MY WEALTH SOLUTIONS PTY LTD
Level 1/18 Masters Street, Newstead, Brisbane, QLD 4006 Directions
Since 2010
Here’s The Deal:
"My Wealth Solutions Pty Ltd is the family-owned financial planning and wealth management firm with a team of expert financial advisors who gives practical and tailored financial advice. Ben Budge and Guy Freeman are directors of the My Wealth Solutions Pty Ltd. The team helps families to tackle everyday life’s financial challenges. No matter which stage you are at on your financial journey, they are here to help. All their services are tailored to you, and your unique financial circumstances need and wants. The team helps you understand your current and future investment opportunities and provides you with the needed guidance on what to do with your super or assets. They aim to assist you in reaching your dream financial future by allowing you to make smart financial decisions. My Wealth Solutions Pty Ltd offers a free consultation."
SPECIALTY:
Financial Advice and Planning, Retirement Planning, Investment Advice, Property Investment, Budgeting, Cash Flow, Superannuation Advice and Strategy, Home Loan Structuring, Self-Managed Super Fund, Personal Insurance, Wealth Creation, Risk Management & Business Planning
ABN 66 153 751 832
TBR® Inspection Report:
STATEWIDE WEALTH GROUP
Suite 4B/19 Lang Parade, Milton, Brisbane, QLD 4064 Directions
Since 1995
Here’s The Deal:
"Statewide Wealth Group is a financial planning firm that provides a full suite of wealth services, focussing on making your life easier and your financial situation simpler. Aaron Steer is the director and principal planner and leads a professional team of financial experts. They have been awarded the accolade of 'Most Trusted' financial adviser. The firm has been providing professional advice and achieving results for their clients for over 25 years. The team offers a wide range of options and services especially designed to give you a strategic financial plan based solely on your objectives. Statewide Wealth Group is based in Milton and also has offices in Ipswich and Kedron."
SPECIALTY:
Making a Remarkable Retirement Simple, Helping You Make Smarter Choices with Your Money, Working Alongside You to Build Your Wealth, Ensuring You Pay Less Tax, Providing Peace of Mind when You Need It Most & the Self Managed Super Fund Experts
ABN 28 622 113 026
TBR® Inspection Report:
TUPICOFFS
Level 11, 410 Ann Street, Brisbane, QLD 4000 Directions
Since 1970
Here’s The Deal:
"Tupicoffs is an independent financial planning firm specialising in solving complex financial planning challenges for over 45 years. Neil Kendall, Rocco Costa, Simon Hepson, Mark Milner, Crystal Bobir, Delma Newton, Mark O'Flynn, and Ross McConachie are certified financial planners at Tupicoffs. Their clients understand the value of good advice and appreciate the benefits of their completely independent financial planning model. The most awarded financial planning firm provides fee-for-service. The team works with clients to build and implement a financial plan for them. All their financial planners have signed their declaration of independence. Tupicoffs's fee varies for each client based on the amount and complexity of work required."
SPECIALTY:
Pre-Retirement, Retirement and Financial Planning, Superannuation, Investment Advice, Self Managed Super Fund Advice and Implementation, Personal Insurances, Property Investment, Estate Planning & Business Sale
ABN 89 370 251 699|Licence #302670