Platinum Wealth Solutions is a financial planning service that provides holistic advice to all clients. We help clients with wealth creation by utilising various investments & investment strategies, consolidating superannuation, setting up SMSFs, retirement planning, personal & business insurances, aged care & estate planning. We tailor solutions that are specific to the needs of the individual & their situation.
We are located at Shop 10, 2 Belmont St, Swansea NSW 2281
My wife has had her super with Bill for 10 years so recently I decided to move mine over. Bill gave me all the information I needed to decide on the details of the proposed plan. He guided me through all the tasks I had do and once I decided to go ahead, my super was moved over from the old fund in a few days. I'm very happy with the insightful and efficient service Bill provides. And very impressed with the thoroughness Bill takes to ensure that my plan not only suits my personal situation but that my funds are where they will get the best returns for the lowest risk. Bill is a total professional.
- Adviser status Bronze
- Number of reviews 1
- First year providing advice 2000
- Years of experience 23
- Diploma of Financial Services (Financial Planning)
Platinum Wealth Solutions Pty LtdShop 10, 2 Belmont Street
Swansea, NSW 2281
- In person
- Video call
Infocus Securities Australia Pty Ltd