Wealth Advisory

Financial Planning for your future

Achieve Your Financial Goals

We can assist you setting financial goals and developing a strategic plan to achieve them.

Financial
Planning

We can assist with maintaining your investment plans and setting-up new investments.

Investments and Managed Funds

There is a difference between different types of investments. With the right information we can help you work out what is possible and what is right for you.

Retirement Planning & Aged Care

Are you thinking about your next move? Are your parents relying on you?

We provide assistance for Superannuation and Retirement income, including Transition to Retirement.

Superannuation & Self-Managed Superannuation Funds

We can advise on your investments held within your SMSF and help you manage your portfolio.

Wealth Protection and Estate Planning

Protecting your assets is just as important as creating them. Have you thought about Life Insurance?  Have you got a Will in place?

Wealth Advice for Wealth Solutions and Wealth Creation

Saward Dawson Wealth Advisors has been providing financial expertise for almost 20 years. We understand that developing a financial plan and monitoring it as circumstances change is the best way to ensure your financial future.

Whatever your stage in life, we are committed to assisting you develop and maintain your wealth portfolio.

Do you need assistance with your Financial Planning requirements?

We are specialists in Financial Planning services. See how we can work together to achieve your financial goals.

Meet our Team

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.