wms planning

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We established WMS Planning in order to advise our clients' individual financial needs. Our aim is to provide tailored solutions for our clients' financial affairs utilising our knowledge and resources and our emphasis on building relationships by fulfilling expectations. We pride ourselves on our holistic approach to the financial planning process.

Through our association with Professional Investment Services Pty Ltd ABN 11 074 608 558, an Australian Financial Services License holder (No 234951), (www.profinvest.com.au) we have the benefit of the Professional Investment Services Group's technical and compliance support, and access to the Professional Investment Services Group's extensive range of Approved Products. These factors help ensure that we are in a position to provide first class service to our clients.

Julie Dolan is an Authorised Representative of Professional Investment Services Pty Ltd.

WMS Planning's focus is on strategic advice in the areas of wealth accumulation, distribution and protection. We have developed the WMS Planning Process™ to deliver this focus. It provides the flesh to our holistic approach to financial planning. The WMS Planning Process™ involves how you accumulate assets, the transition of your estate into retirement and/or death and the protection of assets for your life now, in the future and on death The process is used in: