3. Adviser & Strategist
In this stage we will provide you with written, clear and understandable scenarios to help educate you in detail and formulate a plan that will meet all your stated goals and objectives.
We will identify appropriate wealth creation strategies to improve or streamline your current situation, protect your financial risk, consolidate your debts, maximise investment returns, minimise taxation, maximise government entitlements and optimise your retirement income streams.
We will also investigate and determine ideal investment vehicles and fund managers to meet your objectives.
Peer Wealth Pty Ltd is a Corporate Authorised Representative (Representative No, 300728) ABN 24 115 294 463 of Futuro Financial Services Pty Ltd, Australian Financial Services Licensee (AFSL 238478)
This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Futuro Financial Services Pty Ltd and its authorised representatives (or credit representatives) do not accept liability for any errors or omissions of information supplied on this website.
Liability limited by a scheme approved under Professional Standards Legislation.* *Other than for the acts or omissions of financial services licensees