AWS assists everyday Australians by unlocking their potential through goal-focused financial advice.
We simplify the process of building, protecting and transferring your wealth using a personalised and empathetic approach to your needs.
Get started with our simple approach to financial advice
Make an appointment with one of our friendly advisers to begin preparing for your future.
Before your appointment
A little preparation goes a long way – to help your adviser assist you we ask that you please gather your important financial information and complete our financial health check.
• Gather documents
• Identify goals & objectives
• Complete financial health check
Our initial meeting is focused on getting to know you and your world; we discuss where you are now, where you want to be, as well as the things you want to do along the way.
After our initial meeting we’ll do further research into your financial situation and work with you to create a financial plan to help you achieve your goals.
Financial plan presentation
After detailed discussions with you we present a financial plan specifically designed to maximise your ability to meet your financial goals. If any parts of the plan need adjusting we continue working with you until you are happy with all aspects.
Implementation and ongoing reviews
Achieving your financial goals isn’t accomplished overnight – it takes commitment and ongoing adjustments as circumstances change. Our team will help implement your financial plan and then ensure you remain on track with regular reviews to your strategy.
Refer a colleague, friend or family member
We work hard to help your achieve financial happiness. If there is anyone you think we could help out we would happily provide them with a complimentary consultation – just complete our referral form below.