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Ward Financial Group is a specialist Self Managed
Superannuation Fund (SMSF) Advisor firm located in
suburban Melbourne. We have established referral
programs with SMSF experts in both the Accounting
and Legal fields, enabling us to offer a
consolidated package of premium service and advice
for all of our clients. We are an authorised
representative of Charter Financial Planning, one of the
leading Dealer groups in Australia. They provide us
with sophisticated technical and business support
and are ultimately responsible for the advice that
we give.
What We Do
We specialise in all aspects of Superannuation,
enabling us to offer our clients the best available
advice in both accumulation and pension phases of
their life, as well as advice on their estate
planning needs.
We have firm business succession planning and it is
our aim to have long term relationships with our
clients, ensuring that we will still be here to
provide you with advice long after you have retired.
At Ward Financial Group our focus is on the highest
quality investment advice, built on over 30 years
experience in quality assured financial analysis,
investment & SMSF advice and client service.
What makes us unique is our personalized and
tailored approach to advice and client service. We
seek to understand a clients needs, aspirations and
goals both personal and financial. Our advice is
strategy focused, and NOT product based.
We do not receive commissions or entry fees from the
products that we use, meaning our clients can be
comfortable in the knowledge that all of our
recommendations were made for their best interest,
and not ours.
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As A Partner
We seek to work with accounting practices who share
our values of tailored strategic planning, research and
analysis supported by quality assured administration and
client service processes.
We have long provided technical knowledge and presented
to other accountants, financial planners, and lawyers on
a broad range of technical matters both within
retirement planning and superannuation.
To find out more please choose from our menu options on the
left.
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