Are you a self-employed or a salaried tradie or business owner struggling to keep your financial house in check? We are here to help ensure you have the right structure and plans in place to assist you going forward by:
Financial Advice for Tradesmen
Andrew came to us after experiencing service and communication that he was not happy with from his existing Adviser. By sitting down with Andrew and understanding his needs, we were able to put a plan in place to ensure he was able to get his first investment property, which will provide a dual income for him going forward, and a plan to build a property portfolio. By reviewing Andrew’s personal protection strategy, we were able to reduce his outgoing costs and claim the maximum tax deductions for his benefits and also implemented a long-term investment strategy for his retirement benefits.
We’re here to help!
Book in for a consultation with us and get your financial house in order.