Your home mortgage is only a small part of your financial position and we believe that a tailored financial plan is an essential part of your wealth protection and growth. Serious consideration should be given to how you would make your loan payments if you found yourself unemployed or unable to work due to illness? Are your assets safe and will your family be provided for? It’s never to early or late to be thinking about your future.
Loan WA draws upon the the vast experience of suitable industry contacts who can provide sound financial advice in relation to comprehensive risk management and wealth planning. Whether you are creating an initial road map to plan your future financial journey, or require something specific to meet a present demand, they will have a solution to successfully pave your way forward.
This includes complex areas such as Self Managed Super Funds, estate planning, testamentary trusts and advice for other investment categories that will assist you up and into retirement.
Please remember the greatest investments you have in life are you and your family. They, like you, deserve to be protected against life’s challenges. Contact us and we will be happy to help guide you in the right direction.