Our goal is to provide you with strategic financial advice, to help you achieve the lifestyle you want.
In developing a financial plan to meet your needs and goals, it is important that all of the building blocks are considered. We will work with you, and any appropriate external specialists, to develop a comprehensive strategy tailored to assist you in achieving your objectives.




 

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Understanding Series
  Adviser
To interpret complex issues and provide you with simple and practical solutions.		 Coach
To keep you on track to
achieving your lifestyle goals using a disciplined approach.		 Educator
To teach sound principles of financial management and explain how potential strategies affect you.		 Project Manager
To organise your finances and walk you through the entire process.

 


Step 1 – Identifying your Goals
We start by collecting detailed information about your current situation, and then we talk to you about what you want to achieve and when. Some goals are universal – everyone wants “A comfortable retirement”, but everyone's idea of comfort is different! With our experience, we can assist you to set realistic and meaningful targets to aim for.

Step 2 – Developing a Plan
By combining our technical knowledge with powerful financial modelling software we can analyse and compare alternative scenarios. During this stage we often work closely with external specialists, such as Accountants, Lawyers and debt specialists – we are happy to liaise with your existing contacts, or we have a network of experts we can refer you to. Our final recommendations will be presented to you in the form of a Statement of Advice.

Step 3 – Implementing our Recommendations
The Statement of Advice includes a detailed step by step course of action. Once you have agreed to proceed, we make sure all the required actions are completed quickly and in the right order.

Step 4 – Ongoing Review
For most people the financial plan is just the first step. To ensure your plan stays up to date and relevant to your changing needs, we conduct a regular review and track your progress toward your long term goals.

Wallis-Smith Financial Services Pty Ltd ACN 112 623 613, is an Authorised Representative of GWM Adviser Services Limited,
ACN 002 071 749, an Australian Financial Services Licensee with its registered office at 105 -253 Miller Street North Sydney NSW 2060. Legal and advice warning. Website by JOiE Creative