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Services
Pre-Retirees & Retirees
Financial Planner
Wealth Creation
Retirement Planning Strategies
Superannuation
Investment
Tax Minimisation
Age Pension
Reviews
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Ways to Pay
Cash
EFT
Licences
Australian Financial Services Licence 232706
Australian Credit Licence 232706
Frequently Asked Questions
What if I’m only looking for financial advice?
The Design-Your-Ideal-Life session is the main entry point to working with us. The session is about working out your needs and goals. These form the basis of any formal financial advice to you if you’d like help moving forward toward your goals.
How long is the session?
We set aside 90 minutes for it so we can cover everything you need. Your can choose either an office meeting at 17 Dana St Ballarat (coffee on arrival) or online via Teams.