Personal Financial Planning Advice with BW Financial Advice

We believe financial advice is for everyone. And you shouldn't need a degree in economics to understand it. That's why we've launched Happy Futures - an initiative from BW Financial Advice.

You might want to get your savings working harder or your super might need a boost. Whatever your goals, you can talk to an adviser from BW Financial Advice and we'll help bring your happy future a little closer with careful financial planning.

Looking at your super and wondering how to better manage how it's taxed? A BW Financial Adviser can suggest some straightforward steps, such as voluntary super contributions, salary sacrifice or applying for government super co-contribution.

They can also help you plan personal and financial goals whatever your stage of life. If you're young, learn about financial planning and managing your money by getting A Great Start. If it's Time To Grow it might be time to look at investments, super, or even managing money for your family. And it's never too late to plan ahead so you can retire more comfortably Now You're Established.

If you are between 18 to 30	If you are between 31 to 44	If you are 45 and over

Managing your money now you're working (Financial) planning a life together	Saving for the kids' education Starting to invest New partner, new family	Building and protecting investments Planning on retirement Looking after the next generation
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The information contained on this web page has been prepared by BW Financial Advice Limited, who is the provider of financial advice services. It is of a factual nature only and is not intended to constitute financial product advice and has not taken into consideration your individual objectives, financial situation or needs. You should consider its appropriateness in light of your circumstances and consider seeking professional advice relevant to your individual needs before making a decision based on this information.

In addition to reading the Financial Services Guide for this website which can be accessed below, please ensure you have read the Financial Services Guide for BW Financial Advice Limited relating to this page which you agree to be provided by accessing this link.

Bankwest customers who wish to obtain information about investments may do so by contacting a BW Financial Adviser who can discuss developing a financial plan that is right for you. BW Financial Advisers are Representatives of BW Financial Advice Limited ABN 97 097 084 878, AFSL 230727 ("BW Financial Advice"), which is a related entity of, but not guaranteed by, the Bank of Western Australia Limited ABN 22 050 494 454 ("Bankwest"). Services provided by BW Financial Advice are provided on its own account. Bankwest provides a referral service only and is not liable for any loss, damage or liability of any kind arising from services provided by BW Financial Advice.

BW Financial Advice is not an Approved Deposit Taking Institution and, except where you may acquire a Bankwest product as a consequence of a recommendation made by BW Financial Advice, an investment which may be recommended to you or made by you through BW Financial Advice will not be a deposit with or a liability of Bankwest.

To use this Website, you are required to read the Financial Services Guide which you agree to be provided by accessing the link. Advice on this website does not take into account your objectives, financial situation or needs so please consider whether it is appropriate for you. For Personal Advice consult your BW Financial Adviser to develop a financial plan that's right for you.

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