Watzdorf Financial Planning

We work together
to reach and exceed
your financial goals

Trusted Advisers

★

Trusted Advice
and Quality Service

Watzdorf Financial Planning

Working together to reach and exceed your financial goals, providing confidence for your future.

Trusted Advice

Building the life you want takes planning and commitment.

Sound advice from a qualified financial planner can contribute to a secure, well understood and prosperous future.

Watzdorf Financial Planning offers knowledge and skills to help you understand your options, create wealth and take control of your financial future. A financial plan designed specifically for you will assist you on your wealth creation journey; from a regular savings plan to debt reduction strategies, placing investments, protecting your wealth, transition to retirement, retirement and estate planning.

Quality Service

We specialise in holistic financial planning. This process involves detailed consideration of your circumstances, needs and goals and then provides you with a choice of products that suit your situation and will optimise wealth creation.

“There are hundreds of ‘financial advisers’ out there. All profess to understand finance, and have a bunch of products to sell. We chose Werner and his company because of one subtle (albeit BIG) difference… he listened carefully to OUR needs. It was about us, not him or his business, and that made the difference.”

The principals of Watzdorf Financial Planning are authorised representatives of Watzdorf Nominees Pty. Ltd. Watzdorf Financial Planning offers peace of mind for the important financial decisions you face ahead of you.

Roadmap to Financial Freedom

Our website provides links to calculators to assist you in evaluating topics and issues relevant in your financial plan.

They include: compound interest calculators for regular savings plan, savings simulator, budget planner, mortgage offset calculator, secondary schooling costs calculator, tax rates calculators, family assistance rate estimator and a superannuation calculator. These calculators are intended as tools only and do not constitute advice.

Watzdorf Financial Planning works for you.

We offer a range of services to meet your needs including:

Investment Planning

Researching and recommending the right investments matched to your needs.

Regular Savings Plan

The foundation for your personal financial plan.

Superannuation

Providing strategies for investing into super including salary sacrifice.

Cash Management & Budgeting

Strategies to get more from your savings plan, or better manage your borrowings.

Planning for Business Owners

Succession planning and retirement planning tailored to the particular needs of small business owners.

Insurance

Reviewing your personal insurance arrangements, recommending the policies best suited to you, protecting you and your family.

Estate Planning

Structuring your investments to ensure the wealth you created will go to those you care about, providing peace of mind and security for your family.

Transition to Retirement Planning

Giving you the ability to choose the most tax effective retirement strategy, allowing you to maintain your desired lifestyle whilst increasing retirement funds.

Aged Care Advice

We help guide your family through the financial decisions that need to be made for the transition into aged care.

Please note this information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.

WA & MK Watzdorf Pty. Ltd. is a Corporate Authorised Representative of:

Watzdorf Nominees Pty. Ltd.
35 Dequetteville Terrace, Kent Town SA 5067
ACN 131 322 846
Australian Financial Services License (AFSL) 505613