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Wealth Today

Address: By Appointment, Salamander Bay, NSW, 2317
Phone number: (02) 4984....
Additional phone: 1300 88....
Mobile number: 0417 30....
Fax number: (02) 4913....
Email: Click to view
Trading/Opening hours:
Mon: 9:00am - 5:00pm Tue: 9:00am - 5:00pm Wed: 9:00am - 5:00pm
Thu: 9:00am - 5:00pm Fri: 9:00am - 5:00pm Sat: 9:00am - 5:00pm
Sun: --- Public Hols: ---  


Realise the potential of your financial future
Whatever stage you are at in life, at Wealth Today, we believe that everyone can and should have a financial plan in place - not just wealthy people! I work daily with individuals, couples and families to structure financial plans specifically tailored to their individual circumstances, whatever they might be! I can tailor a financial plan for you too!

Sounds like it might be complicated? It's not! In a very simple terms, I will take you through the 6 step LIFT Process which looks for surpluses, devises a financial plan aimed at growing your wealth, sets in place appropriate protection and all the time giving you the peace of mind that you have the right plan at the right time with the right adviser.

Finally, I will plan your tailored debt termination strategy helping you to pay off your debts faster!

Ultimately, you can find yourself enjoying your lifestyle today while building independent financial freedom for tomorrow.

That's the LIFT you want!

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