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Isaac McQueen

Greystone Wealth Captial

Bronze
7 Yrs Experience
Surry Hills, NSW 2010

Warm greetings and welcome to our esteemed financial advisory services. It is with great pleasure that we extend our hand to guide you on your journey toward financial prosperity and security. At Orion Financial Planning, we understand that making sound financial decisions is of paramount importance, and we are here to offer our expertise, insights, and personalized guidance to help you achieve your goals. In a world where the financial landscape can often seem complex and unpredictable, we strive to provide clarity and empower our clients to make well-informed choices. Our team of seasoned financial advisors brings a wealth of knowledge and experience, coupled with a genuine passion for helping individuals like yourself navigate the intricacies of wealth management and planning. Whether you are just starting to build your financial foundation, seeking to optimize your investment portfolio, planning for retirement, or addressing any other specific financial concern, we are committed to tailoring our services to meet your unique needs. Our approach is centered around a deep understanding of your objectives, risk tolerance, and aspirations, allowing us to craft a comprehensive strategy that aligns with your long-term vision. At Orion Financial Planning, we firmly believe that financial success is not solely measured by monetary gains, but also by the peace of mind and freedom it brings. Our unwavering dedication to maintaining the highest standards of integrity, transparency, and trust ensures that your financial well-being always remains our top priority. As you embark on this transformative journey with us, you can expect a collaborative and personalized experience that transcends mere financial advice. We are committed to fostering a long-term relationship built on open communication, ongoing education, and a genuine commitment to your financial growth and prosperity. We invite you to take the first step towards a brighter financial future by scheduling a consultation with one of our esteemed advisors. Together, let us unlock the possibilities, explore new horizons, and embark on a path that leads to financial confidence and fulfillment. Thank you for considering Orion Financial Planning as your trusted partner in achieving your financial aspirations. We look forward to the opportunity to serve you with our unwavering dedication and expertise.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Shares & Investments
  • Cashflow & Income
  • Growing Assets
  • Budgeting

At a glance

  • Adviser status Bronze
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Greystone Wealth Captial

81-83 Campbell St
Surry Hills, NSW 2010

Licensed by

Capital Financial Planning WA Pty Ltd

AFSL 523344