The Financial Planning Association of Australia The Financial Planning Association of Australia

David Ladeira, CFP®


Name David Ladeira, CFP®
Company StatePlus
Address Level 4
280-286 Keira Street
Wollongong, NSW 2500
Phone 02 42763311
Email [email protected]
Website http://www.terrycross.com.au/

TCFS believes in the importance of Financial Advice. We help our clients make smart financial decisions. Financial Advice isn’t just about investing money. It’s about guiding our clients on their journey on how to achieve their life goals now and into their retirement. It’s about giving our clients the freedom to enjoy the lifestyle they want.

We like to think of ourselves as a guide along your life journey. Not just on financial matters but to help understand what your retirement can and might be. To help with taking a diligent approach to your strategy so you can achieve your goals and objectives. To help take away the stress of the unknown, whether it be accumulating wealth, protecting your family and your income, preparing for and ultimately making the most of your retirement.

It’s also important that we get to know you. We will take the time to discover where you’re at now and where you would like to be. We understand that a “one size fits all financial plan” doesn’t exist and that everyone’s situation is unique. We will find out what’s important to you and your family and discuss how we can help you achieve your goals and objectives.

Our range of services include:
* retirement
* superannuation
* managed funds
* personal insurance
* redundancy
* estate planning
* Centrelink
* wealth creation

Please contact our office on 02 4276 3311 for a free, no obligation first appointment to discuss your Financial Planning needs.

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