The reason you go to a financial planner is because you want to know that everything is taken care of, your insurance, your debt, your investments, your superannuation and other things are all wrapped up in one comprehensive plan, so nothing is left out. We offer the following services to our clients:
• Financial planning & wealth accumulation advice
• Investment & superannuation advice
• Retireme
nt planning
• Risk insurance (such as life insurance, income protection, etc)
We work closely with our network of referral partners, such as mortgage brokers, accountants and solicitors, to ensure that all of your financial needs are met as part of our overall service. Julie-Anne is passionate about building wealth through long-term passive assets, and protecting both your financial plan and personal life goals through adequate risk insurances. She holds a Bachelor of Commerce (Accounting & Economics), a Master of Management (Marketing), and a Diploma of Financial Services (Financial Planning). Julie-Anne Knox is an authorised representative (409506) of Professional Investment Services Pty Ltd, ABN 11 074 608 558, the holder of an Australian Financial Services Licence No 234951. Tel: 02 8080 4338 | Fax: 02 8080 4339
Email: [email protected]
Thank you, Julie-Anne. For the first time in my life I actually feel good about my finances and have direction.
