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Introducing Eastwoods Wealth Management


One of the many advantages of being a United Community member is the comprehensive range of services and products we are able to offer you throughout Australia.

In the past, members in Western Australia have been able to take advantage of financial planning services from external consultancy, Bridges. We are delighted to announce that we now offer our own financial planning advisory service in Western Australia, through Eastwoods Wealth Management, a wholly owned subsidiary of Community CPS Australia also the parent company of United Community.

Eastwoods Wealth Management was established in 1988 and specialises in providing advice on financial planning, superannuation and personal risk insurance services for both individuals and the business community. Eastwoods Wealth Management is a principal member of the Financial Planning Association of Australia (FPA).

All Eastwoods Financial Planners are representatives under the Eastwoods Wealth Management AFS Licence and are members of the FPA.

South Australian members have enjoyed success with Eastwoods for some time. The Eastwoods team has consistently delivered significant financial results, and has in access of $307 million in Funds under Advice on behalf of members.

Eastwoods Wealth Management represents an exciting extension to services currently offered. Some of the great benefits now available to members in Western Australia include…

  • A dedicated financial planner in the Perth area, Rick Del Fante.
  • Expertise in providing advice on all financial planning related issues and personal risk insurance.
  • Advice and recommendations on various investment strategies. We do not have our own managed fund products, so you can be sure that our advice on placing your funds is balanced.
  • Ongoing commitment to high quality advice and exceptional service.
  • A strong focus on building relationships to help members develop wealth creation plans for the future.

Rick is the first of a number of financial planning and support staff that we intend to appoint over the next six months.

To find out how our Financial Planners can assist you, contact Eastwoods Wealth Management on 9382 0457 or visit the Eastwoods website.

     
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