Holistic Financial Advice
We believe that a comprehensive financial plan is the foundation of a successful financial future. It’s likely you have multiple financial goals, such as buying your first home, paying off debt, and saving for retirement. Our team can help you develop a comprehensive plan that takes into account your unique situation and goals, helping you achieve financial security and peace of mind.
Superannuation
Superannuation is one of the most important investments you’ll make in your lifetime. We understand that navigating the world of super can be daunting, especially as a busy professional. That’s why we offer expert advice on all aspects of super, from choosing the right fund to making additional contributions. We can help you build a solid strategy to achieve your retirement goals, so you can focus on living your best life.
Investing
Investing can be overwhelming, but it’s an essential part of building wealth over time. As a busy professional, you may have limited investment experience and be unsure where to start. Our team can provide advice on a wide range of investments, including managed funds and direct equities, and help you build a well-diversified portfolio that aligns with your goals.
Personal Insurance
Australians often overlook the importance of personal insurance, which can leave them vulnerable to financial risk in the event of unexpected illness, injury or death. We offer expert advice on a range of personal insurance products, including life, total and permanent disability, income protection, and trauma insurance. Our team can help you understand your insurance needs and recommend a policy that provides comprehensive coverage at a price you can afford.
Estate Planning
Ensuring your investments are correctly set up for your estate planning wishes is extremely important. Our advice does not replace that of a legal expert such as a solicitor, it is focused on our core areas of expertise including estate planning implications of your superannuation, investments and personal insurances.
Financial Education
We are passionate about improving the financial literacy of our community, which is why we offer financial literacy classes at no cost to eligible workplaces, clubs, and associations. Our classes cover core aspects of personal finance in Australia, including budgeting, home loans, superannuation, investments, and personal insurance. By improving your financial literacy, you can take control of your finances and achieve your financial goals.
Barwon Wealth Management provides Financial Advice
Financial Advice
Barwon Wealth Management (46 666 998 652) provides Financial Advice as a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd (AFSL: 229892, ABN 23 065 921 735)