- Our Clients
- Our Team
- Our Clients
- Our Team
At some stage in your life, you will consider seeking financial advice. For those that do, you will discover having a sounding board provides hope, clarity and certainty on where you are heading in life. You will have more time and any worry or stress is reduced significantly when you realise you are not alone in making decisions and are being guided to keep on track.
We’ve recognised this growing need in their clients and decided to extend their services to include financial planning. Business Principal Tim van Doore has said, “Providing clients with appropriate protection and assisting them at claim time filled one of their needs. However, we realised clients still had gaps and they didn’t know what to do or where to go. Offering a financial planning service seemed the logical progression for our business.”
This is where I come in. Having lots of experience, I’ve a broad perspective to be an effective sounding board to help you gain certainty and clarity on the direction you want to take. I really enjoy sharing my knowledge and expertise with people. Which is why I’m providing you the opportunity to attend a information session I’ve put together explaining the 7 simple steps to wealth.
I’ll be presenting it in an easy to understand format, explaining why it is important to invest and why you should get started. Touching on the reasons behind why people fail and how you can avoid them. Together we will explore the simple steps to wealth and how you can implement them. Learn the difference between lifestyle assets and active assets. Delve into the age old debate of should you increase your mortgage repayments versus starting to invest and which is better, property, shares or superannuation. Discover how combining strategies effectively grows your wealth over the long term.
Wednesday, 26th February 2014
Time: 5:45pm for 6:00pm start, concludes 7:00pm.
To book Phone – 1300 983 942 or email your contact details to email@example.com
The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial adviser to consider whether that is appropriate having regard to your own objectives, financial situation and needs.