Financial Planning

Statewide Assets Capital Management - Building your wealth


We will work with you to articulate your life's vision.  Together we will develop your strategies and the right roadmap for you to get there.  We have proven over and over again how working in partnership with our clients can deliver instant peace of mind - this comes from knowing where you are at, where you going and how you are going to get there.


'You don't have to be wealthy to invest. But you do need to invest to be wealthy'.  Regardless of where you are in life, a sound financial plan can help you to realise your goals sooner.  Whether you’re buying your first home, looking to invest in property or shares, or planning for retirement, the benefit of financial advice from a qualified professional can be life changing.


While many of us are familiar with managing household budgets, mortgage repayments, the kids’ school fees and paying bills, investing in your future (and looking after any dependents along the way), can be a fairly complicated path to navigate.  There are various taxation implications and risk factors associated with different investment structures, so it’s important to understand these considerations before making any significant investment decisions.

What may seem like an attractive investment proposition in the short term could have significant and adverse consequences in the long-term.


This is where we can help. At Statewide, we take a holistic approach to financial planning. We take the time to get to know you, understand “the big picture” and your lifestyle goals for the future.  During our forty years of helping people, we’ve come to realise that it’s not all about money.   Sure, money is important, but making sure you have a comfortable lifestyle in retirement, your assets are protected and any dependents are looked after long after you’re gone is often more about structuring your affairs appropriately rather than your bank balance.   


To find out more about how we help people just like you, every day, please feel welcome to contact us.