Financial Advisory

Financial advice is a journey, not a product.

At SWU Financial Planning, we provide a holistic approach to financial advice covering all areas including investment, superannuation advice, retirement planning, cash flow planning as well as insurance. These services link back to our accounting, credit advisory and estate planning services to help you and your family achieve your financial success.

We have a very experienced team of Certified Financial Planners®, Certified Practicing Accountants (CPA) with financial planning and Self-Manages Super Fund (SMSF) Specialisation. These highly qualified professionals are here to cater for your every need with regards to what you want to achieve in your financial life and then helping you build a roadmap in order to achieve these goals. The roadmap then utilizes different tools, strategies, products and professional services to assist in your journey and what we want you to answer are these two key questions:

How can we help you make your life easier?

How can we help you enjoy life more?