Strategic Financial Planning

Investment Services based in Mount Gambier and Warrnambool and traveling to you in Camperdown, Colac and Hamilton.

“If you fail to plan, you are planning to fail!” – Benjamin Franklin.

At Sinclair Wilson Investment Services, we believe Strategic Financial Planning should be client focused aiming to employ expert knowledge, research and due diligence, in order to maximise your potential position.

To this end, we have always approached Strategic Financial Planning with the primary focus of best practice principles:

  • We employ conscientious and compassionate Financial Advisors, who are employed as salaried employees and not paid sales commission
  • Our work is peer-reviewed to ensure your opportunities are maximised and to drive the best client outcomes
  • We hold our own full Australian Financial Services License (AFSL 229238)
  • We partner closely with our Accounting colleagues to ensure our combined client base have access to the best professional advice on any financial or business topic

Your Strategic Financial Plan will be the foundation to your long term success, encompassing various aspects of your current and future financial position.  Our team of specialist financial planners and advisors will provide you with advice on one or more of the following elements of Strategic Financial Planning subject to your individual needs, goals and circumstances.

Centrelink & Aged Care Advice

Whether considering options for yourself or deciding how best to help someone close to you, Aged Care is a complex area and requires careful thought. Choosing a facility which suits both the requirements and budget of you or your family member isn’t necessarily easy. In fact, it can quickly become overwhelming and stressful.  When it...
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Wealth Accumulation & Retirement Planning

A major element of many strategic financial plans is Wealth Accumulation Planning and Retirement Planning. Wealth Accumulation: During your accumulation phase, it is paramount that we allocate scarce financial resources and savings efficiently.  For many, it is the dream to earn enough return on their savings to provide real financial freedom. We at Sinclair Wilson...
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Risk Management

Our health is our greatest asset in life. In good health, we work to enjoy our lifestyle, look after our family , and plan for the future.  It is fair to think we will always have our health and be able to work until we retire, but we know this isn’t always the case. When...
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Stockbroking Services, Managed Investments & Portfolio Administration

Our specialist Financial Planners will help develop and design a suitable and sustainable investment Strategy, which will include reference to an appropriate asset allocation strategy (i.e. the proportion of shares, property, bonds and cash), that is tailored to your goals.  Once we have developed and defined a suitable investment strategy, we will then review your...
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