Foundation Wealth Planners (FWP) will provide you greater comfort and clarity to follow your financial journey and achieve your goals.
Tailoring holistic financial advice, guidance and wealth accumulation and protection strategies to benefit Australians. With over 29 years of combined experience, we can partner you in meeting your financial planning needs! Our personal approach sets us apart - we're known for our no nonsense, straight forward, easy to understand advice.
Our clients come from all walks of life and present with different requirements and circumstances. The kind of wishes our clients have varied from those who would like to invest a lump sum and do not require anything else, to those who would like to review their entire final situation and attitude to money and everything in-between.
With a holistic approach to the financial planning process, Foundation Wealth Planners enjoys understanding the unique financial goals & objectives of their clients. This enables them to provide each person with the guidance they need & to develop a financial plan tailored to meet their unique goals and lifestyle objectives. The first meeting is always free. For quite a few people an initial conversation is of great value and all that is needed whilst others become lifetime clients and friends.
The investment world has never appeared more complex and daunting. The media regularly bombards investors with notoriously short focused glee or panic stories. At Foundation Wealth Planners, we don?t take unnecessary risks and we don?t adopt unproven strategies - we focus on what drives investment returns. When investing for clients we focus on these key principles - markets work, risk and reward are related, diversification reduces investment risk, asset allocation determines performance and maintaining discipline.
Foundation Wealth Planners ABN 84612059612 is an Authorised Rep (No. 1242404) and Credit Rep (No. 488134), FYG Planners Pty Ltd AFSL No: 224543.
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Level 1, 139 Macquarie St, Dubbo, NSW, 2830
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