Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.
We work closely with and have a long standing relationship with the Meritum Financial Group in Horsham, their qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:
- Initial financial advice
- Implementation of a financial plan
- Ongoing investment portfolio management
A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.
Don't take unnecessary risks with your future! Visit www.meritumfg.com.au.
Allow the professionals at West Currie Consultants to guide you towards achieving your financial goals.
Back to Services