27/204 Dryburgh Street
, North Melbourne
3051
,
Australia
1300 256 750
info@sortmywealth.com.au
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We can provide advice on:
Investments and strategic asset allocation
Budget and cashflow management
Debt management (including borrowing for personal and investment purposes)
Salary packaging
Superannuation strategies and retirement planning
Personal insurance
Estate planning
Centrelink and other government benefits
Ongoing advice and services, including regular portfolio reviews
Advice relating to ordinary Woolworths shares offered via the Woolworths employee share scheme
In particular we specialise in:
Superannuation advice
Shares and investment portfolios
Self Managed Super (SMSF) advice and management
Home loans and property investment loans
Property through Super
Real Estate and property investment strategies
Retirement and Pre-Retirement planning
Tax minimization
Wealth planning and coaching
Borrowing to invest
Cashflow and budget advice
Wealth Builder programs and coaching
Wealth and Cashflow dashboard set up and management
Wealth Strategy sessions and coaching