AWT Financial Services

Welcome to AWT Financial Services, your go-to institution for all your financial planning needs in Australia. Located at 52 Davidson Terrace, Joondalup, our establishment is dedicated to providing top-notch finance services and is a point of interest for individuals seeking expert financial advice.

At AWT Financial Services, we pride ourselves on bringing together a team of highly trained and qualified professionals, including accountants, solicitors, and credit advisers, to ensure that each of our clients improves their financial position efficiently and safely. Our main goal is to work in your best interests, and we are actively committed to a code of ethics that promotes best practice in financial planning. We prioritize your rights and entitlements as our clients at all times.

With a strong emphasis on enhancing our clients' financial profiles, we continuously and proactively search for ways to improve their wealth, financial health, and retirement planning. We offer a comprehensive range of financial planning services to cater to the unique needs of each client.

Through our licencing arrangement with Capstone Financial Planning, we have access to a vast reservoir of technical expertise and practical experience in various areas, such as investments, risk insurance, superannuation, self-managed superannuation, estate planning, retirement and aged care planning, business advice, and inter-generational financial planning.

To ensure that we provide efficient and comprehensive services, we leverage the latest technology available for office and advice automation. This enables us to respond swiftly and comprehensively to your requests, ensuring that you receive the best possible support.

Thank you for your interest in AWT Financial Services. Our dedicated team member, Phil, will reach out to you soon to discuss your financial needs and guide you through the process.

Please note that AWT Financial Services Pty Ltd is a Corporate Authorised Representative (No.469578) of Capstone Financial Planning Pty Ltd, with ABN 24 093 733 969 and AFSL No.223135. We would like to remind you that all strategies and information provided on this website are general advice only and do not take into consideration your personal circumstances. It is essential to arrange an appointment to seek personal financial and taxation advice before acting on any information.

For further inquiries or to book an appointment, please feel free to contact us at AWT Financial Services, located at 2/52 Davidson Terrace, Joondalup, WA 6027. You can also reach us at 08 9303 8900. We look forward to assisting you in achieving your financial goals.