Financial Planning

WHAT MAKES US DIFFERENT?

 

Our financial planning division operates on a "Client Centric" model which focuses squarely on all of your goals, both short term and long term, financial and lifestyle. Our process helps you understand what is required to achieve your goals and provides the steps and the motivation to ensure your success. We build a suite of financial solutions tailored to your needs and perfectly aligned with your individual situation. We pride ourselves on creativity and thinking outside the box to find you the best advice outcome.

LOOKING FOR UNIQUE PERSPECTIVE?

 

The strategy that flows from our "Client Centric" approach, in conjunction with the years of experience provided by our accountants, provides a uniquely comprehensive perspective that considers the lifestyle, investment and taxation outcomes for clients. This is an important factor in an increasingly complex legislative environment.

WHY IS SKILL, SUCCESS AND EXPERIENCE AN ADVANTAGE TO YOU?

 

Pure Advice is not affiliated to any banking or financial institution. We offer a broad range of financial products and services that are backed by our ongoing support and expertise. Our skills and dedication enable us to offer first class, personal services in financial planning, wealth creation and wealth preservation strategies, while at the same time assuring that we are a progressive firm in the ever-evolving financial services profession.

WE ARE ABLE TO OFFER THE FOLLOWING SERVICES:

 

Financial Planning Services Retirement Planning
Investment Management Account Based Pensions
Estate Planning Transition to Retirement
Superannuation Wealth Creation
Insurance Services    

PURE ADVICE PTY LTD (ABN 58 141 012 008) AFSL 223610

 

Telephone: 02 8719 0518

Fax: 02 9555 7952

Email: advice@pureadvice.com.au

Links & Tools
Web site links that contain useful information and tools related to your accounting needs.
Staff Profiles
See our outline of our capable and willing team of accountants and support team.
Tax Newsletter
Our annual Tax Newsletter contains up-to-date information on changes to the Tax System.
© Copyright David Le Page 2011. All rights reserved Site Map | Contact Us
● 766 Darling Street, Rozelle, NSW 2039 ● Phone (02) 9818 2920
● P.O. Box 697, Rozelle NSW 2039 ● Fax (02) 9555 7952