Wealth Creation Retirement Planning & Investment Strategies
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BComm, CFP - Shane Lee
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Principal Wealth Management Pty Ltd trading as BMO Financial Solutions ABN 53 109 336 601 is a Corporate Authorised Representative of McPherson & Associates Pty Ltd Australian Financial Services Licence (AFSL) 229883.
Open Monday - Friday
Advice & Information, Aged Care, Annuities, Asset Protection, Asset Purchasing, Budgeting, Cashflow Management, Centrelink, Consultations, Debt Reduction, Estate Planning, Gearing, Income Insurance, Income Protection, Insurance, Investment Strategies, Investments, Life Insurance, Life Planning, Managed Funds, Managed Investments, Mutual Funds, Pensions, Portfolio Management, Redundancy, Retirement Planning, Rollovers, Salary Packaging, Savings Accounts, Self-Managed Super Funds, Setting Up a SMSF, Shares, Succession Planning, Superannuation, Unit Trusts, Wealth Creation
Agricultural, Commercial
Accredited, Banklink, By Appointment, Certified, Chartered, Guaranteed, Insured, Licensed, Locally Owned, Registered
Retirement
Couples, Individuals, Men, Professionals, Retirees, Self Employed, Small Businesses, Women
insurance, shares, retirement planning, financial planner, wealth protection, income protection, dalby, TPD, wealth creation, life insurance
Many people have insurance as part of their superannuation fund, which is usually only a default level of cover. Individual comprehensive retail insurance that is tailored to suit your needs and requirements provides a range of benefits. Packages may include various products, additional options and cover amounts? Giving you more flexibility and more cover, which can make a huge financial difference to you when you need it most? We can help find the life, income and TPD insurance right for you.
We look at your entire financial position, your needs and what you want to achieve in life before helping you plan how to get there. Then we guide you through a simple step-by-step process to create a financial plan just for you. At our first complimentary meeting we will discuss your current situation and life goals to understand how financial advice can benefit you. Phone us today to arrange an appointment.
Our advisers are fully qualified experts in personal finance and investment. We are committed to ongoing professional development and education to give you the most up to date technical knowledge and advice, specific to your needs. Our experience and specialist knowledge helps you make sense of all your options, so you can choose the best solution. We observe a strict and comprehensive Code of Professional Conduct, and are subject to stringent compliance and audit guidelines.
