Financial Planning
Ward Goodman has been offering trusted financial planning services for decades to meet your financial goals. Ward Goodman offers a range of business services including accounting and financial reporting, audit, corporate taxation and financial management. We work with small local business through to large corporates, groups and subsidiaries of global enterprises.
5/5
Financial Planning
Your Ward Goodman financial planner will be your guide to help you achieve your financial goals. Whether you are looking at growing and investing your wealth or protecting your family or business we can advise and use whole of market solutions. We also provide specialist tax advice and management to support your plans.
“Independent financial advice is essential to ensure your short and long term financial security“
Ward Goodman
Services We Offer
Ward Goodman offers a range of business services including accounting and financial reporting, audit, corporate taxation and financial management. We work with small local business through to large corporates, groups and subsidiaries of global enterprises.
The value of financial advice
Throughout our lives, we are all likely to face the need to take financial decisions that can have a major impact on our wealth. Whether you’re buying your first home, becoming a parent for the first time, investing for the future, or about to retire – a carefully thoughtthrough financial plan can make a positive difference, throughout your life – no matter what stage you’re at.
Davina does a great job and has done for the many years that she has worked on our account
ward goodman onboarding process.
Ward Goodman has a simple but effective onboarding process making this hassle free for you.
STEP 1
Referral from client, introducer or from website
STEP 2
Initial meeting is arranged at one of our offices and this is without cost or obligation
STEP 3
Meeting held to find as much information as possible and quote sent to client, which contains engagement terms.
STEP 4
Client accepts terms and billing and services automatically set up. Client details put on to our software.
STEP 1
Referral from client, introducer or from website
STEP 2
Initial meeting is arranged at one of our offices and this is without cost or obligation
STEP 3
Meeting held to find as much information as possible and quote sent to client, which contains engagement terms.
STEP 4
Client accepts terms and billing and services automatically set up. Client details put on to our software.
Book a Meeting
If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.