Please login to enter our secure Clients Only area.
Why Should You Put Your Financial Future In Our Hands?
Because we're committed to a high level of personal service and quality planning
Because we take the time to fully understand your needs
Because we have the training, the experience and research facilities to create the most appropriate plan for you
Because no bank or large insurance company owns us, and we recommend the products that best suit your needs - not ours
Because it makes sense to do it right the first time.
Established in 1982, Symes Warne & Associates Limited hold an Australian Financial Services Licence (AFS Licence Number: 241050). We hold professional indemnity insurance and are Principal Members of the Financial Planning Association (FPA).
We are one of the largest and most respected firms in the Illawarra, managing over $800 million dollars of both individual and corporate funds. Our business has grown from referrals from satisfied clients with whom we develop long standing relationships.
What We Offer
Comprehensive financial planning advice on all aspects of investment, retirement and risk management, including:
managed funds;
superannuation and retirement income products;
Reasonable Benefit Limit (RBL) strategies;
social security advice;
direct shares;
life insurance policies;
term deposits;
gearing strategies;
mortgage planning;
tax effective investing;
salary packaging and remuneration options; and
estate planning.
A full and comprehensive Symes Warne Financial Plan will cover detailed tax and RBL calculations, risk and return profile, investment strategy and portfolio, cash flow and details of recommended funds. It will cover Social Security matters where appropriate, including treatment of all investment types and maximisation of your entitlements.
Your first consultation with us is free of any charge or obligation.
What You Won't Get From a Symes Warne Advisor
You won't get a one-size-fits-all financial plan;
You won't get treated like a number;
You won't be forgotten once your plan has been drawn up; and
You won't be left in the dark if there are adjustments to legislation or the market changes.
A properly structured and executed financial plan, designed to accommodate your needs, is a blueprint for the future security of your life savings. And this takes time and care and commitment - and that's what we specialise in.
What You Can Expect From Us
Our primary responsibility will always be to you, our client.
Regular reviews - You can expect to hear from us on a regular basis, as we review your portfolio. We'll let you know when legislative and market changes may impact on you and what you need to do next.
First class support and service from a dedicated and experienced team.
Confidentiality - we guarantee that your affairs will be treated with the highest level of confidentiality and any information you supply to us will be treated with integrity.
We will tell you openly and honestly about any remuneration that we receive. Our fees and charges will be explained to you in full, at the start of our relationship with you.
Our advisers have been qualified planners for many years and all have recognised tertiary and professional qualifications, including CFP, CPA, Diploma of Financial Planning, Bachelor of Commerce and Masters of Commerce. Our advisers are all members of the Financial Planning Association (FPA) - the peak body of the financial services industry.
Because we're a Principal Member of the FPA, you have access to the Financial Complaints Resolution Scheme.
Symes Warne & Associates Limited take full responsibility for the conduct of all its financial planners.
Regular newsletters and client seminars on relevant issues.
With Symes Warne & Associates, you can relax, knowing that your financial future is in good hands.
