what you do.   - STEVE JOBS
Hastings Financial Services Pty Ltd, trading as Wauchope Financial Planning ABN 34 541 763 742 Corporate Authorised Representative No.417493 2/80 High Street Wauchope NSW 2446
Aon Hewitt Financial Advice Limited ABN 13 091 225 642 AFSL No.239183 Level 33, 201 Kent Street, Sydney  NSW  2000 Copyright 2015 Wauchope Financial Planning
Wauchope Financial Planning
Wauchope Financial Planning