EWL & Associates Financial Services
Our mission is to develop lasting relationships with our clients; secured by trust, personalised service and professional advice. Our aim is to be your ‘ideas factory’ over the course of your financial journey… so that you can turn our insights into financial success.
Welcome to EWL Financial Planning Our mission is to develop lasting relationships with our clients; secured by trust, personalised service and professional advice. Our aim is to be your ‘ideas factory’ over the course of your financial journey… so that you can turn our insights into financial success. Our Promise Your business is important to us, which is why we promise the following: To always be an honest and professional business practice To always deliver friendly caring service To be proactive about your situation To regularly review your financial situation at intervals to best suit your circumstances To keep you informed To always place your needs ahead of our own To only ever be a phone call away To ensure you always know exactly what to expect from us To listen to your feedback To continue upholding the industry code of ethics To commit our knowledge, experience and resources to the achievement of your goals Our Niche No matter where you are in life, EWL Financial Planning can help. However, one area in which we specialise is ‘Aged Care’. We are able to provide tailored advice for the elderly looking to enter, or already within, retirement villages and aged care accommodation. We can help you through the maze, our services include: Maximising government entitlements e.g. Age Pension Minimising accommodation fees & charges Improving cash flow Accommodation affordability Discussing the best financial options available Estate planning considerations. The first appointment will be at our expense and is without obligation.
Address: Suite 3.01, 247 Coward Street, Mascot NSW 2020 Australia
Phone: +61 2 9317 2477
FAX: +61 2 9317 2466
