Our goal is to deliver quality client focused ongoing advice at a fairer price, and to assist and coach our clients to ensure they reach their financial goals and objectives. We provide a fairer fee structure with no excessive adviser fees, with no hidden costs and no additional adviser fees for changing investments or strategies.
There is also no cost to you if you just wish to transfer from your existing adviser to Wellington Financial Planning. At Wellington Financial Planning we work with you along the way on life's journey. Whether you are getting married, starting a family, embarking on the trip of a lifetime or planning to enjoy your years after work, we can help.
There is also no cost to you if you just wish to transfer from your existing adviser to Wellington Financial Planning. At Wellington Financial Planning we work with you along the way on life's journey. Whether you are getting married, starting a family, embarking on the trip of a lifetime or planning to enjoy your years after work, we can help.
Services
Anthony Wellington trading as Wellington Financial Planning is an authorised representative of GWM Adviser Services Limited and has been providing holistic Financial Advice since 2005. Our goal is to deliver quality client focused ongoing advice at a fairer price, and to assist and coach our clients to ensure they reach their financial goals and objectives.
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement. Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
At Wellington Financial Planning we work with you along the way on life's journey. Whether you are getting married, starting a family, embarking on the trip of a lifetime or planning to enjoy your years after work, we can help. Between your social activities and work, life might be getting pretty busy.
Financial advice can help you make better decisions about your financial future at any stage in your life. You work hard so why not make sure your money is working as hard as you are? The value of good financial advice isn't exclusive to 'the wealthy'. We all have the potential to build financial independence.
These documents provide some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to debt management. These documents provide provides some additional information to help you understand the financial planning concepts discussed in the statement of advice in relation to retirement income.
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