Business Details
Expert Financial Advisers for Your Future
Solutions to Financial Health was established to provide a personal service combined with sound professional advice based on a thorough understanding of clients' circumstances, concerns, and objectives. With over 25 years of experience in the financial services industry, our team conducts extensive research and evaluates strategies to address client concerns and ensure their financial goals are met. We specialise in financial planning, insurance, superannuation, and retirement strategies, tailoring solutions to align with individual needs. Our approach prioritises client success, offering peace of mind through well-rounded financial plans that adapt to changing life circumstances.We are committed to simplifying financial complexities, using plain language to explain products and services without industry jargon. Licensed under Synchronised Business Services Pty Ltd and Resilium Pty Ltd, we ensure our clients receive comprehensive support and access to reputable insurance providers. By focusing on long-term relationships and continuous review of financial plans, we aim to empower clients to build and protect their wealth while enjoying life's journey with reduced stress and uncertainty.
Services
Financial Planning
Insurance Services
Superannuation Advice
Life Insurance
CTP Greenslip
Retirement Planning
Investment Strategies
Business Insurance
Trauma Cover
Income Protection
Highlights and features
- Over 25 years of experience in financial services
- Client-centric approach prioritising individual goals
- Comprehensive range of financial and insurance solutions
- Simplifies complex financial products with plain language
- Personalised service from experienced advisory professionals
Associations and certifications
- Synchronised Business Services Pty Ltd AFSL 243313
- Resilium Pty Ltd AFSL 232703
Services
Financial Planning
Our financial planning services help clients evaluate their financial situation, set achievable goals, and develop strategies for long-term wealth growth. We assess individual circumstances to recommend tailored solutions, including investment strategies, retirement planning, and risk management. With over 25 years of experience, we simplify financial complexities and provide ongoing support to adapt plans as life circumstances change.
Insurance Services
We offer a comprehensive range of insurance solutions to safeguard clients' financial security. Services include life insurance, total and permanent disability cover, trauma/living insurance, and income protection. Our expertise ensures clients receive appropriate coverage at competitive prices, with clear explanations of policy features to help them make informed decisions about protecting their assets and loved ones.
Superannuation Advice
Our superannuation advice helps clients optimise their retirement savings through strategic contributions, fund selection, and transition-to-retirement planning. We provide guidance on government benefits, pension options, and tax-effective strategies to maximise retirement income while ensuring compliance with regulatory requirements and personal financial goals.
CTP Greenslip
We provide CTP Greenslip insurance for vehicle owners, simplifying the process of purchasing mandatory third-party coverage. Our service offers competitive premiums, obligation-free quotes, and assistance with policy selection based on individual driving circumstances. We facilitate electronic payment notifications to the Roads and Maritime Services for vehicle registration purposes.
Investment Strategies
Our investment advisory services focus on creating diversified portfolios aligned with clients' risk tolerance and financial objectives. We analyse market opportunities, recommend suitable investment vehicles, and provide ongoing portfolio reviews to ensure optimal performance. The goal is to help clients grow their wealth efficiently while managing potential risks.
People
William Jackson
Founder & Senior Financial Adviser
William Jackson has 25 years of experience in financial services, specialising in financial planning and insurance solutions. He founded Solutions to Financial Health to provide client-focused advice based on thorough understanding of individual circumstances and long-term financial goals.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning services including retirement planning, investment strategies, superannuation advice, life insurance, and risk management solutions tailored to individual goals.
How can your team help with insurance needs?
Our team offers a wide range of insurance products, including life, disability, trauma, and income protection policies, with expert guidance to ensure appropriate coverage at competitive prices.
Are your financial advisers experienced?
Yes, our advisers have over 25 years of combined experience in financial services, holding relevant licenses and affiliations with regulatory bodies to provide professional, trustworthy advice.
Can you assist with CTP Greenslip insurance?
Yes, we offer CTP Greenslip insurance with obligation-free quotes, competitive pricing, and assistance navigating policy options for mandatory vehicle coverage.
How do you tailor financial plans to individual needs?
We conduct detailed assessments of client circumstances, goals, and risk profiles to create customised financial plans that adapt to changing life situations and priorities.
What areas do you service?
Based in Wentworthville, NSW, we provide financial services to clients across Australia through in-person, phone, and online consultations.
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