Financial planning means managing all aspects of your financial situation.
Managing finances is complex. And as the saying goes, ‘failing to plan is planning to fail.’ We provide a comprehensive financial planning service that brings together all elements of your financial profile. Our plans address:
- Risk insurances;
- Debt and debt management;
- Cashflow and income management;
- Career planning;
- Aged care; and
- Estate planning
Each of these elements is important in its own right and making positive changes in any one area will provide substantial benefit. But the real benefits come when two or more of these elements are addressed together. That is when your financial profile really starts to sing.
Principal Financial Adviser
Mari has over 15 years experience in the Financial Services Industry. She has completed a Bachelor of Business, Diploma of Financial Services and Advanced Diploma of Financial Services. Her passion for providing client focused advice allows her to structure tailored made financial plans for individuals, businesses and the self-employed. Her reward is seeing her clients realise their financial and lifestyle goals.
Mari Nguyen is an authorised representative (317240) of Australian Investment & Insurance Group Pty Ltd (AFSL 226405).