Good-Life Advisory - Geelong Avaliações 0

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Services: - Superannuation / Retirement planning - Personal insurance - Investment management - Tax planning / Debt management - Estate planning - Centrelink assistance / Aged care Advice Process: - Obligation free initial consultation - Fee proposal - Strategy modelling - Formal advice - Paperwork - Implementation The financial world is complex, and we strive for our clients to never miss an opportunity. We back our advice with the following studies: - Master of Financial Planning (Deakin University) - Bachelor of Commerce (Deakin University) - Certified Financial Planner (CFP®) - SMSF Specialist Adviser (SSA) - Trust & Estate Practitioner (TEP) Advice on Your Terms: Financial clarity shouldn't be a 9-to-5 hurdle. We offer nationwide remote support with extended hours until 8pm including weekends to fit your schedule. Lower Cost: By providing our services virtually or coming directly to you, we keep our overhead costs low. We pass these savings directly on to you - delivering the highest level of financial expertise at a much more accessible price. Built on Results: Grown organically through word-of-mouth and locally in Shepparton and Geelong. Our success has been directly tied to the success and peace of mind of our clients. Ver mais