Welcome to Beyond Wealth Financial Planning
"Beyond Wealth Financial Planning is a Self Managed Super Fund (SMSF) Specialist advisory firm committed to providing its clients with quality financial advice and superior service based on their individual needs and requirements. Servicing Newcastle, Lake Macquarie, Sydney, Hunter Valley and surrounding suburbs."
Rosemary Salway is an accredited SMSF Specialist AdvisorTM
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.
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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.
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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.
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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. Rosemary Salway is an accredited SMSF Specialist Advisor
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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.
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Request
For an obligation free meeting with an experienced Beyond Wealth Financial Planning Advisor, call today on 02 4956 6659 or email us.
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