Services
Our services focus on tailored advice and strategies instead of products.
Retirement Planning
It doesn't mean stop working!
Retirement means you do not need to work for money, have the financial resources to live with the lifestyle you like. Who doesn't want to reach that stage earlier? With tailored advice, you can fast track your retirement goals by maximizing the return of your retirement assets per your investment style, in a tax effective manner.
Superannuation Advice
Almost 10% of your salary goes there every year!
We have a body check yearly to ensure our health is on the right check but when was your last time had a health check for your Super Fund? If you think it is not important then think twice as most of us are having almost 10% of our salary going there every year. It is important to at least ensure:
- Fees are reasonable;
- Investment options are tailored to your investment style;
- Insurance in Super are adequately protecting you.
Personal Insurance
What's your plan B for you and your family?
Think about the major changes in the last 10 years in your life. I think you would agree that our lives are full of challenges and uncertainties. While we all need to stay positive and face those challenges, we do hit rock bottom sometimes. Having appropriate personal insurance in place gives you a peace of mind and let you and your family get back on track faster.
Business Insurance
Not only your business, but also your passion
Being a business owner like you, we understand your business is also your passion. Sometimes we are so busy to notice that our business has already grown so much but we still have the basic cover being renewed from day one. Chances are, you will have a shock at claim time. Having a tailored cover in place for your business can give you a peace of mind and focus on your business and your passion.
Private Wealth Management
Fast track your financial goals.
It is a good start to establish your budget and set a saving target. We all save money for a reason, from holidays to your first home, or simply save up for rainy days. With the current historically low interest rate, your savings are hardly catching up with inflation, which means your purchasing power are diminishing. With proper risk management and investment strategies, we can assist you fast track your financial and lifestyle goals.
Estate Planning
Legacy for your next generation
It is more than just having a valid will, beneficiary nomination in your super fund. It is also important to ensure your hard-earned assets will be passed on to your loved ones at the right time, with the right splits, in a tax-effective manner.
General Insurance
We cover your home, motor vehicle and business insurance as well
When we are advising & dealing in General Insurance Products we are acting as:
Pang Kwong Woo t/as Wealth Factor GI (AR 464994) | ABN: 53 423 875 806
Authorised Representatives of Community Broker Network Pty Ltd | ACN 096 916 184 | AFSL 233750
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