Welcome to Mort Wanger Financial Services
Effective financial planning is an invaluable process used to help you set and meet realistic life and financial goals through proper management of your finances. Your financial independence and future quality of life are vital issues that should not be left to chance. Mort understands this and can help you secure your future by providing tailored financial strategies designed to create and preserve wealth, protect against risk along the way and even plan for your estate.
Service Offering
Mort is an experienced and well respected financial adviser who has been providing clients in the Bundaberg region with sound professional advice since 1985.
Areas of advice expertise include:
Savings and Investment
Superannuation and Self Managed Superannuation
Retirement and Income Streams
Risk Management and Insurance
Salary Packaging and Salary Sacrifice
Redundancy and Retrenchment
Centrelink
Mort provides quality personalised financial advice delivered according to your personal circumstances:
- Targeted single issue advice
- Full-service holistic bespoke advice
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Contact Us
For more information please click here to view our website. Alternatively, you can submit your contact details and a staff member will assist with your enquiry or if you would like to discuss your situation you may call Mort directly on (07) 41535558.
We look forward to hearing from you.