Financial Planning Services
Financial planning isn’t just about counting down to retirement. Pascoe Partners Wealth assists our clients to achieve a more prosperous future by providing sensible financial advice that is tailored to their personal circumstances and needs.
Western Advisory Pty Ltd trading as Pascoe Partners Wealth, AFSL 403566, provides financial advice based purely on the best interest and requirements of clients. Our team can precisely discover what you require and what you expect, before suggesting the best options available to you.
Pascoe Partners Wealth has helped many Western Australian families and businesses to build their wealth.
The financial planning services they offer include:
- Self-Managed Super Services
- Retirement Planning
- Investment Advice
- Risk Management
David Williams
ASIC Representative Number 001001285
David is an accomplished financial adviser with experience gained over 20 years in financial services. He has worked in a variety of roles and companies including Zurich Investment Management, Altium Capital Corporate Finance and Securities, and Bankwest Financial Advice. He is devoted to getting the best results for his clients, by taking the time to understand what they want and also need. His qualifications include a Postgraduate Diploma in Personal Financial Planning, is RG146 qualified.
For professional Financial Planning advice, simply call your adviser David Williams (08) 9322 3400 or fill in our contact form.
Self Managed Superannuation
Self Managed Superannuation Funds (SMSF) offer tax-effective retirement planning and wealth accumulation options for our clients.
While many firms create and administer self managed superannuation funds, we are accredited to offer in-house SMSF advice, including advice on how to best manage your super fund effectively. We can also open the door to a wide variety of fund products suited to your needs.
Our expert SMSF Accountants can help you to:
- Understand what you can and can’t do according to Superannuation Industry Supervision rules.
- Establish and manage income streams.
- Minimise tax on investment income and capital gains.
- Maximise tax-exempt superannuation interests through the use of multiple pensions.
- Manage life events like divorce and death with care and understanding.
- Maximise asset protection through the use of fund structures.
- Tax-effective planning for retirement and death benefits.
To speak to one of our Superannuation specialists about setting up a new self managed super fund, or managing an existing one, simply call us on (08) 9322 3400 or fill in our contact form.
Finance Broking Services
Obtaining finance for your home, investments or your business, has become increasing more complex. As a result, making sure you’re saving money and not paying too much interest can feel like a full-time job. Pascoe Partners Finance assists our clients to navigate the maze of options available and simplify the application process. Our finance broking services make it easier for our clients to find the right solution to their needs, and confidence that their interests are being considered, rather than the banks.
Know how the Budget will affect your investment property
The Pascoe Partners Finance team has a wealth of experience. Not only can we help you with your home loan, our experts also have extensive knowledge of many different types of business and commercial finance products and structures. Our team knows business and knows how to speak “Bank,” and therefore can create tailor made solutions for your business and investment needs.
Pascoe Partners Finance specialises in helping businesses overcome one of the biggest hurdles they face when it’s trying to grow; accessing the capital needed to make it happen.
Finance broking services we offer include:
- Home Loans
- Investment Loans
- Commercial Loans
- Business Loans
- Vehicle Finance
- Equipment Finance
- Cash Flow Finance
- Development Finance
- Finance broking services
Casey Stein
Casey is an award winning finance broker with over 18 years of experience in financial services. He has worked in a variety of roles and companies including GE Capital, ANZ Business Bank and has run his own finance broking business. His extensive range of experience in multiple finance disciplines allows him to deliver unique solutions to some very complex transactions.
For professional Financial Broking solutions, simply call your adviser Casey Stein (08) 9322 3400 or fill in our contact form.
Western Advisory Pty Ltd trading as Pascoe Partners Finance, Credit Representative Number 486552 is authorised under Australian Credit Licence 389328.