The Waterfall Way

The Waterfall Way represents a journey and a lifestyle, connecting people with where they want to be. It follows a traditional Gumbayngirr pathway linking families and their homes.
The quality of your journey is at least as important as the destination. The Waterfall Way is our philosophy for context and perspective when making business decisions and providing advice.

Our People

It is your money and your life. Always. Our expertise is found where these two elements interact.

Our Process

Every client situation is unique. Our service offer is individually tailored to match your needs.

Our Services

Consistent with our Financial Services and Credit Guide we are authorised to provide you advice in the following areas which we refer to as the ‘scope’ of our advice:

Credit Assistance

Cash Flow Management

Investments

Retirement/Longevity Planning

Superannuation

Insurance

Estate Planning

Aged Care

Tax Assistance & Planning

Our affiliations

You can tell a lot about us by who we associate with.

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What they say

Quick with an incisive brain, not only does Dacian make me laugh with his quick wit but he makes financial planning fun. Dacian has shared with me great insights on how to successfully systemise a financial planning business and how to run a professional and award winning financial planning practice in a regional centre (his office is the heart of Coffs Harbour).

In recognition of his leadership abilities, Dacian was elected the youngest ever President of the Boutique Financial Planners Association. In his role as leader, Dacian has the ability to diplomatically discuss confronting issues in various forums in a collegiate way. For a city boy, Damien (we sometimes call him Damien) has perfected the country persona. Mind you, with his martial arts skills I wouldn’t want to meet him in a dark alley. Degree qualified and holding the CFP professional qualification – a true professional… Read here.

CFP professional qualification

I never thought seeing my financial planner would be fun

Andrew

I am an experienced family financial manager and can state with confidence that WWA maintains scrupulous records, keep their clients in the loop at all times and certainly keep up to date as to investment advice and current economic trends

Nina

Experience the difference independent advice makes