Watzdorf Financial Planning

Watzdorf Financial Planning

Providing confidence for your future. Do you need a clear plan to help achieve your financial goals? Do you want to reduce your debt and maximise your cashflow?

Are you unsure of how much money you will need for retirement? Do you earn a reasonable income, but can’t seem to get ahead? If you answered “yes” to any of these questions, Watzdorf Financial Planning can help you! By meeting with one of our professional financial advisers, your first steps to realising your financial goals have begun. We can help you with tax-effective investing; planning for a

21/06/2024

Have you seen the newest addition to our reception area, The Book Nook?

The Book Nook is a book exchange where anyone may take a book and leave a book. The little library is completely free and you are invited to take a book home to read and drop one in for someone else to enjoy. So, next time you’re in the office, why not bring in a book to share and/or take a book home!

HOW IT WORKS:

📚 TAKE A BOOK
If you see something you would like to read, take it.

📚 GIVE A BOOK
Leave books which you no longer read for other book lovers to enjoy.

📚 SHARE A BOOK
Return your book or pass it on to a friend, neighbour or relative. Pay it forward!

📚 IMPORTANT NOTE
By adding a book to The Book Nook, you are relinquishing ownership of it and we are unable to guarantee that the book will ever be returned to our premises. Books shared may contain adult language and/or themes and we hold no responsibility for the books on offer or their contents.

02/06/2024

Our Winter 2024 issue of The Adviser is out now!

In this special travel edition:
• Important End of Financial Year Dates
• UK and Europe Travel Tips Based on Your Travel Type
• 10 Useful Travel Tips for First-Time Travellers
• One on One with Marcus Rautenbach
• Plus all the regulars

You can read your FREE copy here: https://bit.ly/3Kohkvg

11/05/2024

To everyone who hears “mum”, “muuuuuuuum”, “mummy”, “ma”, “mother”, “mama”, “mutter”, “maan”, “okaasan”, and “mami” daily; to all the grandmas, nanas, nans, omas, nonnas, yayas, nannys, avós and vovós; to all the caregivers and motherly influences in our lives; and to those who are no longer with us who we remember on this special day, we say:

THANK YOU. LOVE YOU. HAPPY MOTHER’S DAY!

05/05/2024

In a classic Monday morning move, our phones are currently down. We hope to have the issue resolved shortly.

In the meantime, please contact us via email at [email protected] or via your adviser's mobile.

24/04/2024

They shall grow not old, as we that are left grow old;
Age shall not weary them, nor the years condemn.
At the going down of the sun and in the morning;
We will remember them.

05/04/2024

In the wee hours of tomorrow morning, daylight saving comes to an end. While the days may be shorter (boo!), it also means we get an extra hour of sleep tonight (woohoo!). So be sure to "fall back" and turn your clocks back one hour before heading to bed tonight.

25/03/2024

🎁🎈🎂HAPPY BIRTHDAY, WERNER!🎂🎈🎁
Today, we wish the happiest of birthdays to Werner! We hope you have an amazing day!

AWL Giving Day 21/03/2024

AWL Giving Day Become an animal welfare legend and raise funds to ensure animals can continue to find their forever homes.

12/03/2024

Do you need a clear plan to help achieve your financial goals? Are you unsure of how much money you will need for retirement? Do you want to reduce your debt and maximise your cash flow? Do you earn a reasonable income, but can’t seem to get ahead? If you answered ‘yes’ to any of these questions, then we can help you!

Simply call our office on (08) 8361 3368 today to book a first appointment with either Werner or Manuela.

‘Providing confidence for your future’

01/03/2024

Today, we are excited to launch one of our new features, Book of the Month. On the first of each month, we will showcase a book that one of our team has read and loved. We hope our selections take you on a vivid journey, broaden your minds, inform and entertain you or simply inspire you to spend a bit of me time indulging in a great book.

📚 March’s Book of the Month: Pru and Me: A Love Story by Timothy West 📚

“A heart-warming, first-hand account of one of the most celebrated marriages in the history of British entertainment.

After first meeting over sixty years ago while filming a costume drama for the BBC, Prunella Scales and Timothy West have enjoyed a partnership like no other; from appearing together in hit sitcoms to bringing up two children, they have chalked up an almost endless list of professional triumphs.

In this book, Tim traces their united steps through life professionally and personally, and covers the highs and lows of caring for Pru since her dementia diagnosis, twenty years ago. As with all things in life, she and Tim have tackled it together, often with a glass of wine in hand and almost always with a smile.”

3.5/5 as chosen by Darren

Words and imagery via Penguin Books Australia

29/02/2024

Our Autumn 2024 issue of The Adviser is out now!

In this edition:
• Losing A Loved One
• Five Things To Consider If You're Retiring This Year
• The Wedding Plan
• Plus all the regulars

You can read your FREE copy here: https://bit.ly/48EoBka

24/12/2023
04/12/2023

Our special bumper 20 page Christmas issue of The Adviser is out now!

In this edition:
• Operation Santa 2023
• A special Christmas Q&A with the WFP team
• Give More At Christmas Without Buying
• Ultimate Christmas 2023 Gift Guide
• Even more recipes and puzzles
• Plus all the regulars

You can read your FREE copy here: https://bit.ly/3uQzLUH

04/10/2023

Today, RSPCA South Australia is holding their ‘Give to Get Them Home’ appeal. From now until midnight tonight, every donation is automatically DOUBLED thanks to generous matching partners.

Donations will ensure the RSPCA can continue their vital work to rescue, recover, rehabilitate and rehome animals to give them a second chance at a happy life.

Doubled donations are for TODAY ONLY, so dig deep and give whatever you can afford - every dollar helps!

Donate online: https://bit.ly/2023-get-home
Donate via phone: 1300 777 221

29/09/2023

It is that time of the year again when we sacrifice an hour’s sleep (and the curtains, won’t someone please think of the curtains!) for the glory of more sunshine and longer days as Daylight Saving arrives. So before you head to bed tonight, don’t forget to 'spring forward' and move your clocks ahead one hour.

02/09/2023

To all the dads, stepdads, grandpas, and male carers and caregivers out there, the team at Watzdorf Financial Planning wish you all a very Happy Father's Day!

31/08/2023

Our Spring 2023 issue of The Adviser is out now!

In this edition:
• Planting the Seeds of Wealth in Spring
• Dealing with Redundancy
• Young and Broke? There's Another Way
• Plus so much more!

You can read your FREE copy here: https://bit.ly/45CMibZ

14/05/2023

To all the mums, stepmums, grandmas and female carers and caregivers out there, the team at Watzdorf Financial Planning wish you all a very Happy Mother's Day!

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Watzdorf Financial Planning

Telephone

Address


Norwood, SA

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm