Financial Advice

At Appian Way we focus on three key areas;
wealth management, risk management and liability management.

Our experience has demonstrated that combining structure and strategy advice in these three key areas results in the most material benefit to our client’s circumstances.

T:  1300 277 929

Managing Wealth

We aim to develop a strategy and financial plan that can help achieve our client’s lifestyle goals and aspirations, because we deeply believe that not everything that counts can be counted.

Risk and return operate like railroad tracks. They run exactly parallel to one another. Anything that promises great return with little risk is sure to derail you. No matter how high or low the desired return, the level of risk runs parallel with it. If you want low risk and an even ride with few ups and downs, then you choose the track that will get you that. If you want higher returns, you must ride a rail with steeper ups and downs.

The question you must ask yourself: ‘What kind of journey do I want?’

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Insurance Protection

As a wealth adviser it’s important for us to not only help you create wealth through an effective financial plan, it’s also important for us to ensure that we help you protect that wealth, implement the plan and achieve the goals we’ve discussed.

Insurance is something that a lot of people want to ignore or avoid, and yet it’s essential for us to help protect the wealth creation plan that you’re working toward. So one of the questions we need to consider is what does your current insurance cover you for.

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Managing Debt

As Mortgage Advisers not only do we provide you with a market leading interest rate but we can also demonstrate strategies to pay off your loans quicker and become debt free. Our priority is to find a loan to match your needs, keeping it simple and hassle free.

Our specialist knowledge means we do all the research to help you choose the right loan. Our experience saves you time and money.

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Superannuation Advice

The heaviest load to carry into retirement is an empty wallet.

Choosing a super fund based on fees alone is a mistake. It has always been a mistake, and it will continue to be a mistake in the future. That’s because the headline fee doesn’t tell anything about the whole story. It’s a hypothetical figure that takes no account of your own situation or your needs.

To make a sensible choice, you need to know what the fees are for, what you want from your fund and what you’re prepared to pay for it – and that takes research.
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SMSF Advice

Superannuation can become the largest asset you own if managed well. A self-managed superannuation fund (SMSF) can help you take control of your accumulating wealth.

By choosing to manage your super through an SMSF, you are electing to take direct responsibility for both the selection and management of the fund’s investments as well as the compliance of the fund itself.  At Appian Way we provide comprehensive SMSF Accounting, Compliance and Administration services. We take care of the fund setup if you’re looking to establish a fund or if you have an existing SMSF we can assist you to transfer your fund to our service. We can handle the fund’s paperwork – tax returns, member contribution statements and the annual audit.

At Appian Way we provide comprehensive SMSF Accounting, Compliance and Administration services. We take care of the fund setup if you’re looking to establish a fund or if you have an existing SMSF we can assist you to transfer your fund to our service. We can handle the fund’s paperwork – tax returns, member contribution statements and the annual audit.

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Managing your wealth – Videos

Company Information

Appian Way Financial Services Pty Ltd ABN 98 159 029 179

133 Alexander Street
Crows Nest NSW 2065
Tel: 1300 277 929
Authorised Representative of AMP Financial Planning Pty Limited AFS License No. 232706

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