AWT Financial Services is a comprehensive financial planning firm based in Joondalup, Western Australia. With a focus on improving clients’ financial positions efficiently and safely, AWT offers a wide range of services including financial planning, risk insurance, superannuation, self-managed super funds, investments, accounting, tax planning, debt management, estate planning, CentreLink assistance, and retirement planning. The team at AWT consists of highly trained and qualified staff, including accountants, solicitors, and credit advisers, who are dedicated to working in the best interests of their clients.
Committed to a code of ethics that prioritizes clients’ rights and entitlements, AWT Financial Services aims to enhance clients’ financial profiles through proactive wealth management and retirement planning strategies. Through a licensing arrangement with Capstone Financial Planning, AWT has access to a wealth of technical expertise and practical experience in various financial areas, ensuring clients receive comprehensive and up-to-date advice. By leveraging the latest technology for office and advice automation, AWT Financial Services can respond swiftly and comprehensively to client requests, providing personalized financial solutions tailored to individual circumstances.
AWT Financial Services Pty Ltd, as a Corporate Authorised Representative of Capstone Financial Planning Pty Ltd, operates with the mission of delivering best practice in financial planning. With a strong emphasis on continuous improvement and client-focused service, AWT strives to help clients achieve their financial goals and secure their financial future. By offering a full range of financial planning services and a commitment to ethical standards, AWT Financial Services stands out as a trusted partner for individuals seeking expert financial advice and support.