Eastern Financial Solutions Competitors

Activam 2024 Impact Awards Dealer Group of the Year Best Independent Dealer Group -2024 Australian Wealth Management Awards 2023, 2022 & 2021 Dealer Group of the Year - IFA Excellence Awards 2022 Company of the Year - IFA Excellence Awards 2021 Licensee of the Year - Core Data Lifespan is a leading community of professional, client-focused financial advisers. Since 1994 we have grown to become one of Australia's largest privately owned adviser networks - providing a robust and reasonable compliance framework, the flexibility to choose the right solutions for your business and your clients, and on-call support when you need it. Lifespan has a substantial network of more than 250 authorised representatives in over 160 offices across Australia. Since its inception in 1994, Lifespan has remained privately owned and, with the absence of institutional owners, our approach continues to allow you the flexibility to choose. It also means that we are here for the long haul.

Momentum Wealth is a research-driven, full-service property investment consultancy dedicated to helping clients build successful property portfolios. We offer a complete range of tailored property investment advice and services. We only work for you to provide independent property investment advice and we don’t sell you any property. Our knowledge of the Perth property market has returned outstanding results for our clients, whose properties have outperformed the market, delivering them greater wealth. Our services include: Property Finance & Investment Advice Property Acquisition (Buyer’s Agency) Property Management Property Development Residential Development Syndicates Commercial Property Investment

Our Aim Financial freedom is a goal of many Australians, and our aim is help our clients develop and implement strategies that can guide them to financial security. We want to develop long term relationships with our clients by providing structure and expertise on strategies and support that will help them attain their financial security and financial freedom throughout their lifetime. We aim to professionally help our clients: - Increase wealth; - Protect their wealth and income; - Attain financial security for their lifestyle, and; - Ensure that their estate and succession plan are in place to benefit the people they most care for. - You can contact our friendly and professional team at Vision Financial Strategies (incorporating Southern Financial Strategies) on (08) 9474 9777 or contact us. Preston Enterprise (WA) Pty Ltd (ABN 84 021 202 454 ) t/as Vision financial Strategies and Southern Financial Strategies, Authorised representative and credit representative of Charter Financial Planning Limited. This LinkedIn Page contains 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. Financial Services Guide can be found on http://www.visionfinancial.com.au/compliance/