• Advisory

    Specialist Financial Planning

Providing High Quality Financial Advice…

WiZDOM Advisory is a specialist financial planning business aiming to provide high quality personal advice to our clients. We understand every client is different with different goals and objectives. Our passion is to help our clients identify their specific goals, to reach their goals and turn thoughts into reality.

Our team can provide you with knowledge, advice and guidance in the areas of:

  • Superannuation
  • Self Managed Super Funds
  • Estate Planning
  • Budgeting and Debt Reduction
  • Cashflow Management
  • Investment Strategy Advice

Financial advice can go a long way to ensuring you secure your financial future for yourself and your children.

Superannuation

Review of your existing superannuation funds, consolidation of funds if appropriate, plan for retirement, tax effectiveness of superannuation in saving for your future, understanding and maximising contributions.

SMSF Set Up

Would you like to take control and manage your superannuation using your own investment strategy? Obtaining advice can help by assessing the suitability of an SMSF for you, assisting with the rollovers and implementation and then provide advice on ongoing investment options.

Ongoing SMSF Advice

SMSF can be complex. Rules and regulations change and with an ongoing service package we can keep you, the Trustee, up to date with the changes. This can help maximise investment options and returns and assist with ensuring your fund remains compliant.

Estate Planning

Protect your assets and in turn the security of your family’s future. Effective estate planning will ensure that your assets pass to the people you would like to receive them during your lifetime and after your death in an asset protected and tax effective manner.

WiZDOM Advisory, Clint Ducat and Jaclyn Rose are Authorised Representatives (No. 434801, 434181, 1271852,)
of WiZDOM Wealth Pty Ltd AFSL No. 485363
WiZDOM Advisory Pty Ltd as trustee for WiZDOM Advisory Trust ABN 43 958 741 037 WiZDOM Advisory is Corporate Authorised Representative No. 434801
of  WiZDOM Wealth Pty Ltd AFSL No. 485363

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