AWTS provides a range of financial planning services including: superannuation consolidation, insurances, risk management and insurance planning, investment and planning issues, tax planning, estate planning, cashflow and liability management, and much more.
Superannuation
Our super consolidation service offers you a cost effective way of combining all your super into one account, which can earn you more in the long run.We can also help you get the best deals on associated life insurance deals so that you and your family can relax, knowing that you are insured against unforeseen accidents or tragic events.
Insurance
AWTS can provide you a quote with Life, Total Permanent Disability, Income Protection or Salary Continuance, Trauma Insurance, Business Insurance, Key Person Insurance, and Audit Insurance. Our services is 100% independent and costs you nothing.
Risk Management and Insurance Planning
We can help you manage cashflow risks through sound risk management and insurance techniques.
Investment and Planning Issues
AWTS can help with planning, creating and managing capital accumulation to generate future capital and cash flows for reinvestment and spending.
Retirement Planning
We offer help planning to ensure financial independence at retirement including 401Ks, IRAs and more.
Tax Planning
AWTS offers planning for the reduction of tax liabilities and the freeing-up of cashflow for other purposes.
Estate Planning
We can help you avoid the complex issues that can arise from not planning your estate properly. When your assets pass to your loved ones, taxation consequences may be severe, so it’s important to to plan ahead and ensure that your loved ones are not burdened with your tax obligations. Ultimately AWTS can help ensure you leave them with more than less. We have tailored solutions for all your tax estate planning.
Cash Flow and Liability Management
We can help you maintain and enhance personal cashflow through debt and lifestyle management.
Education planning for kids and the family members
Save today for your kids’ education in future years. Do you have a plan? We can help!
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Australia Wide Financial Services is a Corporate Authorised representative of
Lionsgate Financial Group Pty Ltd AFSL 342766
For more information on any of our services, please contact us.