Financial Planning
Personalised attention and strategic guidance to help you achieve your goals.
Experience the Benefits of Professional Financial Planning Services Today
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“At every step of your journey, we are there to listen, understand and provide the right advice”
Our Clients Know Best
Top Rated Service 2024
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INITIATE
- Investment Planning: Build a diversified investment portfolio tailored to your risk profile.
- Retirement Planning: Develop strategies for superannuation growth, Centrelink benefits, and income streams pre- and post-retirement. Includes guidance on transitioning to retirement and accessing superannuation early, as well as Aged Care Planning.
- Wealth Creation and Management: Implement strategies like salary sacrifice and investments inside/outside superannuation to grow wealth. Support includes maximising co-contributions, spouse contributions, and employing negative gearing strategies.
CO-ORDINATE
- Estate Planning – This involves setting out a proper plan, which can distribute your assets to your beneficiaries in a tax–effective way.
MANAGE
- Portfolio Review and Maintenance of Established Portfolios – We assess these portfolios every six months to make sure that the strategies put in place are relevant to your goals.
- Superannuation, including Self–Managed Super Funds – We provide advice on insurance and gearing within super, cash flow projection and financial modelling. This may include shares, managed funds, term deposits and property.
PROTECT
- Insurance Portfolio: Nationwide Financial emphasises the importance of a well-structured insurance portfolio to safeguard wealth creation. They offer tailored business and personal insurance solutions to protect individuals, families, and businesses. Their qualified Financial Planners, licensed through Millennium3, are committed to meeting client needs.
- Aged Care Planning: Nationwide Financial specialises in creating effective financial plans for Aged Care. Through partnerships with expert agencies focused on research and strategy for the Aged Care sector, they provide informed financial plans designed to meet the unique needs of this demographic.
We have a range of financial planning services which may help initiate, coordinate, manage and protect your finances and grow your wealth.
Start with Con Doumbos
Senior Financial Adviser & Head of Financial Planning, Dip FP
We can provide a tailored strategy to help you set and achieve your goals. These goals might be to make relevant investment decisions, ensure your future retirement planning or simply take steps to secure your current financial position.
Start with Diana Bounassif
Senior Financial Adviser & Paraplanner. – B.Com (Fin & ECom), GDip FP
Honest & Experienced
Honesty, trust and ethical business practices are our core business values here at Nationwide Financial.
1000+ Happy Clients
Our goal is to provide you with peace of mind when it comes to your finances, whilst continuing to build your future wealth.
Personalised Services
The size of our firm, combined with the commitment and availability of our senior staff enables us to achieve our objective of competent, professional, and personal service.
Get Started
Start your new financial journey with us
Call Us for Prompt Assistance
(02) 9898 6777
Suite 101. 29-31 Solent Circuit, Norwest, NSW 2153