Saward Dawson Financial Services has been functioning as a separate division of the firm and we have been licensed with Count Financial Ltd for the last 14 years. From 1 July we will move our financial planning activities into a separate legal entity Saward Dawson Wealth Advisers Pty Ltd.
Nothing will change in terms of our existing client relationships and arrangements but this will better accommodate the growing needs of our Financial Planning and Self-Managed Superannuation Fund clients.
Vicki Adams heads up Saward Dawson Wealth Advisers and is an Authorised Representative of Count Financial. The Saward Dawson Wealth Adviser’s service offering includes:
- Full wealth advisory services and Statements of Advice including development of strategies to build and manage wealth and investment selection and placement
- SMSF establishment and strategic advice
- Aged care planning and assistance
- Centrelink advice
- Estate planning
- Life, trauma, total permanent disablement and income protection insurance advice and placement
- Mortgage and lease finance
We look forward to continuing to serve our current financial planning clients but also would love to assist others who see the need to develop great long-term strategies to protect and enhance the financial future of themselves and their families.