Accounting and Finance
A & T Financial Advisers
Unit 2/24 Mercer Lane, Joondalup WA 6027
$250 off Retirement Plans
$250 off the statement of advice fee for retirement plans.Please advise you have a WA Seniors Card
A&T Financial Advisers are a financial planning company located in Joondalup, Perth
At A&T Financial Advisers our mission is to provide strategies to enhance your current financial, tax position and understanding on your journey to wealth creation. We pride ourselves on developing long-term cohesive relationships with our clients helping them achieve their financial goals and security.
This encompasses ongoing support mechanisms and advice to help our clients deal with any financial obstacles that may occur on the path to attaining their chosen financial future.
At A & T Financial Advisers, we believe that there is no "one size fits all" solution to financial planning and each person's situation is unique, therefore our approach comprises customisation and tailoring of our financial advice solutions to benefit the individual client specifically.
We offer the experience and backing of a large, institutional organisation, with the personal touch and client service of a boutique financial planning firm.
At A & T Financial Advisers, we provide advice on:
Superannuation (including Self Managed Superannuation Funds)
Age Pension Entitlements
Retirement Planning
Investments
Tax Planning
Estate Planning
Wealth Protection – Insurances including Life, TPD, Trauma & Income protection
Related & nearby business
Some helpful tips you might need
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Victoria Seniors Card Information
There are two cards available to seniors in Victoria, the Seniors Card and the Seniors Business Discount Card.
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Western Australia Seniors Card Information
Seniors Card To be eligible for the WA Seniors card, you need to be: Aged 63 years or above. An Australian Citizen or hold an Australian Permanent Resident Visa. Reside in Western Australia for more than half the year. Work less than 25 hours per week in paid employment.
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South Australia Seniors Card Information
Seniors Card Eligibility: You can apply for a South Australian Seniors Card if: you're aged 60 years or older you're a permanent South Australian resident you're not working more than 20 hours per week in paid employment (part-time and casual employees may average their hours over 12 months).
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