Foundation Wealth Planners

Financial Planning

Future Goals That Fit Together

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Endeavour Court Level 1 139 Macquarie St, Dubbo NSW 2830

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(02) 6813 0977

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http://www.foundationwplan.com.au/ (opens in a new window)

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Endeavour Court Level 1 139 Macquarie St, Dubbo NSW 2830

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Today Not open today Closed

Mon

8:30am - 5:00pm

Tue

8:30am - 5:00pm

Wed

8:30am - 5:00pm

Thu

8:30am - 5:00pm

Fri

8:30am - 5:00pm

Sat Closed

Sun Closed

Public Holidays Closed

Foundation Wealth Planners in Dubbo are built on solid foundations with a commitment to providing great customer services .

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Accreditations

Foundation Wealth Planners Authorised Representative (No:1242404)

Foundation Wealth Planners Credit Representative (No:488134)

FYG Planners Pty Ltd Australian Financial Services Licence (No:224543)

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About Us
Products and Services
FAQs

About Us

About Foundation Wealth Planners

AT A GLANCE

Holistic solutions & comfort through life stages
All aspects of super, retirement & aged care strategies
Insurance for life, income, disability & illness
Take away financial management concerns
Provide independence & flexibility as life changes

Foundation Wealth Planners will provide you greater comfort and clarity to follow your financial journey and achieve your goals.

Tailoring holistic financial advice, guidance and wealth accumulation and protection strategies to benefit Australians. With over 29 years of combined experience, you'll love what we can partner you in meeting your financial planning needs! Our personal approach sets us apart - we're known for our no-nonsense, straight-forward and easy to understand advice.

Financial planning as practiced by Foundation Wealth Planners (FWP) is all about people.

Our clients come from all walks of life and present with different requirements and circumstances. The kind of wishes our clients have varied from those who would like to invest a lump sum and do not require anything else, to those who would like to review their entire final situation and attitude to money and everything in-between.

With a holistic approach to the financial planning process, Foundation Wealth Planners enjoys understanding the unique financial goals & objectives of their clients. This enables them to provide each person with the guidance they need & to develop a financial plan tailored to meet their unique goals and lifestyle objectives. The first meeting is always free. For quite a few people an initial conversation is of great value and all that is needed whilst others become lifetime clients and friends.

The investment world has never appeared more complex & daunting. The media regularly bombards investors with notoriously short focused glee or panic stories. At Foundation Wealth Planners, we don’t take unnecessary risks & we don’t adopt unproven strategies - we focus on what drives investment returns. When investing for clients we focus on these key principles - markets work, risk & reward are related, diversification reduces investment risk, asset allocation determines performance.

Products and Services

Hours of Operation

Open Monday - Friday

Services

Advice & Information, Aged Care, Annuities, Asset Protection, Asset Purchasing, Benefit Plans, Bonds, Budgeting, Cashflow Management, Centrelink, College Funds, Consultations, Debt Management, Debt Reduction, Direct Equities, Education Programs, Estate Planning, Gearing, Home Loans, Income Insurance, Income Protection, Insurance, Investment Strategies, Investments, Life Insurance, Life Planning, Managed Funds, Managed Investments, Money Market Accounts, Mortgages, Pensions, Portfolio Management, Redundancy, Retirement Planning, Rollovers, Salary Packaging, Savings Accounts, Self-Managed Super Funds, Setting Up a SMSF, Shares, Social Security Planning, Succession Planning, Superannuation, Unit Trusts, Wealth Creation

Features

Accredited, By Appointment, DIY, Fee For Service, Home Visits, Independently Owned, Licensed, Locally Operated, Locally Owned, Member FPA

Issues

Retirement, Retrenchment

Catering To

Couples, Individuals, Men, Professionals, Retirees, Self Employed, Small Businesses, Women

Keywords

Retirement Planning, Succession Planning, Portfolio Management, Setting Up SMSF, Investment Strategies, Shares Superannuation, Asset Allocation, Debt Reduction, Education Programs, Income Protection, Strategic Advice, Salary Packaging, Estate Planning, Primary Strategic Advice, Managed Investments, Budgeting, Self-Managed Super, Advice & Information, Self-Managed Super Funds, Redundancy, Money Market Accounts, Cash Flow Management, Consultations, Savings Accounts, Asset Protection, Life Planning, Social Security Planning, Mortgages Pensions, Financial Planning, Wealth Creation

FAQs

Who is Foundation Wealth Planners?

Foundation Wealth Planners, ABN 84 612 059 622 is an authorised representative (No. 1242404) and credit representative (No. 488134) of FYG Planners Pty Ltd as the authorising licensee. FYG Planners Pty Ltd, ABN 55 094 972 540, holds an Australian Financial and Credit Services Licence No. 224543. FYG Planners contact details can be found at www.fygplanners.com.au.
Who are your clients typically?

As dedicated professionals, we work with a range of clients from mums and dads of all walks of life, small business owners and individuals with complex situations.
Which services can you offer us?

We identify ways to maximise rewards from your existing financial resources. Our strategic financial planning services can help with the following - all aspects of super including SMSF, retirement planning strategies, investment planning, personal insurance, Centrelink, cash flow modelling and budgeting, succession planning and estate planning. We also provide ongoing monitoring to keep you on track to meeting your goals.
Who is my adviser?

Your adviser will be either Belinda Tink (CFP®. MFinPlan. Adv. Dip.FS (FP). JP SMSF Specialist Advisor™) or Hugh Martel (B. Fin. Admin. CPA. JP). Belinda & Hugh are local & are specifically authorised by Foundation Wealth Planners to act as its representatives in providing financial services to clients & each has specific formal industry qualifications. They have no ownership or financial links to any financial institution or insurance company ensuring best interest for the client.
What should I expect from our first meeting?

We spend considerable time in the first meeting getting to know you, your family and how it is that you are, where you are today financially and personally. We will discuss in detail some of your key focus areas over the next few years and then also look longer term to what you want to achieve. We will also request various items of financial information for us to build a picture of where you are at financially. The initial meeting is no cost.
Can I contact you if I have doubts about my current financial plan or just want some reassurance?

Despite having a financial advisor, you may want to confirm your own ideas in areas you don’t fully understand, how your investments/superannuation work and don’t have a full picture on the fees you pay. If you’re not sure where you’re heading with your current circumstances, we will take you through our discovery process that enables you to understand what we stand for as financial advisors.
Why do I need insurance and what do you look for?

Insurance is about receiving a sum of money when you or your family are in great need of that money. The best policy for you takes into account - your required payout figure, how much you can afford to pay, which inclusions & benefits you need, possible cash flow benefits of putting your insurance through super, how to best structure your premium from a tax & payout point of view, if you have or have had health issues. Foundation Wealth Planners will provide the comfort you have the right cover.

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