An honours Degree in Economics and a Masters in Insurance and Risk Management and a Diploma in Financial Planning
We are a small local firm specialising in :
-Personal insurance (life, Disability ,Trauma, and Income Protection)
-Superannuation
-Pensions
-Investments
-Business insurance (Business expenses, key-man, partnership agreements, succession planning)
-Budgeting/ financial goal set
ting
-Estate Planning
-Centerlink
-Aged Care
All meetings/initial quoting work are held at our expense and we only charge if planning work is undertaken at your request and for the ongoing service. We would love to hear from you and are confident we can help you achieve your financial goals and protect your family from life's uncertainties
Post to; PO BOX 1030, Albury, NSW, 2640