Mort Wagner Financial Services

About

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 or

* Full-service holistic bespoke advice