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Financial Planning you can Trust.

We have no hidden agendas with a Licence 100% owned by Our Team. 

Plan. Monitor. Grow

Forward Thinking

Based on our client's values and needs, we help them design their future. We work together with our clients, providing them with the necessary tools to succeed.

Modern Tools

We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.

Clear Vision & Direction

We specialise in providing wealth advisory, investment services and tax advice for clients seeking financial freedom and security.

 

What We Do

RETIREMENT PLANNING

Superannuation Advice, SMSF Advice, Pension Advice, Transition to Retirement Advice, Defined Benefit scheme Advice, Corporate Super, QROPS & Ex-Pat Services

INVESTMENT ADVICE

Direct Shares, Hybrids, Exchange Traded Funds, Managed Funds, Listed & Non-listed State and Government Bonds, Listed & Non-Listed Corporate Bonds, Investment Bonds, Annuities

BUSINESS SERVICES

Keyman Life Insurance, Business Expense Insurance, Business Cashflow Management, Business Structure Advice

INSURANCE ADVICE

Life, Total & Permanent Disability, Trauma (Crisis), Income Protection, Business Insurance

Ownership Structures in Personal Name, Superannuation, Platform Based and Group Policies

TRUST
SERVICES

Family Discretionary Trust Services, Discretionary Trust Investment Services, Testamentary Trust Investment Services, Tax Planning,  Philanthropic Advice

AGED CARE ADVICE

Accommodation Arrangements Advice, Aged Care Means Testing Advice, Centrelink Advice, Investment Advice

CASHFLOW &
DEBT MANAGEMENT

Budgeting Advice, Disciplined Savings Program, Consolidation of Debt, Accelerated Debt Reduction, Goal Oriented Savings

TAX PLANNING & ASSET PROTECTION

Asset Acquisition & Disposal, Personal & Corporate Tax Advice, Asset Structure Set-Up, Divorce Property Settlement Advice, Investment Dispute Advice

 

How to Reach Us

CONTACT

US

Tel. [07] 5536 9791

enquiries@uwp.com.au

39 Wharf Street,

Tweed Heads NSW 2485

1/4 Bay Street,

Tweed Heads NSW 2485

Gold Coast, QLD 4213

VISIT

US

Monday - Friday 08:00 - 18:00

Saturday 09:00 - 13:00

Sunday Upon Request 

 

TELL

US

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