It really is that simple, the first and most important step is contacting us. Whether you just need to review your current plans, start from scratch, or have complex or simple requirements, a fee free, no obligation initial meeting will explore these areas with you.
There are many ways we can assist you to create additional wealth, or perhaps we could save money from your current arrangements, or even check you have the right plans in place to protect your finances and/or family if something unexpected happened.These are all strong reasons to contact us today, to ensure your future financial position is on the right path and you are as prepared as can be.
There are many ways we can assist you to create additional wealth, or perhaps we could save money from your current arrangements, or even check you have the right plans in place to protect your finances and/or family if something unexpected happened.These are all strong reasons to contact us today, to ensure your future financial position is on the right path and you are as prepared as can be.
Services
Essex Wealth Group was established by Lee Martin to provide bespoke financial planning to his local community in Mandurah and beyond. We have clients throughout Australia with the majority here in Western Australia. Lee has spent his working life in financial services, building experience in small and medium size to large multi-national companies, in both Australia and the United Kingdom.
The above are just some of the reasons why you may wish to contact us, there are many other reasons to speak with us, such as different wealth building strategies or all aspects of investment properties or you may be looking for information on UK pension transfers. Again, we have extensive experience in these areas to assist you.
Financial planning advice helps you plan and manage your money to work towards making your dreams and goals become a reality. Whatever your situation, there are 7 key building blocks (sometimes called 'strategies') that we can use, in combination, to help make the most of your money. We are accredited by AMP Financial Planning and are authorised to provide advice on a wide range of products and services.
These calculators are intended to provide illustrative examples based on your inputs and assumptions. Calculations are estimates only and are not intended to be kept or used for any financial decision. Please consult your adviser to avoid making decisions not appropriate to you. MoneySmart, the consumer website of the Australian Securities and Investments Commission has a large range of calculators.
Caution: These calculators are provided by AcctWeb/PlannerWeb (powered by FACTS Online) and are not provided, approved or endorsed by AMP Financial Planning Pty Limited. Using these calculators may provide a useful starting point. However, they are guides only and do not constitute expert, licensed financial advice.
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