What we do

WFN can help you discover the secret to a financially secure future by offering you:

We believe Financial Planning is a journey and no matter what your situation our aim is to help you move forward from where you are today. To help those who are unsure of how to take their first step, we have designed specialised package deals to help you on your way, details can be found here.

Money Management

Successful money management begins with knowing and understanding yourself. We’re here to help you get a handle on both the practicalities of your financial position and goals and just as importantly, how you deal with money – the emotions that drive your decisions.

Investment Planning

It’s not a case of one size fits all when it comes to investing – there are many things that you need to consider, both fact and data as well as how confident you are with different types of investment types. Getting the right mix in place is very much about getting into the detail of what work best for you and what you want to achieve.

Superannuation and Retirement Planning

Retirement can be a daunting thought for many women. At WFN we help you understand what you need, the right strategies for you and how to get you into the best possible retirement position.

Insurance

Whether going solo, one of a pair or part of a family, ensuring you protect your assets is an important part of any financial plan. Whatever your situation, we can design an insurance solution to suit your needs and budget.

Family Law

Separation is a difficult process and one that evokes many emotions and fears and dealing with the financial aspects can be challenging and confusing.