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Majella Wealth Advisers: Haberfield

Address: 75A Dalhousie St, Haberfield, NSW, 2045
Phone number: (02) 8086....
Mobile number: 0414 23....
Fax number: (02) 8212....
Email: Click to view
URL: http://www.majellawealth.com.au
Year Established: 2005
Trading/Opening hours:
Mon: 9:00am - 5:30pm Tue: 9:00am - 5:30pm Wed: 9:00am - 5:30pm
Thu: 9:00am - 5:30pm Fri: 9:00am - 5:30pm Sat: 9:00am - 5:30pm
Sun: 9:00am - 5:30pm Public Hols: ---  

About

As Majella Wealth Advisers is not aligned to any fund manager or product provider, we can provide advice that is most appropriate to you. This advice includes:
- investments (shares, managed funds, term deposits, structured products, savings plans),
- superannuation (SMSF, wholesale funds, industry funds etc,
- insurance (life, TDP, trauma, income protection),
- and strategies to best manage your tax position with regards to these investment.

Our clients have generally accumulated a reasonable amount of wealth before coming to us and would like assistance in managing their strategies better. Or potential clients are earning good money, but are not doing the best things with it.

First appointments are free, so please contact us if you are serious about managing your financial future better.
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Specialties

Financial Planning, strategic investment and superannuation advice, personal insurance (Life, TPD, Income Protection, Trauma, business expenses)

Service tags

Financial Planning Services | Investment Advice | Personal Insurance

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