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 Financial planning is more than just simply providing investment advice.
It is a comprehensive process which takes account of your existing
circumstances, helping to define your goals and priorities, so that
appropriate and suitable financial strategies can be put in place to achieve
your objectives. Such strategies may encompass superannuation and retirement
planning, tax and estate planning, regular savings plans, as well as
investment and risk management.
Financial planning is also a continuous process which must take into
account changes in your needs, goals and priorities and the changing
financial environment to ensure that your financial and investment
strategies continue to be relevant.
Our services
Everyone's financial priorities differ. For some they will be the children's education and mortgage repayments whilst for others seeking
financial independence will be the main priority.
The Saward Dawson Financial Planning team take the time to help you plan
your financial future. We look at short term and long term goals.
We believe that, as accountants, we are in an excellent position to
assist in determining appropriate financial strategies to meet your
objectives and provide ongoing advice and assistance in a complex and ever
changing financial world.
To provide a more comprehensive service for clients, Saward Dawson
Financial Services offers a quality financial planning and investment
service within the context of the existing client relationship.
Why Saward Dawson
Saward Dawson is associated with Count Wealth Accountants® (Australian
Financial Services Licence Holder Number 227232). Count Wealth Accountants
focus exclusively on providing accounting firms, like ours, with the
research and technical support required to provide the very best in
financial planning advice.
Count Wealth Accountants is Australia’s largest independent network of
accounting based financial advisers, with over 500 accounting firms
associated with the group throughout Australia.
Our advisers are available to consult with clients and help them
identify, develop and implement appropriate financial strategies to meet
their particular needs and circumstances.
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