The Waterfall Way represents a journey and a lifestyle, connecting people with where they want to be. It follows a traditional Gumbayngirr pathway linking families and their homes. The quality of your journey is at least as important as the destination. The Waterfall Way is our philosophy for context and perspective when making business decisions and providing advice.
Quick with an incisive brain, not only does Dacian make me laugh with his quick wit but he makes financial planning fun. Dacian has shared with me great insights on how to successfully systemise a financial planning business and how to run a professional and award winning financial planning practice in a regional centre (his office is the heart of Coffs Harbour).
Quick with an incisive brain, not only does Dacian make me laugh with his quick wit but he makes financial planning fun. Dacian has shared with me great insights on how to successfully systemise a financial planning business and how to run a professional and award winning financial planning practice in a regional centre (his office is the heart of Coffs Harbour).
Services
The idealised Waterfall Way experience is a small oasis deep in the bush; a nurturing environment around which life can thrive. We never forget, however, that global financial markets are quite capable of delivering a great crashing waterfall over the edge of a cliff. From a business perspective, The Waterfall Way is our method of synthesising information and providing tailored advice that can make a meaningful, positive difference to your life.
There is a difference between a desire to associate with like-minded people and a legal requirement for membership. There is only one professional body for financial planners in Australia. For many years, the Financial Planning Association (FPA) has stood with Australian consumers for a better financial future.
At WWA, we will usually meet potential new clients twice before providing our initial terms of engagement that define the scope and cost of our advice. Our first meeting is around 45 mins and is intended to allow each party to decide if there is sufficient rapport to have a second meeting. The second meeting may take over an hour and is for collecting detailed qualitative and quantitative data about you and your intentions.
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