Wayne W Lennan Financial Services was established in 1989 to help people plan and protect their financial future.  We specialise in personal financial risk assessment, advice and creating programs to meet the individual needs of our clients.

A Personal Financial Risk Assessment is vital to the success of any financial plan.  Wayne Lennan will help you assess your needs and objectives and devise a program that will give you a solid foundation to support your financial goals.

Using products such as life insurance, trauma insurance, income protection & TPD insurance we are able to create a comprehensive plan to protect your lifestyle and family.

All of our recommendations are based on 20 years of experience and are supported by thorough and up to date research.  We offer a complete service package from assessment, providing written advice, implementing recommendations and servicing your protection portfolio throughout every stage of life.

Our Service Package Includes:

• A full and comprehensive analysis to establish how we can help you meet the needs of your financial plans.
• A written assessment of your current situation and financial goals including a full risk assessment, strategies to limit risks and achieve your financial goals and product recommendations that will suit your needs and budget.
• Implementation of recommendations made.
• Access to a broad range of specialists to help with all aspects of your financial planning needs.
• Ongoing service of your protection portfolio to meet any changes in your situation or financial plans.
• Customer support from our dedicated administration team.
• Regular newsletters, client education programs and special events.
• Access to our client rewards program and special offers from other local businesses.

All product recommendations are supported by up to date and thorough research

SPECIAL OFFER - FREE  FINANCIAL NEEDS & OBJECTIVES ANALYSIS & REPORT

 For more information visit  www.waynelennan.financialwisdom.com.au

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*FINANCIAL WISDOM LIMITED

ABN 70 0060646 108

AFSL No 231138