I am a Financial Planner based in Ferntree Gully. I have over 13 years experience in the industry and I am an expert in Personal Insurances, Superannuation and Retirement Planning, but most importantly in helping clients acheive their goals.
I am looking for people who would like to establish a long term relationship with a Financial Planner who will work with them to identify their goals and implement strategies that help them achieve them and ultimately live the life they want to live.
For more information go to my website www.jenbury.com.au.
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Firstly a confession - I am a Self Employed Financial Planner.
What I do:
1. I help those who need help to gain a better understanding of the potential risks - If a client can't fully grasp the risks, or they are not comfortable with the worst-case scenario, we either do something different or I pack up and go home.
2. Is have a good understanding of which investments have done well in the past; Which funds or managers have a good track record; which are low cost and which are ...
You want a good return on your investments!
You have identified your financials goals and you want to be successful in achieving these!
You love your family and you want to ensure that you have provided for them generously should something happen to you!
You have expectations of a comfortable lifestyle when you have retired!
If you are the person mentioned above, then you will also know that most Australians fit into this category but less that 10% will succeed in achieving these ...
Qualified Financial Planner offering you the opportunity for a FREE Financial Health Check that can take place at my place of work or in the comfort of your own home.
Want to
- pay less tax
- save more money
- pay off your mortgage and debts sooner
- sort out your super and retirement
or build more Wealth through smart investing;
Take the first step to securing your future and sorting out your finances by contacting me on;
brett_mulquiny@amp.com.au
(03) 9622 5266 or ...
Are you paying too much for your insurance?
Well I guess you really do not know!
I will review your level of cover to ensure that you are adequately covered, how eefectively your insurance is structured (maybe pay less Tax!) and offer you what I would consider to be best solution and all this at no cost you!
Yes This is a totally obligation free offer to you.
I have helped many Australians achieve more effective insurance cover at more affordable premium rates.
So go on Give me a ...
I provide Bookkeeping services to suite your business needs. I will be the sole bookkeeper for you business and my service is streamlined to save you money and time.
These services can be carried out Weekly, Monthly and Quarterly, depending on your business.
Pick up / delivery / mailing are inclusive to my service.
I have worked with many types of business including Franchises, Trades, Fast Food Restaurants, and Pubs. I have access to a team of qualified Accountants who can assist ...
In today’s economic climate your creditors, business partners and the ATO all expect you to have your accounts up to date and accurate. For a small business this can present a huge challenge. How do you achieve up to the minute accounts that will provide you with the information you need at your finger tips? Aman Anand can provide the answers.
We provide bookkeeping services in the Melbourne Metropolitan Area. Aman graduated from Monash university and has 3 years of Australian experience in ...
I am an experienced independent paraplanner based in Melbourne. I have used COIN for last two years and will be able to handle your risk, investment and superannuation SOAs.
If you are a financial planner and need someone to take care of paraplanning or need someone to generate few SOAs when you need more time in facing clients, do not hesitate to give me a call and discuss.
Highlights
* Best practise
* RG 146 qualified
* Experience in COIN Financial Planning
* Industry ...
We provide full range of business and personal Tax (returns, GST, PAYG etc), accounting and bookkeeping services
Experienced Chartered Accountants & Registered Tax Agents
Our prices are very competitive too!
Leave us a message now!
Website: www.CAelites.com
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