Financial Planning

Financial planning is about working with you to understand your current position, what your short, medium and long terms goals and objectives are, and what strategies are available to help you achieve your goals and objectives.

Good financial advice is helps you make the most of what you have while helping you create a comfortable future for you and your family.

The financial planning team at Pigot Miller Wilson can help you make the right financial decisions to give you the best opportunity to achieve your financial goals.

A financial plan is the best way to make sure your finances meet your immediate and future needs.

A financial plan outlines your goals and how you will financially achieve them. It can include:

• An analysis of your financial situation covering your income, debts/loans, spending habits and level of current savings.
• Review your wealth protection needs and ensure you are adequately covered.
• Tax-effective wealth creation strategies using investment vehicles, tailored to your individual financial needs.
• Retirement planning to maximise your superannuation and to ensure you save enough for a comfortable retirement.

You don’t need to wait until tax time to do a financial plan. Contact us and start your financial plan now!

Financial advice

Pigot Miller Wilson offers advice on a wide range of financial needs. This includes:

Individuals

• Investment advice – new investments, investment reviews.
• Wealth creation – investing, platforms, managed funds, share transactions.
• Wealth protection – life, TPD, trauma and income protection insurance.
• Retirement planning – superannuation, income streams in retirement, Centrelink entitlements.
• Superannuation – how to contribute more, superannuation advice, DIY Superannuation, accessing your superannuation.
• Debt management – home and investment loans, business loans, loan refinancing, and equipment finance for businesses.
• Business Services - Succession planning, Key Person Insurance, Business Expense Insurance, Business loans, Equipment Financing, Corporate Superannuation

Compliance Information

Financial planning is provided by Wealthplan Australia ABN 53 917 561 033, ASIC Authorised Representative Number 341335, authorised by Count Financial Limited AFSL 227232.

Ray Miller B Comm, CA, SA Fin, GDipFinPlanning (Finsia) - ASIC Authorised Representative 231965
Glenn Wilson - AFPA, B Bus, SA Fin, JP, GDipFinPlanning (Finsia) - ASIC Authorised Representative 290803