Atwell & Co are associated with experienced, licensed financial advisers, members of nationally recognised financial planning organizations which are principle members of the Financial Planning Association. Along with numerous support staff they provide comprehensive and high-quality 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 superfund structuring and investment advice and corporate (business) superannuation
- Wealth protection through insurance
- Retirement planning including Centrelink entitlements
- Tax planning
- Business advice including business insurance through partnership agreements and key man insurances
Now more than ever, there is a need for professional financial advice to make the most of the opportunities that are available. Effective strategic planning involves meeting with financial advisers, and there are none better than Atwell & Co’s associates. 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 providing quality strategic advice to all clients and business owners.
If you are looking to make the most of your hard earned money and to improve and/or protect your financial position then CLICK HERE fill out the form, and one of our professional advisors will contact you.