Office Location:
Australia Square Plaza Building,Level 5,95 Pitt Street,Sydney,New South Wales,Australia
Introduction:
WT Financial Group Limited provides a range of financial services. It operates through two segments, Financial Planning, Investment Advice and Product Sales; and Accounting and Taxation Services. The company offers financial advice solutions, such as financial planning, retirement planning, superannuation, taxation management, and debt structuring and management; and investment advice solutions, including managed funds, direct equities, direct property investments, superannuation investments, and other investments. It also provides risk management services comprising risk assessment, personal insurance, business insurance, and estate planning; and tax and accounting services financial reporting, taxation management, tax return preparation and lodgement, SMSF specialist, and corporate compliance, as well as offers e-books and education services. The company was formerly known as Spring FG Limited and changed its name to WT Financial Group Limited in November 2019. WT Financial Group Limited was incorporated in 2014 and is headquartered in Sydney, Australia.