Full financial planning business with a minimum of BS. We can provide assistance on helping you reach retirement with enough funds to enjoy it plus provide guidance so that your money lasts as long as possible - which is hopefully longer than you.
In addition to above, which is the sexy part of financial planning, we can work with you to protect you and your family should something happen to you and you can't work through implementing an insurance plan that suits your personal situation. Lastly but definitely not least budgeting advice can be provided to the clients that need assistance in this area -- though this is done with a focus that we only live once and it is to be enjoyed given we don't know what is coming next.
Initial meeting is done at no cost to you with second and subsequent meetings proceeding once an agreed upon fee structure is determined. Insurance advice may be provided on a fee only basis or a combination of fees and commissions depending upon what suits your specific situation.
Scott provided an outstanding customer experience. He went beyond what I expected and delivered the right outcomes in a timely and efficient manner. Highly recommended.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2009
- Years of experience 13
- Master of Commerce
Contego Financial Solutions3 Kuranga Ave
Southport, QLD 4215
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Crown Wealth Group