Name | Gray Foreman CFP® |
Company | Lifetime Capital |
Address | PO Box 6343 Highton, VIC 3216 |
Phone | 1300431217 |
Arranging a no-cost Initial Discussion is the first step in planning your new financial future.The Initial Discussion goes for about an hour and it’s a chance for you to check us out, to talk about what you want to achieve and for us to determine whether we can be of any assistance.It’s the start of a journey. A financial journey – together.And it comes down to three main questions …1/. Where am I now?2/. Where do I want to be?3/ What are the best ways of getting there?Call now to make a time.We have assisted clients in areas of ...- Retirement planning & income strategies- Superannuation & salary packaging- Centrelink strategies & reviews- Nursing home planning and placement- Estate planning & binding financial agreements- Budgeting and cashflow management- Personal insurance and risk assessment- Investment advice & property acquisition To find out what other people have said about our service go to the Partner Financial Group website.