What is the number one problem our Wealth Creation client’s want solved?
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MB+M OzPlan’s Wealth Creation Team brings you an article on: What is the number one problem our Wealth Creation client’s want solved?
What is the most important thing our clients want professional help with in regard to their financial affairs?
You might think the answer would be “increase my investments or wealth”. That could be part of the solution but no, that’s not number one.
The number one problem our client’s want solved is “Peace of mind”.
Our client’s want to be able to sleep at night knowing all their concerns are sorted. One client put it very well – “MB+M OzPlan helped me get all my ducks in a row”.
How the solution might look will be different for every client. Everyone has their own set of unique circumstances. This is where having a team of Wealth Creation specialists on your side is most useful.
5 Authorised Reps
With 5 Authorised Representatives, we are pleased to have the largest group of Authorised Representatives in the Goulburn Valley. Each of our Reps offer great Financial Planning advice but also specialise in their favourite discipline. For you, our client, this means your Financial Planner can bring in the expertise from any of the team. Effectively, 5 specialists at your fingertips!
Greg Luscombe CA, CTA, CPA
Estate Planning Specialist
Authorised Rep. No: 268360
Myles Martin Adv Dip FP
Aged Care Specialist Adviser
Authorised Rep. No: 469825
Vince Gagliardi CFP®, Dip FP
Retirement Planning Specialist
Authorised Rep. No: 226942
Bree Hanslow CFP®
Insurance Specialist
Authorised Rep. No: 1251805
Jeremy Hall CA SSA
SMSF Specialist
Authorised Rep. No: 1270940
Over the next few weeks we will be putting the spotlight on each of our Authorised Reps.
Looking for your peace of mind?
All of our Authorised Reps are happy to talk to you. MB+M OzPlan are currently offering an initial free meeting to discuss your personal situation. There is no obligation attached. Give us a call on 5831 1233 to make your appointment today.
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