Atwell & Co are aligned with experienced and licensed financial advisers who are members of nationally recognised financial planning organizations; which are principle members of the Financial Planning Association. Along with numerous support staff they provide a high level of professional financial advice to assist our clients to enhance and protect their wealth.

With over 100 years of combined experience in property, shares, managed funds, treasury, insurance and finance they are able to assist our clients with financial strategies that cover the following areas:

  • Investment property advice including structuring and gearing assessment and property investment through self managed super funds
  • Wealth creation through direct shares, managed funds and property trusts and gearing strategies including margin loans
  • Superannuation including self managed super fund structuring and investment advice and corporate (business) superannuation
  • Wealth protection through insurances
  • Retirement planning including Centrelink entitlements
  • Tax planning
  • Business advice including business insurance through partnership agreements and key man insurances

176_img_locnNow more than ever there is a need for professional financial advice to make the most of the opportunities that are available. A key to effective strategic planning provided by the financial advisers Atwell & Co are aligned with. By gaining a thorough understanding of their client’s personal position and working together with their clients to achieve their financial goals they have developed a strong reputation for quality strategic advice to all levels of clients and business owners.

If you are looking to make the most of your hard earned money and improve and/or protect your financial position then CLICK HERE to and fill out the form so one of our professional advisors can contact you.