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Boyd Preston

Belmores Wealth Management

Bronze
2 Yrs Experience
Yarrawonga, VIC 3730

I provide comprehensive, tailored advice to wide range of clients, based in the Yarrawonga, Myrtleford, Bright and surrounding areas.

My goal is to help clients achieve the freedom to do what they want, when they want, and with the people who matter most to them. I see money as a tool to support the life you want to live, not the end goal itself.

I’d love to work with you to help turn your personal goals and aspirations into reality.

Expertise

  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

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 2024
  • Years of experience 2
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Belmores Wealth Management

70 Belmore St
Yarrawonga, VIC 3730

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Bwm Licence Pty Ltd

AFSL 531262