We offer advice on a range of financial services designed to help you look after your assets, protect your future income and increase your wealth. Working with you, our team of experienced advisers are able to provide a comprehensive approach to managing your financial needs. We invite you to talk to us about your financial needs.

How can we help you...

Whether you’re an individual, a family, or a business owner – we can help you obtain answers to your financial needs.

All advisers at WCFS hold an AMP practicing certificate. This qualification is maintained each year through involvement in AMP’s ongoing professional development program.

Speak to one of our experienced advisers about:

Financial Planning

Defining your financial and lifestyle goals and identifying the best way to achieve them.

Insurance

Protection for your life, lifestyle, health, income, property and business interests.

Investing

Obtaining information and advice on investment strategies and helping you to make the most of your money.

Retirement Savings

Helping you plan for a comfortable retirement.

Workplace Savings

Retirement Savings made easy for you and your employees.

Lending

Your domestic, rural or commercial mortgage needs.