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, Wimmera Financial Solutions (ABN 86601717745) 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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Wimmera Financial Solutions also specialises in Centrelink Benefits, aged care planning, employee superannuation, and estate planning for individuals, businesses and farmers.
We’re big enough to trust, small enough to care
Our Financial Planners are Authorised Representatives of Count Wealth Accountants®, an Australian Financial Services Licensee (No 227232), and a publicly listed Australian company. Count Wealth Accountants is the largest independently owned network of Accountants specialising in wealth advice in Australia and the 3rd largest network overall.
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 the trading names of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232. Principal Member 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. |
