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Retirement Planning
Ward Financial Group specialise in all aspects of
superannuation and retirement planning. Our most
common services include:
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Transition to Retirement
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Making use of Salary Sacrifice & Contribution Caps
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Transferring Assets into Super
•
Structuring Pensions
•
Aged Care and Centrelink Eligibility
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Income & Asset Projections
Portfolio Management
Ward Financial Group has custom-built its own
portfolio offering, that is |
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not dependent on any Wrap or Masterfund provider. This allows an unprecedented
level of flexibility when it comes to incorporating
a wide range of investments, whether they be:
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Shares
•
Managed Funds
•
Property
•
Term Deposits
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Other
And this offering can be tailored to suit any level
of involvement from the client, from those who wish
to do their own share trading, to those who wish to
handover all responsibility for the management of
the portfolio.
Wealth Creation
Ward Financial Group also offer services in the
following areas:
• Investment Strategies
• Gearing (both personally and within
Superannuation)
• Debt Reduction Plans
Insurance
In life it is important to consider what happens
when things go wrong. Our service also includes in
the following areas:
• Key Man Insurance
• Life Insurance
• Total Permanent and Disability Insurance (TPD)
• Income Protection
• Trauma Insurance
Estate Planning
The final stage of a financial strategy is to
properly manage what happens with your assets when
you pass away. It is amazing the difference a little
bit of planning can make to the outcome. Ward
Financial Group offers the following services:
• Structuring your Estate Plan
• Recommendations on how best to distribute benefits
to your beneficiaries
• Testamentary Trusts
• Binding Death Nominations.
Mortgages/Financing
Ward Financial Group can handle all of your mortgage
or financing needs, including:
• home loans
• investment loans
• equity loans or
• refinancing
Our specialists have over 20 years in the industry
and will ensure you get the best deal. |
