If you don't know if you can retire, call me.
If you don't understand what you have and it looks all too hard, call me.
If you are good at what you do, but don't have the time or inclination learn more about superannuation, tax, Centrelink and Estate planning strategies, call me.
If you know you need to do something, but don't know where to start, call me.
If you want someone who will look after you and your family and won't be trying to flog you a product, call me.
Take the first step and call me now on 0892073844. It won't cost you for a chat.
Don't forget. If I can't help you, I still need to make sure the experience you had with me was good, as you may refer me to someone else who may need my help.
Let's have a chat first to see what advice you needed first.
I called Bill for the first time today for some generic advice on Retirement, Superannuation and Investing. He spent over 40 minutes talking with me on different strategies that I was looking at. He was extremely helpful and seemed to be very knowledgeable on each of the subjects I was discussing. When I decide I want more help with Financial advice in the future I will be very comfortable in contacting him to make an official appointment. I cannot thank him enough for putting my mind at rest with my present decisions and I would happily recommend Bill to family and friends if they are looking for advice. Thank you Bill, it was a pleasure talking to you and I truly appreciate the time you spent with me! Regards, Julie.
- Adviser status Silver
- Number of reviews 1
- First year providing advice 1997
- Years of experience 26
- Diploma of Financial Planning (1-8)
Future Wealth Planners Pty LtdLevel 1, 176 Main Street
Osborne Park, WA 6017
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Sentry Advice Pty Ltd