Financial Advice Home

Building wealth begins with having the right financial plan in place to save for the things you want and to grow your assets over time while still enjoying the lifestyle you love. A qualified Westlawn Wealth Adviser provides expert financial advice to help you create, grow and protect your wealth for you, your family and for future generations.

For financial advice on investments, superannuation and pensions, retirement planning, life insurance, moving into aged care and estate planning, talk to a Westlawn Wealth Adviser today. 

Investing to build wealth

Investing can help you build wealth over the medium to longer term.

Investment markets experience ups and downs. While you can’t eliminate all investment risk, you can reduce the risks of market volatility and reduce any potential losses on your investments over the longer term … with the right financial advice.

Personal insurance to protect your family’s wealth

How would you and your family cope financially if something unexpected happened to you or your spouse and you were no longer earning an income?

Personal insurance, such as life, disability and income protection, can help protect one of your family’s greatest assets … your earning capacity.

Planning for retirement

You work hard for many years so you can enjoy your lifestyle in retirement.

A Westlawn Wealth Adviser provides financial advice to help you retire sooner, make the most of your hard work and ensure your savings are invested to help you achieve the lifestyle you want to enjoy in retirement.

Moving into aged care for you or a loved one

With an ageing population and life expectancies increasing, the number of older Australians is expected to double over the next 20 years.

While great news, Australia’s increasing life expectancy means more Australians will require some form of aged care over the coming decades. A Westlawn Wealth Adviser can help with making the move into aged care.

Estate planning to pass your assets onto future generations

You’ve worked hard to build wealth over the years. Passing on your wealth to future generations should be an integral part of your financial plan.

Effective estate planning involves much more than simply having a current Will in place. With the right financial advice, you can pass your assets onto your loved ones in the right manner and at the right time.

Meeting with a Westlawn Wealth Adviser

Meeting with a Westlawn Wealth Adviser for financial advice is really quite simple.

Your first meeting is free and there is no obligation to proceed. Together, we’ll discuss your current financial situation as well as your future goals. We’ll then outline the financial advice we can provide to you, and the costs involved in providing that advice.

Call us today on 1300 WESTLAWN (1300 937 852)

... or send us a message and we’ll get back to you shortly.

3 + 4 = ?

  • Financial advice from a local name you can trust

  • Set your financial goals & achieve them

  • Feel more in control of your finances

  • Make the most of your money

  • Maximise any government assistance entitlements

  • Protect your assets for future generations

What our customers say about us

Callum was a pleasure to work with throughout the purchase of my first home, not only did he do all the research to ensure I was getting the best deal, his consistent follow up and attention to detail ensured a smooth and hassle-free experience and is a testimony to his character and commitment to his clients. I would have no hesitation in recommending him to anyone looking to obtain finance for buying their home or investment.

Joshua D.Customer of Callum McNeill, Westlawn Mortgage Broker

I would just like to thank Westlawn for always sharing Westlawn Race Day with your clients. I do not know of any other organisation that gives back to their community so generously. We always go and have a wonderful day. It is always fun to also catch up with old friends who we do not see during the year. Keep up the great work! Thank you.

Marilyn and Warren Powell

Dear Leanne & Liz, Thank you so much for your assistance with my parents financial affairs. As a newby to this scene of assisting my parents, you have be exemplary with your help. I really appreciate all you have done.

ChrisClient of Liz Maroney, Westlawn Wealth Management

Just wanted to thank you for organising everything so well for us. All of my financial arrangements are in place with MLC thanks to you and Belinda. My pension started last week and my salary sacrifice should start tomorrow with my employer. All going well. Your explanation of everything was excellent and easy to understand. Thanks again for all your help. It is much appreciated.

Name and address suppliedClient of Liz Maroney, Westlawn Wealth Management

Whilst I have the opportunity, I’d like to applaud Liz Moroney on her assistance to our family following the passing of our elderly mum and our beloved brother Robert. Thank you Liz, you gave us piece of mind during a terrible time.

JanClient of Liz Maroney, Westlawn Wealth Management

We would like to sincerely thank you for your efforts to help us with our lending proposition. As always, you handled the situation in a most professional manner and we really did appreciate the time and effort you put in.

Jan Dampney & Lyn Saggers

Just wanted to thank you for organising everything so well for us. All of my financial arrangements are in place with MLC thanks to you and Belinda. My pension started last week and my salary sacrifice should start tomorrow with my employer. All going well. Your explanation of everything was excellent and easy to understand. Thanks again for all your help. It is much appreciated.

MichaelClient of Liz Maroney, Westlawn Wealth Management

The Grafton District Services Club recently funded a major renovation of our Club premises through Westlawn Finance, Grafton. Their professional approach and ease of operation allowed for a smooth transfer of funds with a minimum of fuss. Westlawn could teach the big banks a lesson in communication with prospective customers and current customers.

Arthur F. LysaughtGeneral Manager – Grafton District Services Club Limited

Thank you for all you help in financing the new work ute. You were very friendly, whilst professional and made the matter stress free. I thought it was worth mentioning as it seems it is hard to get good service sometimes. So thank you!

Clinton and Jodie Green Bananacoast Waterproofing

I was in a bit of bother, the banks would not help me, and I was looking at losing everything. Westlawn Finance gave me a 12 month chance to get things sorted, which I did. Will be always grateful for their help in a difficult situation. Merry Xmas to all the staff especially Coffs Harbour.

Christine R

Liz is always willing to take phone calls with any queries I may have and responds to me as soon as possible. She will ensure she has all the facts prior to giving any recommendation to ensure the best possible advice is given for my specific situation. I trust in her ability to take care of my current and future needs and have absolutely no issue with recommending her to anyone who is seeking the advice of a financial planner.

Nancy CClient of Liz Maroney, Westlawn Wealth Management

I am truly thankful to you and the board at Westlawn for your patience and understanding over the last few years.  I don’t think anyone will ever know how stressful things have been. I am on the way back to where I once was and your support will never be forgotten. I hope that we can do business again in the not to distant future.

Nick S

I would like to pass on to you my appreciation for Mike Fayle of your Coffs Harbour branch. The level of professionalism and attention to detail displayed by Mike when processing my application for a personal loan was nothing less than outstanding. He is an absolute credit to your organisation, and in my opinion, indispensable. Please pass on my thanks and gratitude to Mike.

R Wake

Westlawn Wealth Adviser, Liz Maroney is a ...

General Advice Warning
The advice on this site may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice, tax and/or legal advice prior to acting on this information.
Past performance is not a reliable guide to future returns.
The information in this document reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue. In some cases the information has been provided to us by third parties. While it is believed the information is accurate and reliable, this is not guaranteed in any way. 
Opinions constitute our judgement at the time of issue and are subject to change. Neither, the Licensee or any of the National Australia group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this document.
Liz Maroney and Westlawn Wealth Management Pty Ltd ABN 32 124 861 409, Authorised Representatives of GWM Adviser Services Limited ABN 96 002 071 749, Australian Financial Services Licensee, 105 -153 Miller Street North Sydney NSW 2060.

Please note that GWM Adviser Services Limited is not responsible for the advice and services provided by Westlawn Finance Limited, Westlawn Insurance Brokers Pty Ltd, Westlawn Life Insurance Pty Ltd or Westlawn Business Services Pty Ltd.