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What Does Your Financial Pathway Look Like?Our financial planning advisory entails achieving financial success through a staged process comprising of five (5) phases based on the philosophy called Game of Money®. Majority of people rank financial success as one of their top three goals or values in conjunction with health and family. But the bitter truth is, 90% of people fail to achieve even modest wealth. Most of our clients strive to pay off their family home through a nice nest-egg to basically enjoy in their retirement phase and that’s a wonderful thought to have, however, the reality is that most of the Australians fall short of achieving their financial dreams. The Game of Money® was created as a communication tool to help simplify the financial journey. Below is diagrammatic snap shot of the Game of Money® principle:
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Our Areas of Expertise
We not only provide advice and solutions to our clients but also maintain regular follow-up to assess their progress level towards their set out financial goals and dreams.
Estate Planning
Wealth Management |
Retirement Planning
Superannuation |
Self Managed Super |
Debt Recycling
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Wealth Protection
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YEARS IN BUSINESS
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Our Team Has a Report Card Worth
Having a collective experience base of over 120 years in the areas of Financial Planning, Taxation, Accounting and Audit services and being the trusted advisers to over 6000 clients, we are a unified team of professionals operating under one roof.
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What Our Clients Are Saying
Bahtic Family
"We were thinking about seeking advice from a financial planner for many years but never got the time to seriously look for one. We also did not like the concept of conflicted advice, especially if it was through a bank or product manufacturer, until we got introduced to Asad through a common friend. Our personal financial planning took a dramatic turn for the best as Asad took the time to understand our needs, goal and objectives in great detail which helped us take informed decisions for our financial future with confidence."
Like to know more?
Our Advisers can meet you in one of our offices in the City or Inner West Sydney, or in the comfort of your own home or office.
Send us your details and we will contact you.
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