33 years experience. Since 1999, Ann has been working for small financial planning practices where she has been able to personally assist clients in achieving their financial and lifestyle goals. As a Paraplanner/Strategist for 7 years she is able to provide clients with comprehensive advice in all areas of Financial Planning. Ann has a very strong knowledge and experience in Superannuation and Retirement Planning, and can assist with Centrelink and Aged Care.
We offer a wide range of services and advice which are composed to your specific needs. Our main areas of expertise covers Superannuation, Investment, Retirement, Insurance, Self-Managed Super Funds and Estate Planning. With a variety of model portfolios to suit any strategy, a Wealthwise Adviser can help achieve your goals.
Finding you the best financial solutions starts with me taking the time to fully understand your financial ambitions. I’ll then research and tailor finance most fitting to your individual situation from around 30 of Australia’s most trusted financial institutions with their myriad of competing products. Whether it’s a loan for your first home, your next home or refinancing your current home, purchasing a vehicle, equipment or taking out a business loan, I’ll guide you through all the necessary paperwork. Capita Finance Solutions – Vernal
We are a locally owned and operated finance broking firm with over 35 year’s industry experience. We take pride in helping others achieve financial success in their business and or personal life. We can assist with commercial equipment finance, motor vehicle finance, mortgages, leisure items, insurance premium funding, debtor funding and commercial property finance.
We are an experienced, fun, professional bunch of hard-working finance brokers who provide you with access to a wide range of loans, carefully recommending just a few options for you to choose from which match your preferences. We are about a better finance experience that starts the moment you make contact with us.
Baillieu Holst is one of Australiaís leading independently owned financial advisory firms, providing a range of wealth management services to clients. Spanning generations, Baillieu Holst has been built around relationships formed on trust, experience and expertise. Baillieu Holst Pty Ltd