Our Services

We know the difference that advice can make.

Getting the right advice is essential.

At Washfold Financial Services, we want to help you put a plan together for the future. You will have a much better chance of reaching your goals no matter what they are.

We can help you identify any hurdles which you may need to overcome, and outline the different paths that you can take to attain your desired outcome.

Flexibility is the key.

To give you flexibility, we really need to understand your situation, your values, your motivations and your aspirations. We spend a lot of time with you to understand and explore what you are wishing to achieve so we can get things right the first time.

We can help you:

  • Build your wealth
  • Protect your wealth
  • Manage your debts
  • Transfer wealth to the next generation
  • Understand your investments and superannuation
  • Maximise your Centrelink entitlements
  • Plan for aged care
  • Give you piece of mind

Once your plan has been formulated, we move onto the next phase which is the implementation and ongoing review and management of your plan. We want to build a long term relationship and our main goal is to put you in control.

Developing a comprehensive Financial Plan is a long term investment in your future.

We can provide a wide range of advice starting from very specific advice all the way through to helping you prepare a comprehensive plan for the future.

All of this starts with you.