About WCG Financial Solutions Pty Limited
Established in 2016, WCG Financial Solutions Pty Limited (WCGFS) is a privately owned and managed licensee in the Australian financial services marketplace, offering a wide range of financial products and services with diverse capabilities.
Product restrictions and investment constraints through previous bank or institutionally owned Licensees meant that we had a limited capacity to provide tailored financial planning strategies to our clients. So after a combined almost 40 years in the financial services industry, the directors decided it was time to branch out on our own.
As your goal as an investor is to reach and exceed your financial objectives, our objective is to provide quality advice and planning to help get you there. We truly value the business relationships we have with all out clients and remain totally committed to helping our clients achieve their financial goals. The change to our own license however will assist us enormously with our operational efficiency and allow us to enhance both the way in which we support our clients and their families, and review the suite of services and solutions we are able to provide. Having our own license means we will be able to offer a broader range of investment and insurance options not previously available to us under other licenses.
For more information about our Licensee Click here to download Our Financial Services Guide.