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Financial Adviser


주소
59 Apollo Drive, Rosedale
전화번호
070전화
02102797827
웹사이트
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'' Solutions Financial Services ''

 

WHAT WE DO?

We are at the top of the list,

1.) Legal (Wills, Trusts, EPAs)

2.) Money (KiwiSaver, Compliance)

3.) Insurance (Risk Management & Acc Structure)

 

Each of these subjects can be complex, and often puts them into the too-hard basket. Our job is to connect the dots to get you there.

 

We are with you all the way. We'll help you with your plans.

 

HOW WE DO IT?

We will take a look at your unique situation and develop a plan to make sure it's structured correctly - so if anything goes wrong, you will be okay. We work alongside accountants, lawyers, finance and insurance specialists to make sure everything's covered.

 

WHY WE DO IT?

We can not tell you what you need unless we understand where you're going. We understand that although everyone is different. We do share one common objective - to look after ourselves and our families.

 

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