
Name | Robert Daniele AFP® |
Company | Minerds Bell Consultancy Group |
Address | 79 Belair Road Kingswood, SA 5062 |
Phone | 0428 421 122 |
Website | minerdsbell.com.au/ |
I am a financial planner from Adelaide, SA.
I have a strong focus on guiding those who are leading into retirement and in retirement as it can be quite a complicated area that is forever changing through personal lifestyle changes, financial changes and other changes such as legislative. Using my experience and education ranging from a Bachelor of Commerce (Accounting) and an Advanced Diploma of Financial Planning - I try to simplify and maximise retirement outcomes for my clients and work together through the changing landscape.
Key areas of focus:
- Helping clients approximately aged 50+ who are thinking of ways to maximise their retirement.
- Advising those aged 55+ who are leading into retirement and those who are already in retirement.
- Utilising superannuation, investments and tax effectives strategies to build wealth.
To find out more:
- Contact myself on 0428 421 122
- Email me at [email protected]
- Or visit http://minerdsbell.com.au/our-services/