Bob McLeod

We Would like to Welcome and thank you for considering Advance Wealth Group for your financial planning needs/Requirements. We would like to partner with you, in building and protecting your wealth by helping you in meeting your current & Future financial requirements and lifestyle goals.

What motivates us?

We are motivated by making a positive difference in the lives of our clients and witnessing the difference we make. We take the stress out of managing your finances and provide peace of mind so that you sleep better at night knowing we are taking care of them and just a phone call away. At Advance Wealth Group we're a small practice that is invested in your financial journey, as your success is also ours.

Why are we different?

At Advance Wealth Group, we want to help our clients achieve financial certainty and freedom. We do this by being friendly, approachable, knowledgeable and by doing what we say we will do!

Services that we provide

• Protection Advice , Life Cover, TPD, Trauma/Crisis Insurance, Income Protection
• Wealth Management, Investments, Superannuation, Inheritances, Redundancies
• Retirement, Income Streams/Pensions
• SMSF
• Centrelink, Applications Updating Financial Details
• Aged Care

Thank you again for considering Advance Wealth Group for your financial planning needs and services, if you have any questions or queries, please either contact me on the attached details or call me on 0428 528 015

Yours Sincerely

Ian (Bob) McLeod

Ian (Bob) McLeod [AR 248133] and Ian McLeod Pty Ltd ACN 079 145 485 trading as Advance Wealth Group are authorised representatives of Synchron Advice Pty Ltd (ABN 33 007 207 650), AFSL 243313. To the extent that any advice is contained above has been prepared without taking into account your objectives, financial situation or needs (unless specifically stated to the contrary and provided under a formal statement-of-advice). Before acting on any advice in this email, it is recommended that you consider whether it is appropriate for your circumstances. If this email contains reference to any financial products, you should obtain the current Product Disclosure Statement (PDS) or other disclosure documents for the particular products and consider this information before making any decisions regarding the products.