"Welcome to our website. Beyond Wealth Financial Planning is committed to providing its clients with quality financial advice and superior service based on their individual needs and requirements."
 

Our website is designed to give you a real sense of who we are and how we like to do business. Feel free to browse and please let us know if you have any queries or if we can assist you.

Personally tailored financial solutions

Our qualified and experienced wealth advisors work with their clients to build and protect their wealth. They develop personally tailored financial strategies that meet each individual client's needs and goals. To arrange a complimentary appointment today, click here.

Our services

Beyond Wealth Financial Planning has the knowledge, experience and skill to provide you with tailored advice to optimise your current financial situation and to achieve lifestyle objectives. Our services include Strategic financial planning advice; Wealth generation; Retirement planning; Superannuation and account based pensions; Tax planning; Cash flow management; Redundancy management; Risk management/insurance; and Estate planning.

Free of ties

Beyond Wealth Financial Planning is an independently owned and operated advisory firm, free of ties to any financial institution. This is a significant benefit for our clients as our advisors are able to provide you with advice you can trust, advice that is the most suitable based on your personal needs and goals.

Education, skills and integrity

Beyond Wealth Financial Planning ensures that all its advisors are professionally trained to the highest industry standards in education, skills and integrity. Our long-term client relationships are built upon trust, expertise and experience.

Request

For an obligation free meeting with an experienced Beyond Wealth Financial Planning Advisor, call today on 02 4956 6659 or email us.

Accreditation

Rosemary Salway, the owner of Beyond Wealth Financial Planning, is licenced by Quantum Financial Services Australia Pty Limited ('Quantum'). Quantum holds a national Australian Financial Services Licence (AFSL 239200), is a principal member of the Financial Planning Association of Australia (FPA) and all of our advisers are bound by the FPA’s strict Code of Ethics and Rules of Professional Conduct.