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Wealth Creation & Management Services - Windermere Park (2264)

the Lake Macquarie Region, New South Wales

Best match results for wealth creation & management services in Windermere Park + 30km.

    • Suite 7, 3 Short Street, Morisset, NSW 2264
    • 5-10 km from Windermere Park

    We offer holistic Financial Planning Services in a warm and relaxed business environment. Our Principal Adviser is a Certified Financial Planner and a member of the Financial Planning Association as well as being the Proprietor of the business. Our Advice includes; Retirement Planning, Investment, Insurances, Superannuation, Estate and Aged Care Planning. When considering a move to Aged Care or downsizing to a more manageable property it is very wise to receive Financial advice to ensure you ... Read more are maximizing your benefits and future financial assets. We offer this advice to clients and/or personal representatives to simplify the transition.

    We offer Financial advice for the working class! We'll give you three good reasons why YOU should deal with us: 1. We are family owned and love dealing with real people! 2. We tell it how it is, and have logical solutions to meet a wide range of "real world" scenarios. What does this mean? - We get you the lowest possible rate on your home loans - We get you the lowest possible rate on Personal Loans, car loans, debt consolidation loans - basically any type of loan you can ... Read more think of..... We do it! - We help you get the best value for money with your life insurance (and can even show you how to deduct the premiums for it from your super fund). - We can roll your super into better and cheaper super funds. - If you're self-employed, we can help you streamline your accounting systems. 3. Joshua Day, owner, financial planner and principal mortgage broker is a former member of the Royal Australian Air Force. You can expect honesty, integrity and reliability ...

    Overall rating: 5 out of 5  

    Fantastic

    11-04-2017 by James

    Josh at Living Wealth was a huge help in sorting out my finances and had great ideas and suggestions to get my family into our first home. Highly recommended!!

    Answer from Living Wealth Financial on 07-09-2017:
    You are very kind to write a review for us.... especially 5 stars! WOW!! Please spread the love, and tell your friends and family about our service. We are at 69 Cowper street in Wallsend (inside the Wallsend Business Centre)...... Drop in and have a cuppa if you are in the area:) Kind Regards Josh

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