JOSH OFFERS:
✓ A clear financial plan to address and achieve both your short & long term goals.
✓ Ongoing assistance to hold you accountable to make sure you meet your milestones.
✓ Peace of mind knowing you’re on track with your goals, allowing you to focus on what’s important to you.
JOSH CAN HELP WITH:
✓ Superannuation
✓ Investments
✓ Personal protection
✓ Cash Flow management
✓ Budgeting
✓ Tax minimisation
✓ Asset protection & structuring
✓ Self-Managed Superannuation
✓ Retirement planning
✓ Estate planning
✓ Centrelink
PLUS MORE
Josh Lee
Director / Financial Adviser
Director / Financial Adviser
Mstr FP, B.Bus, AdvDip FP
JOSH OFFERS:
✓ A clear financial plan to address and achieve both your short & long term goals.
✓ Ongoing assistance to hold you accountable to make sure you meet your milestones.
✓ Peace of mind knowing you’re on track with your goals, allowing you to focus on what’s important to you.
JOSH CAN HELP WITH:
✓ Superannuation
✓ Investments
✓ Personal protection
✓ Cash Flow management
✓ Budgeting
✓ Tax minimisation
✓ Asset protection & structuring
✓ Self-Managed Superannuation
✓ Retirement planning
✓ Estate planning
✓ Centrelink
PLUS MORE
