VIEWS: 3 PAGES: 2 POSTED ON: 4/17/2010
Accumulate, accelerate and protect your wealth!
Justin Camden My range of services The most valuable things in your life are protecting your financial needs, wants, goals and objectives. Wealth Protection Without suitable protection the wealth you have built can My financial planning process is to help my erode as a result of an accident, illness or death ADVISER PROFILE OF client's structure strategic advice to achieve JUSTIN CAMDEN legacy through key and core processes. Wealth Creation Investment strategies to provide sufficient capital for My holistic approach to financial planning in the immediate or future capital needs Financial Services Industry has been built on a stable foundation consisting of Insurance, Retirement Planning Superannuation & Investments. So you can maintain a regular income, enjoy life and retire with confidence "I enjoy most meeting & getting to know people, sharing my wealth of knowledge" Personal and Business Superannuation My holistic approach to financial planning is Take advantage of both the tax concessions and the developed through healthy relationships, service, effects of compounding returns trust, attention to detail and you are happy with me being your servicing financial planner". Business Insurance Protect your business interests for you and your family in the event of an unexpected circumstance Are you authorised to provide financial services and products? Self Managed Super Funds Provide benefits to members on retirement or death. Yes. I am an authorised representative of WealthSure Pty Ltd. Australian Financial Services Maximum flexibility and portability Accumulate, Licensee No. 238030. ABN 93 097 405 108 UK Pensions We help you understand the UK Pension and the WYSE WEALTH FINANCIAL PLANNING accelerate and Australian Super System so you make the best decision protect your wealth! My ASIC authorised representative identification JUSTIN CAMDEN: 0424 151 010 number is 342386 firstname.lastname@example.org I am authorised by WealthSure to provide financial www.wysewealth.com.au services including advice on the following financial products: Wyse Wealth Financial Planning Pty Ltd This Adviser Profile is the second part of the What are your educational qualifications and What fees are charged for implementation of Financial Services Guide (FSG) and must be read in experience? advice? conjunction with the first part of the FSG. Advanced Diploma of Financial Planning 4-8 All fees and commissions relating to the Diploma of Financial Planning 1-4 implementation of advice and the ongoing services I Diploma of Business provide will be explained in full detail in the Statement Financial Planning Cert IV Management & Leadership (Distinction) of Advice. Date of completion of Profile: 3rd February Financial Planning is the process of Marketing Cert III 2010 identifying your financial goals and devising a plan to achieve them. Your goals may include buying a home, saving for your children’s education or planning for retirement. Our financial planners can help you do this. We take the time to look at your short and long-term financial goals, and with you, establish an investment strategy to help you achieve these goals in your future. What fees are charged for initial advice? As a Wyse Wealth Financial Planner can help WYSE WEALTH FINANCIAL PLANNING A fee is charged by Wyse Wealth Financial Planning for the you meet your financial objectives by initial advice I provide and for the preparation of a providing a full range of services. Statement of Advice. The fee is based on the complexity of the advice provided to you and the value of the funds you invest. The SoA preparation fee will generally be between $500 and $5,500 although it may be higher in limited If you would like to make an appointment to discuss circumstances. your financial needs and objectives in more detail, please contact me on 0424 151 010 The SoA preparation fee will be agreed with you before we commence work and is payable in full when you receive your Statement of Advice.
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