Copyright 2015 Wauchope Financial Planning
Not owned by a bank or insurance company. Advice provided is not influenced by the use of in-house investment and insurance products. Self employed. Without being influenced by the needs of shareholders and the setting of sales targets and KPI’s, advice is provided in the best interests of clients. CERTIFIED FINANCIAL PLANNER ™ qualified. This is the highest qualification available to a financial planning professional. Not only must higher educational and ongoing professional development be required to maintain that designation, as a member of the Financial Planning Association of Australia a strict Code of Ethics must be adhered to.
owned and  locally

ABOUT

What’s so different with Wauchope Financial Planning ?

BLOG

IN THE NEWS

SERVICES

CORE SERVICES Managed Investments Superannuation - retail, corporate, industry, SMSF, Retirement Savings Accounts Personal risk insurance - life, total and permanent disability, income protection, trauma Business risk insurance - keyperson, buy/sell, business expenses Retirement Planning Aged Care Estate Planning Centrelink Securities (non-advice, transaction only) Commercial insurance
Over 36 years life experience in understanding the needs of families and the communities in which they live. Professionally this includes 13 years in corporate superannuation and 14 years as a financial planner (11 years as a Certified Financial Planner), plus  a further 8 years outside the industry as a local small business owner. Strong sense of community with a personal belief of the need to give back to the community for no financial gain.  20 years living in the 2446 postcode. Community involvement has included being on local sporting committees for over 12 years and raising over $200,000 for sporting equipment and infrastructure, event organisation, a committee member of the Wauchope Centenerary of Rail, and a member of the Wauchope Chamber of Commerce.
 Wauchope’s only true local financial planning practice not serviced from outside our community - Source: http://fpa.com.au/find-a-planner/

TRADIES INSURANCE

19/03/2017 Tradespeople are 3 times more likely to suffer work- related injuries1 than any other occupation. That’s why you need cover that takes into consideration the work you do and the unique risks you take. Workers compensation helps part of the way, but you could be waiting a long time and it only covers some of your medical bills. What if something happens outside work or you become seriously ill? When your income stops, you don’t want to worry about your loan repayments, bills and everyday expenses. 1 “Key Work Health and Safety Statistics Australia, 2010”    Safework Australia

RETAIL SUPER FUND OF THE

YEAR (AGAIN !)

21/08/2015 Congratulations to the Aon Master Trust for once again winning the Australian Financial Review ‘Smart Investor’ ‘Retail Super Fund of the Year’ award.

$7 BILLION PAID IN LIFE

INSURANCE CLAIMS IN 2014

15/09/2015 Based on the Canstar Ratings Report, over $7 billion dollars was paid by Australian life insurers in claims made during 2014. That’s over $19 million dollars every day !
operated
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
                 NON-CORE SERVICES

ALLIANCE PARTNERS

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Not owned by a bank or insurance company. Advice provided is not influenced by the use of in-house investment and insurance products. Self employed. Without being influenced by the needs of shareholders and the setting of sales targets and KPI’s, advice is provided in the best interests of clients. CERTIFIED FINANCIAL PLANNER ™ qualified. This is the highest qualification available to a financial planning professional. Not only must higher educational and ongoing professional development be required to maintain that designation, as a member of the Financial Planning Association of Australia a strict Code of Ethics must be adhered to.
owned and  locally

ABOUT

What’s so different with Wauchope Financial Planning ?

BLOG

IN THE NEWS

SERVICES

CORE SERVICES Managed Investments Superannuation - retail, corporate, industry, SMSF, Retirement Savings Accounts Personal risk insurance - life, total and permanent disability, income protection, trauma Business risk insurance - keyperson, buy/sell, business expenses Retirement Planning Aged Care Estate Planning Centrelink Securities (non-advice, transaction only) Commercial insurance
Over 36 years life experience in understanding the needs of families and the communities in which they live. Professionally this includes 13 years in corporate superannuation and 14 years as a financial planner (11 years as a Certified Financial Planner), plus  a further 8 years outside the industry as a local small business owner. Strong sense of community with a personal belief of the need to give back to the community for no financial gain.  20 years living in the 2446 postcode. Community involvement has included being on local sporting committees for over 12 years and raising over $200,000 for sporting equipment and infrastructure, event organisation, a committee member of the Wauchope Centenerary of Rail, and a member of the Wauchope Chamber of Commerce.

RETAIL SUPER FUND OF THE

YEAR (AGAIN !)

21/08/2015 Congratulations to the Aon Master Trust for once again winning the Australian Financial Review ‘Smart Investor’ ‘Retail Super Fund of the Year’ award.

$7 BILLION PAID IN LIFE

INSURANCE CLAIMS IN 2014

15/09/2015 Based on the Canstar Ratings Report, over $7 billion dollars was paid by Australian life insurers in claims made during 2014. That’s over $19 million dollars every day !
operated
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
                 NON-CORE SERVICES

ALLIANCE PARTNERS

2 / 80 High Street, Wauchope, NSW, 2446 Phone: 02 6586 0686
 Wauchope’s only true local financial planning practice not serviced from outside our community - Source: http://fpa.com.au/find-a-planner/

TRADIES INSURANCE

19/03/2017 Tradespeople are 3 times more likely to suffer work-related injuries 1  than any other occupation. That’s why you need cover that takes into consideration the work you do and the unique risks you take. Workers compensation helps part of the way, but you could be waiting a long time and it only covers some of your medical bills. What if something happens outside work or you become seriously ill? When your income stops, you don’t want to worry about your loan repayments, bills and everyday expenses.  1 “Key Work Health and Safety Statistics Australia, 2010”      Safework Australia
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Wauchope Financial Planning
Wauchope Financial Planning