|Name||Deon Paoliello AFP®|
|Company||Legacy Private Wealth Pty Ltd|
|Address||7 Mindalong Close
Bunbury, WA 6230
Legacy Private Wealth
At Legacy Private Wealth the focus is clearly on Wealth creation and Wealth protection strategies.
A Boutique financial planning practice servicing the South-West with over 20 year`s experience in the industry, we make it possible for retirees, business owners and families to access easy to understand, customer centric and affordable financial advice.
Looking after professionals and small business owners we look to put in place strategies to protect wealth and ensure smooth succession within family run businesses.
Some of our specialist areas include
• Pre-and post retirement planning
• Superannuation advice
• Personal life insurance needs
• Business life insurance needs
To arrange your initial, obligation free consultation feel free to contact me on 0429 772 017 or via email [email protected]
Legacy Private Wealth is an authorised representative of Financial Wisdom Limited AFSL 231138