Qasim Syed

R & H Advice and Wealth Management

Bronze

24 Yrs Experience

South Morang, VIC 3752

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Highly experienced financial planner with over 15 years plus in experience. My areas of speciality include financial strategy development, strategy reviews, portfolio management, superannuation management, retirement and estate planning, Centrelink, and insurance as well. I have a proven track record of commercial success, with a strong history of helping clients to meet their lifetime goals. I can construct strategies to booster your retirement account whether you’re a long way from retirement or closer to retirement. My advise will be tailored to your needs and with regular reviews I will make sure that you are on track

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Redundancy
Socially Responsible
Tax Strategies
Wills & Estates

First meeting is complimentary with no fee. Fee is based on the complexity of advice and will be agreed during the meeting

5.00 September 2022

We have had Qasim Syed as our personal finance adviser since 07/2008. He has given us advice from before we retired in 2009 and onwards. We had our own business and also our home to sell. Qasim helped us with advice on these aspects and he has invested our money wisely into funds he suggested. Qasim has always given us advice that has kept our money giving us good returns. We have become good friends over the years and we really do value Qasim as our personal adviser into the future.