What are you looking for?

      About Uschevron down

      Future Goals That Fit Together

      • All aspects of super, retirement & aged care strategies
      • Holistic solutions & comfort through life stages
      • Insurance for life, income, disability & illness
      • Provide independence & flexibility as life changes
      • Take away financial management concerns
      General Info

      Foundation Wealth Planners will provide you greater comfort and clarity to follow your financial journey and achieve your goals.

      Foundation Wealth Planners will provide you greater comfort and clarity to follow your financial journey and achieve your goals.

      Financial planning as practiced by Foundation Wealth Planners (FWP) is all about people. Our clients come from all walks of life and present with different requirements and circumstances. The kind of wishes our clients have varied from those who would like to invest a lump sum and do not require anything else, to those who would like to review their entire final situation and attitude to money and everything in-between.

      With a holistic approach to the financial planning process, Foundation Wealth Planners enjoys understanding the unique financial goals & objectives of their clients. This enables them to provide each person with the guidance they need & to develop a financial plan tailored to meet their unique goals and lifestyle objectives. The first meeting is always free. For quite a few people an initial conversation is of great value and all that is needed whilst others become lifetime clients and friends.

      The investment world has never appeared more complex & daunting. The media regularly bombards investors with notoriously short focused glee or panic stories. At Foundation Wealth Planners, we don’t take unnecessary risks & we don’t adopt unproven strategies - we focus on what drives investment returns. When investing for clients we focus on these key principles - markets work, risk & reward are related, diversification reduces investment risk, asset allocation determines performance.

      Accreditations
      Accreditation badgeFoundation Wealth Planners Authorised Representative (No:1242404)Accreditation badgeFoundation Wealth Planners Credit Representative (No:488134)Accreditation badgeFYG Planners Pty Ltd Australian Financial Services Licence (No:224543)
      Email
      Payment method
      mastercard, debit, visa, eft, cheque
      ABN
      84 612 059 622
      ACN
      612 059 622
      Staff
      1-10
      Location
      Endeavour Court
      Ownership
      Locally Owned
      Service Notes
      Foundation Wealth Planners in Dubbo are built on solid foundations with a commitment to providing great customer services .
      Free Estimates
      Yes
      Other Link
      Category
      Financial Planning
      Licenses
      Legal ID: AFSL: 224543
      Keywords
      Advice & Information, Asset Allocation, Asset Protection, Budgeting, Cash Flow Management, Consultations, Debt Reduction, Education Programs, Estate Planning, Financial Planning, Income Protection, Investment Strategies, Life Planning, Managed Investments, Money Market Accounts, Mortgages Pensions, Portfolio Management, Primary Strategic Advice, Redundancy, Retirement Planning, Salary Packaging, Savings Accounts, Self-Managed Super, Self-Managed Super Funds, Setting Up SMSF, Shares Superannuation, Social Security Planning, Strategic Advice, Succession Planning, Wealth Creation
      FAQschevron down

      Who are your clients typically?

      As dedicated professionals, we work with a range of clients from mums and dads of all walks of life, small business owners and individuals with complex situations.


      Can I contact you if I have doubts about my current financial plan or just want some reassurance?

      Despite having a financial advisor, you may want to confirm your own ideas in areas you don’t fully understand, how your investments/superannuation work and don’t have a full picture on the fees you pay. If you’re not sure where you’re heading with your current circumstances, we will take you through our discovery process that enables you to understand what we stand for as financial advisors.


      Who is Foundation Wealth Planners?

      Foundation Wealth Planners, ABN 84 612 059 622 is an authorised representative (No. 1242404) and credit representative (No. 488134) of FYG Planners Pty Ltd as the authorising licensee. FYG Planners Pty Ltd, ABN 55 094 972 540, holds an Australian Financial and Credit Services Licence No. 224543. FYG Planners contact details can be found at www.fygplanners.com.au.


      Why do I need insurance and what do you look for?

      Insurance is about receiving a sum of money when you or your family are in great need of that money. The best policy for you takes into account - your required payout figure, how much you can afford to pay, which inclusions & benefits you need, possible cash flow benefits of putting your insurance through super, how to best structure your premium from a tax & payout point of view, if you have or have had health issues. Foundation Wealth Planners will provide the comfort you have the right cover.


      Which services can you offer us?

      We identify ways to maximise rewards from your existing financial resources. Our strategic financial planning services can help with the following - all aspects of super including SMSF, retirement planning strategies, investment planning, personal insurance, Centrelink, cash flow modelling and budgeting, succession planning and estate planning. We also provide ongoing monitoring to keep you on track to meeting your goals.


      What should I expect from our first meeting?

      We spend considerable time in the first meeting getting to know you, your family and how it is that you are, where you are today financially and personally. We will discuss in detail some of your key focus areas over the next few years and then also look longer term to what you want to achieve. We will also request various items of financial information for us to build a picture of where you are at financially. The initial meeting is no cost.


      Who is my adviser?

      Your adviser will be either Belinda Tink (CFP®. MFinPlan. Adv. Dip.FS (FP). JP SMSF Specialist Advisor™) or Hugh Martel (B. Fin. Admin. CPA. JP). Belinda & Hugh are local & are specifically authorised by Foundation Wealth Planners to act as its representatives in providing financial services to clients & each has specific formal industry qualifications. They have no ownership or financial links to any financial institution or insurance company ensuring best interest for the client.