What is the number one problem our Wealth Creation client’s want solved?
Financial Advice

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

Greg Luscombe CA, CTA, CPA

Estate Planning Specialist

Authorised Rep. No: 268360

Myles Martin

Myles Martin Adv Dip FP

Aged Care Specialist Adviser

Authorised Rep. No: 469825

Vince Gagliardi

Vince Gagliardi CFP®, Dip FP

Retirement Planning Specialist

Authorised Rep. No: 226942

Bree Hanslow

Bree Hanslow CFP®

Insurance Specialist

Authorised Rep. No: 1251805

Jeremy Hall

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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