We are a full service Financial Planning company that covers:-

•Superannuation Solutions
•Self Managed Super Fund Advice
•Retirement Planning
•Financial Protection
•Investment Advice
•Share Trading
•Portfolio Management
•Estate Planning


Our approach to providing you with advice is simple:-

Quality, appropriate advice that reflects the needs of our clients.

We provide our advice in conjunction with your accountant to ensure they are completely aware of your financial decisions and can also have input to the taxation component of your plan.

You decide how you pay for your advice. This is either done by paying an annual fee for the advice you receive (Fee for Service). This figure is determined between you and your adviser based on the level of advice required. Or you can pay a fee based on your funds under administration. Either way, its your decision.


AKW Financial Services Pty Ltd ACN 117 719 614 is an Authorised Representative of
Meritum Financial Group Pty Ltd ABN 93 106 888 215 AFS Licence 245569

Retirement Planning, Self Managed Superannuation, Investment Advice, Insurance - Life, Tpd, Income Protection.

Adams Kenneally White is located in the Tumut area of NSW. There are at least 6 other listings in the 2720 postcode area.

Accountants in NSW 2720

Number of Employees: 2-10