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Nicole Pertzel is a Certified Financial Planner and Self Managed Super Fund (SMSF) Specialist Advisor. Nicole has over 15 years experience in partnering clients to achieve personal financial wellbeing.
Nicole and her team operate from offices in Geelong and South Melbourne and offer the following Financial Wellbeing Programs:
# Family Superannuation Funds Partnering with you to take the burden out of managing your own super fund. We guide you as trustees through the complexities of taxation and superannuation regulations in order to maximise legislative and investment opportunities.
# Pre-Retirees and Retirees Partnering with you to provide you with the confidence and security of knowing whether you are on track to achieve a sound retirement and ensuring you maximise investment and legislative opportunities.
# Wealth Accumulators Partnering with you to provide you with peace of mind and financial guidance to support your family’s needs both now and in the future.
# Business Owners Partnering with you to protect your business and cashflow through the use of business estate planning strategies and funding mechanisms. In addition we provide peace of mind to ensure your family’s financial position is optimised.
Please contact us for further information or to make an appointment.
Operating from:
Level 8, 114 Albert Rd
South Melbourne, VIC 3205
03 8682 6319
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