What are you looking for?

      About Uschevron down

      Financial Planning In Shepparton

      • Accounting, Business & Taxation
      • Financial Planning & Investment
      • Financial Planning Advice
      • Personal Financial Planning
      • Succession Planning And Business Sales
      General Info

      Walker’s Financial Strategies Pty Ltd is an authorized representative of Lonsdale Financial Group Ltd.

      Enabling us to give comprehensive financial and investment advice and personal risk insurance advice under Lonsdale’s Australian Financial Services Licence. If you require Financial or Investment advice, please request a copy of our Financial Services Guide, which is a statutory document setting out the boundaries of Lonsdale’s Services and the products and services that we can recommend.

      Walker’s Financial Strategies Pty Ltd has always adopted a generally conservative investment philosophy, one that looks at risk first, before return. The following are our key investment principles, which have stood the test of time: Invest for the Long Term Take a broad approach, searching for diversified Sources of return Understand Market Risk Use Dollar Cost Averaging as insurance when entering volatile markets Have a disciplined regime of reviewing the portfolio structure and the investments and re-balancing on a regular basis and at important life stages, such as going from full time work to part time work, or retirement.

      The most basic principle of investment management is the use of “investment portfolios” using the principles of “modern portfolio theory” which combine assets from the different asset classes in order to attain an appropriate risk/return trade-off for each client. The basic building blocks are cash, bonds, property, Australian, and International Shares.

      There are also investments known as “alternatives”, including Hedge Funds and Commodities, for example. Combining different investments from the different asset classes to attain an acceptable risk/return trade-off is a fundamental of investment and retirement planning. Please contact our office for a free initial consultation to discuss your needs.

      Accreditations
      Accreditation badgeLonsdale’s Australian Financial ServicesAccreditation badgeTaxation Institute of Australia - Stephen WalkerAccreditation badgeCPA - Stephen Walker
      Email
      ABN
      72 006 080 726
      Service Notes
      After hours: available by appointment.
      Other Links
      Other Email

      Category
      Financial Planning
      Keywords
      Management, Primary Production Planning, Retirement Planning, Small Business Advocacy and Counselling, Small Business Owners, Superannuation
      FAQschevron down

      What types of services are available?

      1. Business accounting services, 2. Taxation returns preparation, lodgement and review, 3. Self-managed superannuation funds (set-up, accounts, taxation, and 4. Business structure set-up (sole traders, companies, trusts, partnerships), 5. Proactive taxation planning and solutions, 6. Business advice, strategies and cash flow improvement, 7. Asset protection services, 8. Salary sacrifice, 9. Negative gearing, 10. Rental properties, 11. Private rulings and complex tax affairs.


      What does the term registered tax agent mean?

      Walker’s Financial Strategies are registered tax agents and this means that we have met all requirements to be licensed by the tax practitioner's board to prepare and lodge taxation returns and also provide taxation advice. It is not legal to charge a service fee for such services without active registration. Holding registration means we have met and continue to meet all experience, supervision and qualification requirements to provide services in the tax industry.


      Where are you located?

      We are located at 71A Wyndham St, Shepparton VIC 3630.


      How do I contact you?

      You may call us on Phone (03) 5831 2466