- Dip FP
- Certified Financial Planner
Primeplan Wealth provides a comprehensive and personalised financial planning service. Specialising in strategic financial advice to clients throughout their various stages of life. These range from Early Wealth Creation and Tax-effective ‘gearing’ strategies, Superannuation, Retirement Income strategies, Aged Care and Estate Planning.
Primeplan Wealth provides simplified and professional solutions to help build and protect your family’s wealth.