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

General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

Saward Dawson Wealth Advisers Pty Ltd (as trustee of the Saward Dawson Wealth Advisers Trust – ABN 74 620 432 790), Saward Dawson is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.