James Milic profile photo

James Milic

Index Wealth

Bronze
6 Yrs Experience
Mulgrave, VIC 3170

I take pride in understanding your unique situation as it allows me to provide you with Personalised Financial Advice. The best thing about Personalised Advice is really making a positive difference in your life. It's the reason I am a Financial Planner.

I Can Help You:

  • Achieve your financial goals
  • Grow and protect your wealth
  • Ongoing financial goal reviews

My Aim For You:

  • Stop worrying about finances
  • Peace-of-mind
  • Financial freedom

I believe good quality advice depends on honesty and transparency. My advice will put you in a better financial position and I will educate you how so you can make the best informed decision.

Allow me to discuss what's on your mind. I offer a complimentary initial one-on-one consultation for families and individuals.

Email me now at james@indexwealth.com.au

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Diploma of Financial Planning
  • Language spoken
    • English

Index Wealth

Ground Floor, 700 Springvale Rd
Mulgrave, VIC 3170

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Kycu Financial Planning Pty Ltd

AFSL 523677