Whether you’re young and single, a happy couple with a family, a successful small business owner or a valued employee, the experienced team at Walker Strategies knows exactly how to help you to achieve your best, and yet have a secure plan in place (just in case) for the worst. So put your best foot forward and let us help you create your own tailored financial journey to a secure future. Based in
Burwood, NSW, Walker Strategies provides a complete and expert financial planning and advice service for individuals and businesses. For individuals: We provide peace of mind for you and your family for the now – by tailoring an insurance and income replacement solution to suit your circumstances – and for the future – by working with you to plan and achieve your financial goals. We work with our insurance partners to provide give you the coverage you need so you are protected against any of those unforeseen circumstances life can throw your way. Our Insurance and Income Replacement services include:
• Life insurance
• TPD insurance
• Trauma cover
• Income Protection cover
• Business insurance for sold traders
We also work with you to provide advice and guidance for your other financial needs to so you can grow your wealth both inside and outside of superannuation. Our Financial Planning services include:
• Investments and strategic asset allocation
• Debt management
• Mortgage broking
• Salary packaging
• Estate planning
• And more! Walker Strategies also specialises in self-managed superannuation, because we believe you should be in control of your own money. We make it easy for you to understand how self-managed super works, your rights and obligations, and help you can make the right decisions about your super so your money – and your future – stays in your hands. Our Self-Managed Super Funds services include:
• SMSF consulting
• SMSF auditing
For businesses: What would you do if something happened to you or your business partner? How would your business survive? Who would receive control of your share of the company? Walker Strategies can help you set up your business with all of these questions answered. We provide uncomplicated advice to small business owners and their employees, so that you are fully informed on the critical needs of your business and the solutions available to your to protect your most important investment. Our Small Business services include:
• Key person insurance
• Buy/sell agreements
• Business expense insurance
• Corporate superannuation
For details on our services, please contact us directly. FL Walker Financial Services (NSW) Pty Ltd (ABN 24 126 088 971), trading as Walker Strategies is an authorised representative and credit representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706. This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. View our FSCG here:http://103.37.8.129/~walkerst/wp-content/uploads/2015/08/FSCG-10.6i.pdf
