My financial planning business has been helping West Australians become financially free since 1988. I have served over 2000 clients from my own premises in Applecross. I'm here to uplift you from a financial lightweight to heavyweight, even the middleweight can apply. I provide financial education through seminars to my clients.
Continuous education is the key to success. Terry has always been in my corner when it comes to wealth creation. He has ensured I invested regularly in investments that suited my needs and really helped me when I shifted from being an employee to self employed. Mr Terry Lee (Financial Advisor) was recommended to us by a close friend.
Continuous education is the key to success. Terry has always been in my corner when it comes to wealth creation. He has ensured I invested regularly in investments that suited my needs and really helped me when I shifted from being an employee to self employed. Mr Terry Lee (Financial Advisor) was recommended to us by a close friend.
Services
SMSF -Self managed Super Fund set up & advice (even if needing to reverse back from SMSF to retail funds). Wealth protection (insuring against loss of income/mortgage cancellation/crisis recovery). Investment advisory eg negative gearing viability or utilising franking credits as income (booking us on purely time basis welcomed @ $330ph).
Research has confirmed that investors who engage a financial planner, achieve far superior results than those who don't. Through careful and professional financial planning and management we make sure you don't need to say that ever again after seeing us. Superannuation is still one of the lowest tax structures available in this country approved by Government.
Reviews
Be the first to review Wealthgrowers.
Write a Review
