At Customised Wealth Strategies, each client enjoys the benefits of personalised service and a custom-built approach to wealth creation that reflects their specific needs. This is just one of the benefits of engaging our small but skilled team.
We strive to be the best financial planning practice, not the biggest. Our pathway to achieving that goal is to dedicate both time and experience to developing a deep understanding of your needs, wants and aspirations. We build lifelong relationships with our clients and their families because we empower our clients to make the right financial decisions.
Customised Wealth Strategies works best with those who want to be in control of their financial destiny, but realise the benefits of outsourcing their financial affairs to highly qualified professionals.
The principal, Jason Woolford has been providing financial advice to his clients since 2001.
You've built your career to a point where you are really starting to make some headway. Life is getting busy though - a new relationship, starting a family and raising the kids - not to mention committing to and paying off that mortgage.
A good financial plan, designed to build and preserve capital, is of little value if it does not provide financial protection in the event that your income ceases.
Talk about change - you've seen it all, and what you haven't seen isn't worth seeing. You've raised the kids, helped them move out of home (and back in again at least twice) and worked hard to get them married and settled.
It is essential that your financial strategy is reviewed and refined regularly to ensure you stay on track and that your goals are achieved. Your plan should be adjusted to take into account changes.
Customised Wealth Strategies Pty Ltd ABN 74 147 806 095 Corporate Authorised Representative Financial Services Partners Pty Ltd *Jason Woolford Authorised Representative Financial Services Partners Pty Ltd
The information (including taxation) in this website is general advice only and does not constitute personal advice. It has been prepared without taking into account any of your individual objectives, financial solutions or needs. Before acting on this advice you should consider the appropriateness of this advice, having regard for your own objectives, financial situation and needs. you should seek personal financial advice from a qualified financial adviser before acting on the advice.