2 Reviews

Carl Molenaar

Kelly+Partners Private Wealth Central Coast & Hunter Region

Gold

20 Yrs Experience

Erina, NSW 2250

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5.00 October 2020

Carl has looked after my affairs for nearly 20 years and has always given sound advice regarding investments. As a result of this I have now got a very comfortable retirement. He is well informed of all new changes within the financial sector and continues to manage my affairs during retirement. He also has my two grown up children as clients and advises them for their needs which are quite different to mine. Although he cannot control economic disasters throughout the world he is always available for advice and is able to make necessary adjustments as global circumstances change. We as a family have absolute trust and confidence with Carl as our financial advisor and would recommend him to anyone.

5.00 September 2020

Carl has been my adviser for many years now. He doesn’t wait for me to ring him if he thinks there is a better option for me and my finances. He is very personable and always willing to listen. I have recommended him to a few people.

Kelly+Partners Private Wealth Central Coast & Hunter Region

Platinum Building, Suite 2.06, Level 2, 4 Ilya Ave
Erina, NSW 2250

8:00am – 4:00pm Friday
8:00am – 5:00pm Monday – Thursday

In person
Phone
Video call

Adviser status Gold
Rating 5.00
Number of reviews 2
First year providing advice 2003
Years of experience 20
Highest qualification
- Graduate Diploma of Financial Planning
Language spoken
- English

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Aged Care
Cashflow & Income
Growing Assets

Taking a broad look at your personal and financial circumstances, working with you to understand where you are now and articulate what your ideal life looks like across a range of financial and non-financial aspects. To complete this session the cost is $550 (including GST) and will take approx. an hour.

Fitzpatricks Private Wealth Partners

AFSL 247429

Carl Molenaar

Kelly+Partners Private Wealth Central Coast & Hunter Region

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Kelly+Partners Private Wealth Central Coast & Hunter Region

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Fitzpatricks Private Wealth Partners