Financial Planning
WHK Financial Planning Pty Ltd
ABN 51 060 092 631
Australian Financial Services Licensee 238244

Today, as our population ages, we are all concerned about our financial future. At WHK we believe that people want to find a financial planner that will;

  • understand and help them develop goals
  • clearly explain the alternatives so a smart decision can be made and
  • who is just as concerned as they are about the security of the money.

At WHK we understand these needs and that you want sound investments, good returns and a feeling that your money is safe. We can guide you through the maze so that you can sleep at night and have peace of mind.

We have the ability to guide you effectively through the following changes:

  • Superannuation changes
  • Social Security changes
  • Investment market changes
  • Personal changes
  • More frequent change of employment
  • Part-time consulting
  • Eligibility for Age Pension
  • Early Retirement
  • Redundancy
  • Estate planning
  • Family changes
  • Lifestyle
  • Inheritance

Ask yourself the following questions:

  • Will you have enough money in super when you retire?
  • Will you have enough money to cover the cost of education for your children?
  • Are you looking to invest a sum of money?
  • Are you diversifying your investments effectively?
  • Have you considered borrowing to invest?
  • Are you paying too much tax?
  • Have you just retired and are unsure of how to manage your income?
  • Will your loved ones be provided for after you’ve gone?

If you have answered any of the above questions,

You need to see one of our Representatives

For a full listing of office locations and contact numbers please click here for our contacts page.

Search Our Site
 

Related Links
Australian Stock Exchange
The Australian Financial Review Newspaper
WHK Financial Planning Wrap Service- Wealthwrap Investor site
Australian Securities Investment Commission
Financial Industries Complaints Service
Find My Super
 

Dubbo
157 Brisbane Street
Dubbo NSW 2830
T (02) 6883 5600
dubbo@whk.com.au
www.whk.com.au

Bathurst
157 George Street
Bathurst NSW 2795
T (02) 6330 2200
bathurst@whk.com.au
www.whk.com.au

Forbes
151 Lachlan Street
Forbes NSW 2871
T (02) 6852 1455
forbes@whk.com.au
www.whk.com.au

West Wyalong
99 Main Street
West Wyalong NSW 2671
T (02) 6972 4297
westwyalong@whk.com.au
www.whk.com.au

Lithgow
102 Main Street
Lithgow NSW 2790
T (02) 6351 3326
lithgow@whk.com.au
www.whk.com.au

Orange
146 - 148 Lords Place
Orange NSW 2800
T (02) 6362 1933
orange@whk.com.au
www.whk.com.au

Wellington
16 - 18 Maughan Street
Wellington NSW 2820
T (02) 6845 1611
wellington@whk.com.au
www.whk.com.au