CREATE ADVICE GROUP Competitors

We have been a specialist financial planning company for a quarter of a century. Everything we do is based on our philosophy of taking the time to discover what really matters to our clients. A lot of the discussions we have are about intangible topics and ‘what if’ scenarios, so it requires a lot of attention, time and care to get right. Before we start thinking about the services and strategies we can offer you, we take the time to understand: •What is unique about you •What is important to you, and •What is it that you want to achieve in life We understand that everyone is unique with their own dreams and visions, and so is our advice. Life is a journey with ups and downs, and we specialise in creatively and effectively solving your financial challenges and reaping the biggest rewards from your financial successes. Disclaimer: This LinkedIn page and posts contain information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information Sydney Financial Planning ABN 35 002 976 294 is an authorised representative of Charter Financial Planning, Australian Financial Services Licensee (AFS Licence No. 234663) Please click here: http://www.sydneyfinancialplanning.com.au/resources/financial-services-guide, to access the company's FSG.

Income Solutions is a leading financial planning and advice practice. Our principal objective is to help our clients create a consistent, reliable and truly passive income stream. An income stream which will guarantee that our clients live their chosen lifestyle with passion and the absence of financial worry. We have a well researched and carefully designed four-step process which ensures our clients are equipped with the knowledge and understanding required to make sound financial decisions. Our Common Sense Investing WEBINAR is designed to expose clients to an exciting and strategic way of thinking about their financial future. By exploring intelligible, yet in-depth investment insights and practical advice, this session promotes client confidence and motivates them to achieve more. This Common Sense Investing Webinar is accessed via the Income Solutions website. Income Solutions Geelong No 2 Pty Ltd, ACN 644 550 078 T/A Income Solutions is a Corporate Authorised Representative of Personal Financial Services Limited ABN 26 098 725 145, AFSL 234459, 271 Spring Street, Melbourne, VIC 3000 Income Solutions choose to be licensed through Personal Financial Services Limited and all advisers of Income Solutions are Authorised Representatives of Personal Financial Services Limited ABN 26 098 725 145, AFSL 234459, 271 Spring Street, Melbourne, VIC 3000

Intergenerational Wealth provides tailored financial advice aimed to guide Australians towards their financial goals and objectives. These objectives range from a broad range and often include wealth creation plans, providing for retirement, protecting the family, estate planning, minimizing tax, maximizing Centrelink entitlements and much more. Our comprehensive financial planning services ensure our clients have the peace-of-mind of controlling their current financial position and confidence in what their future will encompass. We help to guide our clients to achieve financial freedom. Services Include: Financial Planning | Insurance | Investment | Retirement | Superannuation | Business Financial Services | Capital Gains Tax Planning | Small Business Rollover Concessions | Retirement Planning | Shareholder Insurance | Business Succession, Keyperson Insurance | Estate Planning | Buy/Sell Agreements | Business Debt Redemption | Personal Financial Services