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Our services

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Providing you with financial certainty and peace of mind

 

 When designing your financial plan, we aim to build a personal, trusting relationship and provide you with peace of mind that your financial strategy is on track. We offer a broad range of services designed to work together to meet your financial needs.

 

To help us provide this high level of service, we take the time to get to know our clients. The first step is to understand your goals, aspirations and current financial situation. Part of our process is conduct an in-depth analysis of your financial goals, attitude to risk and present financial position – including your income, assets, investments and liabilities.

 

Before undertaking any work, we will clearly explain the various steps involved in the financial planning process, as well as our fees and charges. We'll also take the time to answer all your questions. If you are happy to proceed, we will then begin working on a plan for you. If part of our advice involves recommending certain products, we will set out in writing our reasons for suggesting those products so you can ensure you are happy with our recommendations before proceeding.
 

Our broad range of services include:
 
  

 

Retirement planning
Investment

Start planning now and retire when you choose

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Make smart decisions to successfully grow your wealth

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Insurance
Specialist services

Protect your loved ones, your lifestyle and your business

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We can help with your complex business and personal finance needs, including business planning, estate planning, salary sacrificing, retrenchment and redundancy, and social security / Centrelink benefits

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Important Information
Financial Wisdom is responsible for financial planning advice provided by me as an Authorised Representative. Please refer to the Financial Services Guide (FSG) for the scope of my authority under Financial Wisdom. Financial Wisdom is not affiliated with nor does it endorse other business activities conducted by me.