Financial Planning / Mortgage Broking
We have affiliations with a financial planner & mortgage broker who work closely with us to obtain the best results for our clients.
Our team at Profit Sense believe that it’s integral to work closely with other professionals to achieve an optimum outcome for our clients. We do this by having joint appointments with these professionals in our office, at your business location or personal home.
These joint meetings can consist of discussions around:
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Tax Planning
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Wealth Creation
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Investments & Negative Gearing
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Superannuation & Retirement Strategies
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Insurances
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Financing/Refinancing/Debt Consolidation