|Name||Andrew Powell, CFP®|
|Company||Vicwide Financial Services Pty Ltd|
|Address||12 Wyndham Street
Shepparton, VIC 3630
I have been a Certified Financial Planner since 1994 and believe in the value of providing strategic planning advice by helping to identifying gaps in my clients current plans.
We then provide them with options, help them to understand how those options can achieve their desired outcomes and to provide guidance on the most appropriate course of action to take.
By assisting our clients to clearly articulate and quantify their financial goals, we can formulate strategies which, if followed, would have a great likelihood of achieving our client's financial goals.
Our motto is "Keeping your finances on target"
Areas of advice:
• Personal superannuation
• Employer superannuation
• Investments and savings plans
• Investment portfolio construction
• Strategic asset allocation
• Budget and cash flow planning
• Gearing and margin lending
• Retirement planning
• Debt management
• Centrelink benefits
• Salary packaging
• Insurance (life, TPD, Trauma, IP)
• Deposit and payment products
Specialist areas of advice inclue:
• Self managed superannuation funds
• Borrowing within SMSF
• Business Insurance
• Estate Planning