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Specialist services

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It is folly to try and be all things to everybody.  We concentrate on developing financial planning strategies and help you protect what you have.  However we want to be your advocate and we have developed a number of key relationships with our alliance partners to ensure you get specialised and professional advice across a wide range of areas.

For more details contact our office on (03) 9870 7695.

 

Salary sacrificing
Retrenchment

Learn about tax-effective strategies you can use to maximise your super for the retirement you want.

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Whatever your future plans after a retrenchment or redundancy, we can help you make the most of the monies you receive.

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Social security/Centrelink

We can help you maximise your chances of qualifying for the Age Pension and talk to you about the wide range of other benefits and allowances.

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Important Information
Financial Wisdom is responsible for financial planning advice provided by me as an Authorised Representative. Please refer to the Financial Services Guide (FSG) for the scope of my authority under Financial Wisdom. Financial Wisdom is not affiliated with nor does it endorse other business activities conducted by me.