McLeod Watzdorf Financial Planning

Building the life you want takes planning and commitment.

The complexity of our economy and modern society means the need for financial planning is much more important today than at any time in the past.

Sound advice from a qualified financial planner can contribute to a secure, well understood and prosperous future.

McLeod Watzdorf Financial Planning offers knowledge and skills to help you understand your options, create wealth and take control of your financial future. A financial plan designed specifically for you will assist you on your wealth creation journey; from a regular savings plan to debt reduction strategies, placing investments, protecting your wealth, transition to retirement, retirement and estate planning.

"I have found Don one of the few who treat my money as if it were his; always explaining the ups and downs of any strategy and not just trying to sell a product. Don is passionate about educating his customers to assist them to make informed decisions in a ever changing financial landscape." >> read more testimonials

We specialise in holistic financial planning. This process involves detailed consideration of your circumstances, needs and goals and then provides you with a choice of products that suit your situation and will optimise wealth creation.

“There are hundreds of ‘financial advisers’ out there. All profess to understand finance, and have a bunch of products to sell. We chose Werner and his company because of one subtle (albeit BIG) difference... he listened carefully to OUR needs. It was about us, not him or his business, and that made the difference.” >>read more testimonials

McLeod Watzdorf Financial Planning works for you. We offer a range of services that are tailored to your needs including:

Regular Savings Plan:			the foundation for your personal financial plan.
Gearing a Regular Savings plan:			offers the opportunity to fast track wealth creation.
Investment Planning:			researching and recommending the right investments matched to your needs.
Cash Management & Budgeting:			strategies to get more from your savings plan, or better manage your borrowings.
Superannuation:			providing strategies for investing into super including salary sacrifice to maximise tax benefits to you.
Planning for Business Owners:			succession planning and retirement planning tailored to the particular needs of small business owners.
Insurance:			reviewing your personal insurance arrangements, recommending the policies best suited to you, protecting you and your family.
Transition to retirement Planning:			giving you the ability to choose the most tax effective retirement strategy, allowing you to maintain your desired lifestyle whilst increasing retirement funds.
Estate Planning:			structuring your investments to ensure the wealth you created will go to those you care about, providing peace of mind and security for your family.
Government Benefits:			analysing your financial circumstances and recommending investment strategies to increase the likelihood of qualifying for entitlements such as Centrelink pensions.

McLeod Watzdorf Financial Planning offers peace of mind for the important financial decisions you face ahead of you.

The principals of McLeod Watzdorf Financial Planning are authorised representatives of Securitor Financial Group Ltd.

Our website provides links to calculators to assist you in evaluating topics and issues relevant in your financial plan.
They include: compound interest calculators for regular savings plan, savings simulator, budget planner, mortgage offset calculator, secondary schooling costs calculator, tax rates calculators, family assistance rate estimator and a superannuation calculator. These calculators are intended as tools only and do not constitute advice.