Financial Advice to grow and protect what’s important.
FINANCIAL PLANNING
We offer financial solutions and considered investment options that align with your unique set of values, personal goals and risk appetite. Our bespoke approach to asset allocation and asset management is tailored specifically to your individual needs.
At Ward & Co Wealth, we are committed to serving your existing financial needs, as well as your long-term wealth aspirations. We hope to forge an authentic, enduring relationship in order to allow you to achieve your financial goals and to create the life you envision.
INSURANCE
As well as seeking new opportunities for wealth creation, we also help to protect your existing assets and safeguard the financial well-being of those closest to you. Choosing the right insurance can be crucial to ensuring that you and your loved ones are looked after financially. We take the time to understand your objectives and work with you to protect your interests.
As life changes, so do your insurance needs. That is why it’s important to review your cover as your situation changes. We’re here to help you understand your options.
Core Values
Integrity
We place the highest emphasis on honesty and always act in your best interest. With no ties to any financial institution, we are positioned to provide you with financial advice you can trust.
Commitment
We hope to forge an ongoing partnership in order to build, maintain, and protect your wealth over the long run. We watch over your financial interests, so that you can spend more time doing what you love.
Excellence
We are passionate about achieving excellent outcomes. We are intelligent and disciplined in our approach and offer open and frank communication. We take a deeper look at your planning and investment needs to craft unique, cutting-edge strategies to help you reach your goals.
The Difference at Ward & Co. Wealth
WE HELP GROW AND PROTECT YOUR BUSINESS AND PERSONAL WEALTH.
People First
We put you first. We actually care and we love what we do. We want to build authentic and enduring relationships.
Transparency
Our fees are clear and transparent. We provide a financial planning proposal that clearly states what we will do and how much will be charged.
Privately Owned
We are a privately owned, boutique wealth management firm. We are not aligned with any bank. The financial advice we give is tailored to you as an individual in order to serve your best interests.
Review
We review your financial situation. We understand that personal circumstances change, financial goals change, and so does legislation. Our on-going service provides accountability and monitoring. We review your strategy to ensure that you stay on track to enjoy a better financial future.
Strategic Solutions
By investing the time to understand your perspective, passions and aspirations, we develop the most effective strategy tailored to your specific goals.
Network
We give integrated advice with a network of exceptional professionals who excel in their field, including Accountants, Mortgage Brokers, General Insurance Brokers and Estate Planning Lawyers.
What People Are Saying
“For a number of years our family and extended family have been extremely pleased with the level of support given to us by Tim Ward. His efficiency in presenting our options and being readily available to us in communicating our position has been very gratifying.”
— K &M Kearns
“I have used Tim for a number of years for my personal insurance and financial planning. Tim has gone above and beyond his duty as my Financial Advisor. I would highly recommend Tim and his professional services. I recommend Tim to many of my colleagues, family and friends.”
— D Barden
We can’t wait to meet you
Ward & Co. Wealth
BRISBANE OFFICE ADDRESS
Level 1, 1024 Ann Street,
Fortitude Valley
QLD, 4006
Ph: (07) 3854 2333
Fax: (07) 3607 3899
POSTAL ADDRESS
Locked Bag 6
Fortitude Valley
QLD, 4006