Partners In Wealth

Our objective at Partners In Wealth is to protect & grow your funds & form a partnership over the long term by assessing your initial financial position & your long-term goals & taking into consideration your preferred level of risk. Once these have been ascertained, we can then formulate an appropriate investment strategy as part of your overall financial plan.

The key to successful wealth accumulation is to set clearly defined & realistic goals & then design a plan that will help you to achieve those goals. We work with you to demonstrate that you can achieve both financial & lifestyle success & help you to formulate a plan that focuses on both your financial & lifestyle goals.

Services offered: *Wealth creation, *Investment planning, *Superannuation, *Retirement planning & centre link strategies, *Corporate superannuation, *Estate planning & asset protection/insurance, *Residential lending, *Business lending. Your first meeting with one of our highly trained financial planners is held at our expense & with no obligation.