Bill Waller to offer financial advice services in Port Macquarie -late 2024
Bill Waller is thrilled to be planning to offer financial advice services in late 2024.Date TBA
ABOUT BILL WALLER CFP® GAICD
After a 21 year career in the Australian Defence Force and now well into a lengthy second career, Bill Waller has been associated with and involved with the financial advice profession for almost 25 years. Bill Waller has significant experience in founding, owning and operating successful financial advice businesses with great client outcomes associated with sound and trusted strategic financial planning advice. Bill Waller is also a long standing Graduate Member of the Australian Institute of Company Directors. Finally, Bill Waller is also a very long standing member of the Financial Advice Association Australia (formally the Financial Planning Association of Australia (FPA)) having been a member since 2000.
Over the years Bill Waller has become extremely well known for his practical, sensible and trusted strategic financial advice and financial planning services to clients all over Australia, including both face to face and remotely. Bill Waller also has a very strong track record of maintaining solid financial advice relationships with clients spanning decades. You should expect to experience a refreshing and down to earth approach to financial advice and financial planning when dealing with Bill Waller in the future.
Bill Waller is absolutely thrilled to have founded The Financial Advice Group in early 2024 in preparation for offering financial advice and financial planning activities in Port Macquarie. You may wonder why Bill Waller founded The Financial Advice Group and the answer is pretty simple: Bill Waller knows from his extensive experience that the need for trustworthy and quality financial advice and financial planning services in Australia has never been greater and Bill Waller also knows he has the skills and experience to cost effectively deliver important strategic financial outcomes for clients. Bill Waller also knows that superannuation plays a very important role in retirement planning and there is no substitute for extensive experience and wisdom in this complicated area.
Bill Waller has a special interest in financial advice and navigating the significant complexities of superannuation and retirement planning, and building long term client relationships.
The Financial Advice Group was founded by Bill Waller to be a family business and the core values of a small family business continue to drive every decision made. Financial advice and financial planning services will be provided by Bill Waller in Port Macquarie under the banner of The Financial Advice Group and will be primarily aimed at those 50+. Bill Waller will deliver tailored and cost effective financial advice and financial planning services in Port Macquarie that meet and exceed expectations via Bill Waller's down to earth and sensible approach to financial advice and financial planning services.
Bill Waller believes very strongly that the financial advice and financial planning opportunities for the over 50's who are planning for retirement are extremely significant, and it is a chapter in most people's lives that should be embraced and taken advantage of to ensure strategic opportunities are not missed.
The goal of financial advice and financial planning services offered by Bill Waller will be to cost effectively improve your financial future for the better. Bill Waller is committed to working with appropriately financially resourced people who are ambitious and motivated, and want to be successful!
Anyone with more than $500,000 of investible assets or earning an income of more than $200,000 per annum will potentially be well suited to services to be offered by Bill Waller in the future, and receiving financial planning and financial advice services remotely from Bill Waller when services commence will potentially be an option. Bill Waller has a special interest in navigating the significant complexities of superannuation and retirement planning, and building long term client relationships.
If this sounds like the type of assistance you need and would value, then get all of your information together and commit to make contact with Bill Waller to explore what's possible! You know it's time to get things done and Bill Waller will ensure that happens.
Visit www.billwaller.com.au to find out more about Bill Waller CFP® GAICD who has been involved with the financial advice profession for almost 25 years.
We'll have a lot more to say about Bill Waller when Bill Waller starts offering and delivering financial advice and financial planning services in Port Macquarie in late 2024 (start date indicative only and subject to change).
Bill Waller | Financial Advice | Bill Waller | Port Macquarie | Bill Waller | Financial Adviser| Bill Waller | Financial Planning | Port Macquarie | Bill Waller | Port Macquarie | Bill Waller | Superannuation | Retirement Advice | Bill Waller | Bill Waller Website www.billwaller.com.au
Bill Waller CFP® Testimonials
We'll have lots of Bill Waller testimonials to share in late 2024 so look out for these when Bill Waller starts offering financial advice services in Port Macquarie.
Bill Waller has been in the financial advice profession for almost 25 years and Bill Waller has many testimonials from very happy long-standing clients.
Useful Links Provided By Bill Waller CFP®
Bill Waller is very confident you will find the following links useful so check them out:
https://moneysmart.gov.au/how-super-works/superannuation-calculator
https://moneysmart.gov.au/retirement-income/account-based-pension-calculator
https://moneysmart.gov.au/grow-your-super/super-contributions
https://moneysmart.gov.au/how-to-invest/environmental-social-governance-esg-investing
https://www.mlc.com.au/personal/retirement/super-and-retirement-rules
https://moneysmart.gov.au/financial-advice/financial-advisers-register
https://www.amp.com.au/insights-hub/blog
https://www.challenger.com.au/personal/happiness-index?pid=iw_br_c_Happy_1321HappinessinternalLP_df_
Bill Waller | Port Macquarie | Bill Waller | Financial Advice Port Macquarie | Bill Waller | Financial Adviser
Volunteering in the local Port Macquarie Community
Bill Waller is a member of the Rotary Club of Port Macquarie Sunrise. The Rotary Club of Port Macquarie Sunrise is a large, vibrant and very welcoming Rotary Club in Port Macquarie with a diverse range of members that undertake a significant number of important community projects.
Looking to volunteer in your local community?
Why not consider volunteering with a global organisation like Rotary where you can make a real difference alongside the other 1.4 million Rotary international members?
Contact Us To Explore What's Possible!
Until Bill Waller starts offering services, email is the best way to contact Bill Waller.
Bill Waller looks forward to meeting you in person to explore what's possible when he begins offering financial advice and financial planning services in Port Macquarie in the future!
Bill Waller will aim to make any future meeting and ongoing financial advice relationship with you an epic and valuable experience! www.financial-advice.au
