2/ 175 Lawrence St Wodonga 3690
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O.S. Financial Planning

Financial Planning

Our Service & Our Strategies Are Our Strengths

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2/ 175 Lawrence St, Wodonga VIC 3690

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2/ 175 Lawrence St, Wodonga VIC 3690
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O.S. Financial Planning opening hours in Wodonga


O.S. Financial Planning opening hours in Wodonga

Open Today Today
8:30am - 5:00pm
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
Open Monday to Friday
Open Monday to Friday

  1. About Us

  2. Products and Services

  3. FAQs

About Us

O.S. Financial Planning - Promotion

About O.S. Financial Planning

AT A GLANCE
  • Wealth accumulation
  • Superannuation
  • Retirement planning
  • Estate planning
  • Business succession
O.S. Financial Planning has been assisting people in the goal of securing their financial future for over 20 years.
Our business dates back to 1994 when its then partners established their first office in Mitchell St, Albury. The business subsequently relocated to its present “Tower Chambers” office in Lawrence St Wodonga in 1999. As a small, privately-owned financial planning business, there are no financial relationships that might impact the quality and nature of our advice.

Our services are primarily suited to:

  • Those seeking to grow or accumulate their personal wealth.
  • Those keen to learn about the principles of investment and the various strategies available to enhance investment returns whilst managing risk.
  • People who have retired or are nearing retirement seeking retirement and investment strategies.
  • Anyone interested in the operation of a Self-Managed Superannuation Fund.
  • Those needing some help considering their estate planning options prior to meeting with their solicitor.

Our professional services include:

  • Strategic financial planning
  • Wealth accumulation
  • Superannuation
  • Retirement planning
  • Estate planning
  • Business succession
  • Investment advice and education
  • Placement of investments
  • Ongoing review and reporting services
  • The performance of your investments
  • The current market and economic conditions
  • Updating your current personal and financial objectives and ensuring that your strategy remains appropriate
  • Self-Managed Superannuation Funds

Our goals are to:

  • We treat every client as an individual. Everyone is different and therefore every solution needs to be tailored to suit your needs.
  • We talk to you about your short, medium and long-term goals, so as to gain an understanding of what is important to you. It’s not all about dollars and cents.
  • Our goal is for you to understand the principles of investment. We believe that financial planning is as much about education as it is about investing and strategies.

Payment Methods

CashEFT
ABN
36 738 641 002
Staff
1-10
Established
1999
Legal ID
Australian Financial Services Licence 331955

Products and Services

O.S. Financial Planning - Promotion

Hours of Operation

Open Monday - Friday

Services

Advice & Information, Centrelink, Consultations, Direct Equities, Estate Planning, Investment Strategies, Investments, Leasing, Life Insurance, Life Planning, Managed Funds, Managed Investments, Pensions, Portfolio Management, Retirement Planning, Rollovers, Self-Managed Super Funds, Setting Up a SMSF, Shares, Succession Planning, Superannuation, Wealth Creation

Features

Accredited, Australian Owned, By Appointment, Independently Operated, Independently Owned, Locally Operated, Locally Owned, Member FPA, Owner Operated, Registered

Issues

Retirement

Catering To

Couples, Individuals, Retirees, Self Employed

Keywords

Advice & Information, Retirement Planning, Managed Funds, Benefit Plans, Superannuation, Investment Strategies, Loans And Refinancing, Life Planning, Estate Planning, Life And Disability Insurance Advice, Investments, Wealth Accumulation, Tax And Financial Structuring

FAQs

  • Do you offer quotes?

    Yes, we offer free no obligation quotes.

  • Is your business registered?

    Yes, our business is registered.

  • Is your team experienced?

    Yes, we have a trained, professional and experienced team of experts.

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