Strengthen Your Financial Position

Financial planning services, provided by Aware Financial Services Pty Ltd and William Pintainho, as authorised representatives of Synchron, ¬†AFS Licence No. 243313, ¬†involves developing comprehensive and effective strategies to strengthen your financial position, security, and ensuring your “realistic” financial goals can be reached. These strategies provide a separate source of wealth and income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a four-stage service in financial planning that includes:

  • Initial financial advice meeting – why are you seeking our help and what are your objectives?
  • What we recommend that you do about it (Statement of advice). This includes identifying risks and appropriate insurances to protect you.
  • How we are going to do it (i.e. Initial implementation of the advice).
  • Ongoing management to ensure that you are satisfied that both the advice and actions are taken to meet your objectives.

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.

Don’t take unnecessary risks with your future! Allow us to help guide you towards achieving your financial goals and lifestyle objectives.

For financial planning services please download William’s adviser profile (ASIC number #250665) from here.

Please download and read our Full Financial Services Guide.

Note: The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation, or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances.

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