Plan, nurture, flourish... helping you reach your financial goals
ABOUT ME:
I have 10 years' experience within the financial services industry. My experience has allowed me to evolve my knowledge and expertise, developing my passion for client focused advice. I have completed a Bachelor of Business, Diploma of Financial Services and Advanced Diploma of Financial Services. Conviction in my capabilities allows me to provide tailored advice for individuals and businesses. My reward is seeing my clients realise their financial and lifestyle goals.
LIST OF SERVICES:
• Investments (property, shares, cash and managed investments);
What investments you can make in order to pay off your house earlier (i.e shares, investment property etc)
What investments you can make in order to retire with peace of mind
Budgeting and handling your money
Consolidating super funds
Saving money on insurance
Saving money on tax and other fees
Building wealth
Making more money and knowing how to keep it
Managing debt and reducing debt
Who will benefit from our services?
It doesn't matter how old you are, how much money you have or income you generate, we can help you. Whether you are:
a young person looking to buy your first home;
someone saving for a house;
already own your home and looking to invest in new property;
looking for ways to build your wealth; or
towards the end of your working career and thinking about retiring,
... contact Canopy Financial Group today.
We have clients throughout Melbourne and have convenient and flexible operating hours. We provide affordable financial services and clients have the option of paying for our services with their Superannuation.
We're happy to arrange meetings in the comfort of your own home or work place - anywhere that suits you.
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