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Strategic Financial Planning

DESIGN

“A strategy is a long term plan of action designed to achieve a particular goal, most often winning”.

Clients ask for Whytes Wealth Creation Specialists because they require professional advice outside their general scope of knowledge. The finance industry encompasses a great deal of complex legislation regarding taxation, superannuation and insurance. Our team of qualified professionals draws on a combination of experience, industry experts and technology to use this legislation to our client’s advantage.

Financial Planning centers on information and choice. At Whytes Wealth Creation Specialists, we equip clients with relevant information to make informed decisions and position themselves to improve their overall financial situation.

Whytes Wealth Creation Specialists recognise financial planning strategies differ depending on our client’s stage of life. We use a structured process to create a tailored advice document (Statement of Advice) with the following elements:

Advice Process

Whytes Wealth Creation Specialists pride ourselves on the high level support our clients receive throughout the advice process. From understanding the methodology behind our strategies to assistance with document completion and liaising with industry professionals, our dedicated team ensures clients are well informed from the initial meeting.

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