Contact Us
Wodonga Office: (02) 6059 0555
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Contact Us
Wodonga Office: (02) 6059 0555
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Quadrant Financial Planning Wodonga is a regionally based financial planning business with an office in Wodonga that maintains a close knit family feel, whist being licensed to one of Australia’s leading private financial services licensees Capstone Financial Planning.
Capstone is privately owned and operated organisation, which means they are not owned by a bank, fund manager or other financial institution. This allows Quadrant Financial Planning to offer tailored and flexible solutions to our clients, and to ensure that we act in their best interests.
Currently Quadrant Financial Planning Wodonga manages over $190 million in clients funds. We offer our clients a wide range of experience and understanding in all areas of Personal Superannuation, Corporate Superannuation for employers, Self-Managed Superannuation Funds Advice and Administration (SMSF’s), Retirement Planning, Investment Planning, Direct Shares – Buying and Selling, Savings & Wealth Creation strategies, Salary Packaging Advice, Risk(Personal Insurance) protection, Estate Planning Considerations, Mortgage lending and Centerlink advice & maximization strategies and Specialist Aged Care Advice.
Quadrant Securities Wodonga Pty Ltd ATF QS Wodonga Unit Trust (CAR No. 1261334), are Corporate Authorised Representatives of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No. 223135.