|Name||Robert Lurie, AFP®|
|Company||Chalice Financial Services|
|Address||Level 1 ,43 Cedric Street
Stirling, WA 6021
Chalice Financial Services is a team of highly-qualified professionals, committed to providing outstanding financial advice and service.
Chalice is 100% privately-owned, independent of any ownership links to financial institutions or service providers. With our own Australian Financial Services Licence (AFSL) we are ideally positioned to meet the ongoing needs of a growing number of people looking for non-associated, independently-owned advice firms.
Personally, I have been providing financial advice to a variety of clients from young couples to retirees for several years now. I focus on investment management (super and non-super) that seeks capital preservation as a worst-case return, rather than 'the market' return, as well as risk protection (insurances).
I am happy to talk to anyone who feels they may be in need of financial advice. I encourage you to simply email me your questions or concerns surrounding your financial situation. An initial consultation is at no cost, and is simply a ‘getting to know you’ session for both parties. Please feel free to visit our website for further details on the services we provide - http://chalice.net.au/services/