Financial Planning

Financial planning is more than just simply providing investment advice. It is a comprehensive process which takes account of your existing circumstances, helping to define your goals and priorities, so that appropriate and suitable financial strategies can be put in place to achieve your objectives. Such strategies may encompass superannuation and retirement planning, tax and estate planning, regular savings plans, as well as investment and risk management.

Financial planning is also a continuous process which must take into account changes in your needs, goals and priorities and the changing financial environment to ensure that your financial and investment strategies continue to be relevant.

Our services

Everyone’s financial priorities differ. For some they will be the children’s education and mortgage repayments whilst for others seeking financial independence will be the main priority.
The Saward Dawson Financial Planning team take the time to help you plan your financial future. We look at short term and long term goals.

We believe that, as accountants, we are in an excellent position to assist in determining appropriate financial strategies to meet your objectives and provide ongoing advice and assistance in a complex and ever changing financial world.

To provide a more comprehensive service for clients, Saward Dawson Financial Services offers a quality financial planning and investment service within the context of the existing client relationship.

Akambo Pty Ltd t/a Accountants Private Advice AFSL 322056 General Advice Warning: This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information. Investment Performance: Past performance is not a reliable guide to future returns as future returns may differ from and be more or less volatile than past returns.

Saward Dawson Wealth Advisers Pty Ltd (ABN 74 620 432 790), is a Corporate Authorised Representative of Akambo Pty Ltd t/a Accountants Private Advice (AFSL no. 322056) ABN 16 123 078 900
Level 14, 379 Collins Street, Melbourne, Victoria 3000.

Information provided on this website is general in nature and does not constitute financial advice.
Saward Dawson Wealth Advisers Pty Ltd will endeavour to update the website as needed. However, information can change without notice and Saward Dawson Wealth Advisers Pty Ltd does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time.
Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decisions, we recommend you consult a financial planner or take into account your particular investment objectives, financials situation and individual needs.
Saward Dawson Wealth Advisers Pty Ltd does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website.
Except insofar as any liability under statute cannot be excluded, Akambo Pty Ltd t/a Accountants Private Advice, its employees and Authorised Representatives do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.

Financial Planning Specialists