Julien Renard

ASO Wealth

Bronze
6 Yrs Experience
Penrith, NSW 2750

WHAT I DO Through excellent service, advice and strategy, my objective is to provide and implement solutions to the complex challenges that we all face, allowing people to re-direct their time and energy towards their families, careers and to pursue their personal ambitions. HOW I CAN HELP My services and expertise include the following broad areas: - Strategic advisory (planning, coaching & structuring); - Wealth Creation, growth and asset protection; - Investment solutions including cash deposits, shares, and other managed investments & portfolios; - Gearing & Margin Lending facilities; - Retirement Strategies addressing wealth management and longevity; - Superannuation strategies such as contribution planning and Self-Managed Superannuation Funds (SMSF); - Estate Planning strategies and advice; - Life & disability insurance planning. HOW TO CONTACT ME Visit the "Get in touch" tab for contact details to organise a private conversation.

Expertise

  • Superannuation
  • Managing Debt
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 10
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

ASO Wealth

95B Station St
Penrith, NSW 2750

Licensed by

Opulon Pty Ltd

AFSL 552817