Presenting your plan
Let's make a plan
Book a 90 minute visualise meeting with Nick Tenuta.
In this meeting, we will present your new financial plan. We will have crunched the numbers to present a clear action plan with the financial structure and steps to address all your priorities and 'what ifs'.
Following your meeting, we will work through all outstanding paperwork, deal with the funds / banks / investments / insurers, and ensure that we're speaking to all the right parties required.
Call us on 1300 983 942 to request an out of hours appointment if the available times do not suit you.
Please find a roadmap of our process and fee structure here.
Financial Adviser
Nick Tenuta
Financial Planning is more than a job, it is a purpose of mine. My life has been built on understanding what it is that I want to achieve and throughout my experiences, I have found that what it is I am trying to achieve is a meaningful impact on the lives of others.