Subiaco - Inglewood
Our Team
Western Pacific Inglewood comprises a team of qualified Finanial Planners and support staff with many years of experience; assisting clients build, maintain and preserve their wealth.
Our Specialisation
Our “On Track” service is a long term, simple to understand approach that puts you in control by focusing on your personal goals and objectives and working with you to ensure that these will be achieved. “On track” comprises advice in the following areas and clients are free to choose all or a selection of services within their “On Track” service package:
-
Superannuation and Self Managed Super Funds
-
Budgeting and saving guidance
-
Investing for wealth creation
-
Retirement planning
-
Centrelink assistance
-
Savings plans
-
Education funding
-
Salary packaging
-
Personal risk insurance
-
Wills and estate planning
-
Tax and accounting services
-
Home loan and finance reviews
“On track” monitors your progress towards your financial objectives with a regular update of the following:
-
Assets and liabilities so you can see if your progress is matching initial projections.
-
Income and expenditure to determine if you are increasing your available surplus for debt reduction and investing.
-
Investments are reviewed to determine if rebalancing and /or new investment opportunities should be persued from investment distributions and ongoing contributions.
-
A complimentary meeting with our Finance consultant to review your loans to determine if savings can be made.
Contact Details
If you would like to find out how a Western Pacific adviser can assist you please contact by way of the following:
Phone: (08)9381 6622
Fax: (08) 9381 6700
Business Address: Suite 2, Level 1, 165 Seventh Avenue, Inglewood WA 6052
Email:
office@westernpacific.com.au
Become a Fan on Facebook