Name | Stuart McDonald CFP® |
Company | True North Wealth Advisory |
Address | 4.03 1-5 Railway Street Chatswood, NSW 2067 |
Phone | 0477310577 |
Website | www.truenorthwealth.com.au |
I provide clients with ideas and solutions to help them make the most of their opportunities. I try to understand as much as possible about my clients’ situation - what they have, where they've been and what their dreams and aspirations are for the future. I then help develop a sound investment philosophy that'll enable them to reach financial independence sooner, provide funds when they're needed and give them options that might not otherwise be available (such as early retirement). I get to understand the financial situation of many different people. So there's a good chance I've already seen what has and hasn’t worked for someone in similar financial situation. I can use that knowledge and tailor it so my clients have clear options. That's my value proposition.