Schedule an initial consultation with one of our experienced advisers. We will listen to your goals and determine how we can best help.
Office Address
Level 3, 3 Rawson Street
Wollongong NSW 2500
Phone
Postal Address
PO Box 815
Wollongong NSW 2520
Making Appointments
Phone our office and one of our Client Service Officers will schedule a meeting with an adviser.
Allow 1–2 hours for your first meeting. A consultation fee of $550 applies and there is no ongoing obligation. During this time, we will discuss your objectives, gather information about your circumstances, and determine whether we are the right fit for each other.
SWA Financial Planning values your questions, so please feel free to use the form below and we'll be in touch shortly.
To enable us to connect you with the most appropriate financial adviser, please provide some basic information below.
If you'd like an indication of fit before getting in touch, you can complete our 10-question Client Suitability Quiz.
Take the Client Suitability QuizIf you've completed our Client Suitability Quiz, you're welcome to reference your results when contacting us. Once your enquiry is submitted, we will be in touch to discuss appointment options.
