Wealth Creation, Financial Planning & Superannuation Advice
The key to your financial security is planning and commitment.
Apart from finance facilities such as home loans, lines of credit or our saving and investing products we can introduce you to Financial Technology Securities Pty Ltd.
They offer integrated wealth creation,
financial planning
and superannuation advice - plus they can assist with income protection insurance.
| Debt Management |
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- early mortgage repayment
- responsible borrowing
- borrowing to invest
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| Estate Planning |
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- protecting your loved ones
- wills and power of attorney
- life, disability, trauma and income protection insurance
- asset ownership
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| Budget and Cash Flow Management |
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- help you to spend less than you earn
- help you make your money work for you
- maintain your lifestyle
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| Redundancies and Rollovers |
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- consolidating old super funds
- maximising redundancy payments
- selection of investment options
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| Pre/Post Retirement Planning |
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- transition to retirement
- plan for future retirement needs
- monitoring your progress to retirement
- monitoring your needs in retirement
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| Taxation Planning |
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- tax effective investing strategies
- tax return preparation
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| Super and Salary Packaging |
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- is your super enough?
- getting the most from work super
- salary sacrificing
- setting up group super for your employees
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Investment Advice and Planning
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- diversifying your investments
- boosting investment lump sums
- ongoing monitoring of your investment needs
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Financial Technology Securities can also help business owners and managers
with wealth creation, financial planning & superannuation strategies
for business.
Wide Bay Australia Ltd and its wholly owned subsidiaries do not guarantee the repayment of capital or the performance of wealth creation, financial planning and superannuation products recommended by Financial Technology Securities Pty Ltd ABN 48 097 317 069, Australian Financial Services Licence No. 300219 (FTS) or the appropriateness of credit services arranged by FTS Finance Brokers Pty Ltd ABN 47 143 243 163, Australian Credit Licence No. 387407 (FTSFB). Unless specifically stated in relevant disclosure statements these products are not deposits or other liabilities of Wide Bay Australia Ltd. In providing the above information, Wide Bay Australia has not taken into account your individual objectives, financial situation or needs. You should consider the appropriateness of this general advice in the light of your own objectives, financial situation or needs, before acting, as this advice may not be relevant to your circumstances. Prior to receiving any personal advice from FTS– you will need to complete a Data Collection form. You should also read the FTS Financial Services Guide or FTSFB Credit Guide.
