Wattle Financial Planning
About the Business
Welcome to Wattle Financial Planning, located at 829A Sydney Road, Brunswick, Australia. As an establishment specializing in finance and insurance, we offer a comprehensive range of financial planning services to cater to all your needs.
Our team of experts is well-versed in various areas of financial planning, including superannuation, retirement planning, investments, risk insurance (such as Life insurance and Income Protection), estate planning, retirement and aged care planning, and inter-generational financial planning. With a wealth of technical expertise and practical experience, we are committed to sharing our knowledge and resources with all our clients.
At Wattle Financial Planning, we understand that managing your financial affairs can be complex. That's why we have established a network of like-minded professionals, carefully selected for their expertise and professionalism. Through this network, we can provide you with access to a wide range of taxation and legal services, ensuring that all aspects of your financial affairs are managed consistently and with the highest level of professionalism.
Chris Watts, our dedicated financial planner, is an Authorised Representative of The CJ Partnership Pty Ltd (AFSL 548394). Additionally, Wattle Financial Planning Pty Ltd is a Corporate Authorised Representative of The CJ Partnership Pty Ltd (AFSL 548394). These affiliations demonstrate our commitment to operating within regulatory frameworks and providing you with reliable and trustworthy financial advice.
We proudly serve clients in the Melbourne area, including the suburbs of Brunswick, Melbourne, Coburg, Carlton, Inner City Melbourne, Northcote, Thornbury, Clifton Hill, Moonee Ponds, Essendon, Pascoe Vale, Preston, Reservoir, Hadfield, Fawkner, Northern Suburbs Melbourne, Lalor, Thomastown, Epping, Moreland, Darebin, Gisborne, Camberwell, Richmond, Hawthorn, Kew, Hawthorn East, Balwyn, Kew East, Ivanhoe, and Gold Coast.
Whether you are planning for retirement, seeking investment opportunities, or need assistance with estate planning, Wattle Financial Planning is here to help. Contact us today to schedule a consultation and let us guide you towards a secure financial future.
Photos
Location & Phone number
829A Sydney Road, Brunswick VIC 3056, Australia
Hours open
Monday:
9:00 AM - 6:00 PM
Tuesday:
9:00 AM - 6:00 PM
Wednesday:
9:00 AM - 6:00 PM
Thursday:
9:00 AM - 6:00 PM
Friday:
9:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Chris Watts has been my financial planner for a number of years. He always has my best interests at heart and always keeps me up to date without any need to follow up. Now I rest safe in the knowledge that my insurances and superannuation are set up to secure my financial future. I would highly recommend Wattle Financial Planning to others who are looking towards a worry-free retirement."
"Chris has been my Financial Planner for over 10yrs now, always very good with communication. Would certainly recommend"
"Friendly, trustworthy and personable. Chris is easy to talk to, happy to explain different options, and he won't push you into products you don't want. I've been very happy with the superannuation portfolio and life/disability insurance and income protection policies that he set up for me."
"Chris was very professional & was able obtain replacement personal insurance with significant benefits over my existing cover for the same cost. Chris also reviewed my super & made a suggestion resulting in a big tax refund for me. I would not hesitate in recommending Chris to all my family & friends for financial advice"
"Chris has been a great help in arranging my income protection insurance. Was able to leverage off his high level of knowledge of the insurance industry to tailor a policy best suited to my needs. And plus he is extremely personable to deal with and flexible with appointments too."
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