We understand that people don’t want financial planning; they really want a better lifestyle through financial planning.
From developing a personal profile to providing counsel on how to best protect your assets, O’Connor Wealth Partners provides a range of services including:
· Superannuation (including self managed super funds – SMSF)
· Retirement Savings Accounts
· Securities including direct shares
· Investment Life insurance products
· Deposit and payment products
· Life insurance risk products
· Managed investment schemes (including Investor Directed Portfolio services – IDPS)
· Property Portfolios
· Complex Tax Strategies and Wealth Creation services
· Estate Planning
We offer premium financial advice for those who seek high quality, tailored financial service to achieve your personal goals
Our fees are fixed fee for service agreements.
For information click here to download a brochure
* This is not a Financial Services Guide (FSG). The Australian Securities and Investment Commission (ASIC) requires your advisor to provide you with a FSG. The FSG is specific to the advisor and their offer of services to you.* O’Connor Wealth Partners is a Corporate Authorised Representative under Spectrum Wealth Advisers AFSL Licence Number 334 400
