We are a full service Financial Planning company that covers:-
•Superannuation Solutions
•Self Managed Super Fund Advice
•Retirement Planning
•Financial Protection
•Investment Advice
•Share Trading
•Portfolio Management
•Estate Planning
Our approach to providing you with advice is simple:-
Quality, appropriate advice that reflects the needs of our clients.
We provide our advice in conjunction with your accountant to ensure they are completely aware of your financial decisions and can also have input to the taxation component of your plan.
You decide how you pay for your advice. This is either done by paying an annual fee for the advice you receive (Fee for Service). This figure is determined between you and your adviser based on the level of advice required. Or you can pay a fee based on your funds under administration. Either way, its your decision.
AKW Financial Services Pty Ltd ACN 117 719 614 is an Authorised Representative of
Meritum Financial Group Pty Ltd ABN 93 106 888 215 AFS Licence 245569
Company Details
- Employees
- 7
- Founded
- -
- Address
- 85 Johnston Street, Wagga Wagga,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Retirement Planning, Self Managed Superannuation, Investment Advice, and Insurance - Life, TPD, Income Protection.
- HQ
- Wagga Wagga
Akw Financial Services Questions
Akw Financial Services's website is http://www.akw.com.au/financial_services
Akw Financial Services's LinkedIn profile is https://au.linkedin.com/company/akw-financial-services
Akw Financial Services has
7 employees.
View email and phone details for 7
employees at Akw Financial Services.
Akw Financial Services's industry is
Financial Services
Akw Financial Services's top competitors are
Bmg Partners,
Akw Chartered Accountants & Wealth Advisers,
Hmh Advisory,
Akw Accountants,
Avant Finance,
Hood Sweeney,
The Planning Room,
Akw Consultants,
Goldsborough Financial Services,
Tailor-Made Financial Services.
Akw Financial Services's categories are Financial Services
Akw Financial Services's founding year is 2006
