Corporate Authorised Representative of Alliance Wealth Pty Ltd No. 343035 | AFSL 449221 | 93 161 647 007 Financial Planners, John Lubberink, Maggie Tagg and Simone Richardson have a combined 60 years of experience in holistic financial planning and with support of the Citadel team are able to provide greater services and better opportunities to clients. Using dedicated strategies Citadel Wealth re
searches, selects and utilises the best strategies, fund managers and insurance providers in the market. Corporate Authorised Representative status with Alliance Wealth means Citadel Wealth Solutions must provide full disclosure and is compliance regulated by an outside source. This external monitoring gives clients peace of mind knowing that their interests come first. Our Clients get results through:
1. We take the time to understand your current financial position and your relationship with money. We offer a free one-hour initial consultation to discuss your financial circumstances and goals.
2. We then establish your financial strategy to reach your goals. Holistic, caring, and informative, clear communication is a priority and complex financial terms are translated into everyday language.
3. We provide proactive review process to ensure that the advice we give you is continually adjusted to accommodate changes in your situation. The peace of mind of always being able to turn to a trusted financial advice and support.
