Foundation Wealth Planners (FWP) are local financial planners and advisers specialising in providing comprehensive and innovative financial planning solutions for our clients. FWP aren’t institutional financial planners with sales targets to meet. We don’t exist to sell you products or push specific funds or investments. This allows us to offer comprehensive, well considered financial solutions for all wealth accumulation, retirement and wealth protection needs.
Foundation Wealth Planners are built on solid foundations with a commitment to providing great customer service, clear and easy to understand communication and peace of mind and a sense of confidence to all people of any age and circumstances in their life now and into the future.
At FWP we don’t take unnecessary risks and we don’t adopt unproven strategies – we focus on what drives investment returns. When investing for clients we focus on these key principles:
- Markets work
- Risk and reward are related
- Diversification reduces Investment Risk
- Asset Allocation determines performance
- Maintaining discipline
Foundation Wealth Planners view insurance as vital because our role is not only applying strategies to create wealth; it’s to equally implement strategies to protect wealth. Our clients are counselled on the insurance risks they can afford to carry and the insurance risks that can lead to financial ruin.
FWP has 29 years of combined financial planning experience. In addition, we regularly interact with a number of good advisers providing a supportive culture that ensures each client benefits from the collective knowledge base.
Foundation Wealth Planners Pty Ltd ABN 84 612 059 622 is an Authorised Representative No. 1242404 and Credit Representative No. 488134 of FYG Planners Pty Ltd ABN 55 094 972 540 AFSL No 224543
Company Details
- Employees
- 1
- Founded
- -
- Address
- Level 1, 139 Macquarie Street, Dubbo,nsw 2830,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Strategic Financial Planning, Superannuation Including SMSF, Investment Reviews, Personal Insurance Including Keyman Insurance, Retirement Planning, Centrelink and Aged Care, Salary Sacrifice, Cash Flow Management, Estate and Succession Planning.
- HQ
- DUBBO, NSW
Foundation Wealth Planners Questions
Foundation Wealth Planners's website is http://www.foundationwplan.com.au
Foundation Wealth Planners's LinkedIn profile is https://au.linkedin.com/company/foundation-wealth-planners
Foundation Wealth Planners has
1 employees.
View email and phone details for 1
employees at Foundation Wealth Planners.
Foundation Wealth Planners's industry is
Financial Services
Foundation Wealth Planners's top competitors are
Larson Wealth Planners,
The Wealth Center At Meaden & Moore,
Madison Wealth Planners,
Wms Wealth Planners,
Coastal Wealth Planners,
Global Wealth Planners,
Elite Wealth Planners (India),
Starboard Wealth Planners,
Our Wealth Planners,
Global Wealth Planners Private Limited.
Foundation Wealth Planners's categories are Financial Services
Foundation Wealth Planners's founding year is 2016
