Financial Planning

Watkins Taylor Stone also includes an established financial planning business with over 25 years experience. With client service a priority, we look forward to assisting you with your personal/business asset growth and protection needs.


About Us

We are located in Surry Hills, close to the Sydney CBD. We have access to a wide range of Investment and Insurance companies through our licensee, Apogee Financial Planning Limited, holder of an Australian Financial Services Licence numbered 230689.

Stuart Walls, Authorised Representative No. 242199, has over 30 years experience in financial services and holds an Advanced Diploma in Financial Planning. He is able to provide a tailored solution to your needs.

Our services

Personal Protection cover

  • Life Insurance
  • Total & Permanent Disability (TPD)
  • Critical Illness (Trauma)
  • Income Protection

Business Insurance & Succession Planning

  • Business expenses cover
  • Key Person revenue cover
  • Asset Protection
  • Buy/Sell cover for business equity holders

Personal Superannuation & Retirement Planning

  • Superannuation Investment Advice
  • Pension Investment Advice

Personal Investment Planning

  • Investment Advice

Financial Services Guide

Please click here

 

Related Documents

pdf Understanding Business Insurance

pdf Understanding Estate Planning

pdf Understanding Insurance

pdf Understanding Investment Concepts

pdf Understanding Retirement Income

pdf Understanding Superannuation

 

Contact


Telephone: 
Email: 
Facsimile: 
Street address:
Postal address:

 

 


02 9488 8300 
stuart@watkinstaylorstone.com.au
02 9488 8455
Level 2, 111-117 Devonshire Street Surry Hills NSW 2010.
PO Box 455 Strawberry Hills NSW 2012.

Watkins Insurance Brokers Pty Ltd | ABN 23 059 370 455 | Trading as Watkins Taylor Stone Authorised Representative No 242362 of: Apogee Financial Planning Limited | ABN 28 056 426 932, Australian Financial Services Licensee No 230689 |Apogee Registered Office at: 105-153 Miller Street North Sydney NSW 2060.