Financial Planning
Whatever you want in the future – a secure retirement, holiday, car, home, business - only good planning will get you there.
As the financial planning arm to Capitis Accounting Solutions, Wes Investments Pty Ltd & Bush ranger Nominees Pty Ltd trading as Wimmera Financial Solutions (ABN 86 601 717 745) gives you access to a total financial solution for your lifestyle and financial goals – for today, tomorrow, and your future.
Meet our team
Over the last fifteen years, Wimmera Financial Solutions has helped local families achieve financial security. Our team has a working knowledge of the local issues affecting your finances.
Our friendly country service together with our extensive experience, means that we are better positioned to help you achieve your financial dreams.
Investment – a ‘sure’ thing?
When deciding to invest, some people look at a ‘sure bet’ or the current market ‘winner’ to determine where to invest.
However, it’s just not possible to know from one year to the next what the top performing asset class will be. Although the current ‘winner’ in the market receives a lot of attention, picking the same investment doesn’t guarantee successful returns the next year, or following years. What’s important is considering the long term, and looking past this week’s or this month’s result.
At Wimmera Financial Solutions is there no such thing as a ‘one size fits all’ approach. Our advice on your investments and savings plans is based on your personal situation and the underlying quality of the investment. Every one has their own needs and goals.
We’re on your side
Finding a qualified Financial Planner you trust can be difficult. At Wimmera Financial Solutions, we listen to you. Our team of experienced advisers will recommend a financial plan in line with your current needs and future financial goals.
We offer services that you need:
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* Lending services are provided by Finconnect (Australia) Pty Ltd ABN 45 122 896 477 Australian Credit Licence No. 385888, is a wholly owned subsidiary of Count Financial Limited ABN 19 001 974 625 (“Count”) . Count is a wholly owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.
Wimmera Financial Solutions also specialises in Centrelink Benefits, aged care planning, employee superannuation, and estate planning for individuals, businesses and farmers.
Contact us today for a FREE introductory discussion
Wimmera Financial Solutions has three offices situated in Horsham, Dimboola and Warracknabeal.
To organise your FREE introductory discussion at one of these offices, contact Meryn Barnett on (03) 5381 1655 today. This discussion gives you the opportunity to decide whether the services we offer are right for your needs. This appointment is obligation-free so book today to find out more.
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Wimmera Financial Solutions is an Authorised Representative of Count. 'Count' and Count Wealth Accountants® are trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 ("Count") a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.
*This discussion is an introduction to our services. It will cover general information about our services. This discussion does not include a Statement of Advice. General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product. Count's Privacy Statement |
