SWU Financial Planning is a family-based firm with over 30 years of experience in guiding individuals and families toward financial success. We understand that each person's financial journey is unique, and we take the time to understand your specific goals, dreams, and challenges. Our team of experienced professionals will work collaboratively with you to create a personalized plan that aligns with your aspirations.

Financial Advisory

Our comprehensive approach to financial planning covers a wide range of areas, including:

Investment planning
Superannuation advice
Retirement planning
Cash flow planning
Insurance

Accounting

Our team of qualified professionals can assist with:

Tax compliance and planning
Accounting system setup and management
Financial statement preparation
Business valuations

Estate Planning

Our experienced estate planning team will guide you through the process of creating a comprehensive estate plan that includes:

Wills and trusts
Power of attorney
Enduring guardianship
Advanced healthcare directives

Credit Advisory

SWU Credit Advisors will assist you with:

Obtaining financing for various assets
Managing your credit score
Developing a plan to address financial obligations

Our Investment Philosophy

At SWU Financial Planning, we believe in a balanced and diversified investment approach to maximize potential returns while mitigating risks. We tailor our strategies based on your individual goals, risk tolerance, and financial situation.