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Welcome to World Square Financial Services
Your important first step towards managing your financial future.

Are you building and protecting your wealth to improve your lifestyle? Purchasing a home or investment? Trying to minimise your taxation, or planning for retirement? We will assess your situation to assist you in managing your finances. Seeking our professional advice will be the most important first step in meeting your specific goals and objectives.

Providing highly skilled professional advice, we are well-versed in the latest changes to legislation and have intimate knowledge about financial strategies and structures and how they can be tailored to benefit your situation. We are a boutique firm that offers straightforward advice specifically designed for you.

Areas that we specialise in:

  • Wealth Creation & Accumulation
  • Wealth Protection
  • Taxation Structuring
  • Budgeting
  • Debt Management
  • Superannuation & SMSF
  • Retirement Planning
  • Aged Care & Aging Comfortably
  • Estate & Succession Planning
  • Government Benefits
  • Business Succession Planning

 
  • "I forgot." "No one told me."
    "That's not my job."

    You don't want to say it.
    You don't want to hear it.

    You want initiative.
    You want to be inspired.

    "If you do a job, do it right or
    there is no point."

    Cal Ripken, Jr. (1960 – )
    Hall of Fame shortstop and third baseman


  • "Viz. "
    Abbreviation of Videlicet

 

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Suite 46, Level 5, 650 George Street, Sydney NSW 2000. T: (02) 8666 0200 F: (02) 8666 0201 E: info@adviser.com.au
   
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