Customised Superannuation & Retirement Planning
At Customised Wealth Strategies, everyone is an original, with unique needs. We provide a tailored solution to each client – “no one size fits all”. We believe that through education and communication, we can assist our clients to make informed financial decisions.
Customised Superannuation & Retirement Planning
We specialise in Customised Superannuation and Retirement Planning through strategies that are Realistic, Achievable and Measured.
Superannuation Planning
We review clients current superannuation strategy and provide them with a realistic expectation on what their Superannuation savings will provide in retirement. With regular reviews, we work together to achieve a desired outcome.
Retirement Planning
We assist clients managing their decision when to retire on an income that will meet their lifestyle needs. With regular reviews, we work together to make sure you have peace of mind that you will have enough income for the duration of your retirement.
Strategic Planning
Our strategic advice (known as a Statement of Advice) is presented in an easy-to-understand format. We will go through our strategies to make sure you understand how your money is invested. Education of our clients is key to the success of our strategies.
Everyone is an original
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.
