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Financial Planning is an ongoing process that helps you establish your key financial goals and objectives, and then to achieve them by making optimum use of your financial resources.

What financial goals do you have?

• Upgrading your home or buying an investment property
• Saving for your children's private education or Higher Education Contribution Scheme (HECS)
• Becoming financially independent at a relatively early age
• Making best use of a redundancy payout
• Maximising income in retirement.

How can your Cameron Walshe financial planner help?

The best way to master your financial affairs is to seek expert advice from your Cameron Walshe financial planner. At Cameron Walshe, we work through each stage of the planning process with you, and help you manage the trade-off of satisfying your current needs while ensuring that your long-term financial goals are met. At Cameron Walshe we can assist you in the following areas:

• Wealth accumulation
• Asset allocation
• Investment selection
• Investment administration
• Superannuation
• Investment gearing
• Taxation planning
• Retirement planning
• Redundancy planning
• Centrelink
• Estate planning
• Salary packaging
• Risk insurance
• Aged care
• Self managed superannuation funds

Why should Cameron Walshe be your preferred financial planner?

When you seek financial planning advice, it is important to know that your financial planner has appropriate skills and experience, and that the company they are associated with has the ability to deliver the ongoing services required. At Cameron Walshe, we take pride in our team of financial planning professionals, ensuring they are both highly qualified and skilled to meet your ongoing financial planning needs.

When you visit your Cameron Walshe financial planner, you can take comfort from the following:

1. You will receive a Financial Services Guide
   All Cameron Walshe financial planners are legally required to provide a document that gives you an easy-to-understand explanation of the services provided and what it will cost. You will also receive a copy of the Adviser Profile that outlines the specific qualifications and expertise your Cameron Walshe financial planner brings.

2. Cameron Walshe is Licensed by the Australian Securities and Investments Commission
   To become an authorised financial planner, the planner must meet the knowledge, skills and integrity standards required by the Australian Securities and Investment Commission (ASIC). Furthermore, Cameron Walshe is a Principal Member of the Financial Planning Association of Australia (FPA) and all our financial planners are governed by a stringent code of ethics and must operate within guidelines that protect client rights.

3. The Cameron Walshe solution
   Your Cameron Walshe financial planner is capable of offering you more than just investment advice. Cameron Walshe provides its clients with a total financial solution to ensure all your needs are met. We operate on the basis that our relationship is ongoing and this is achieved by having ongoing reviews with you.