WEALTH MANAGEMENT AND FINANCIAL PLANNING
Our wealth management service is provided through Murchisons Wealth Management Pty Limited, a joint venture between Murchisons and Point Financial Pty Limited an authorised representative of Genesys Wealth Advisors Limited.
Through the interaction of Murchisons and Point Financial, our wealth management services can guide you through the process of establishing your financial needs, goals and risks.
Services include:
• Small Business Planning including advice to business owners on how to create
wealth outside of business and providing advice on employee superannuation
• Personalised Financial Planning and providing investment strategies to achieve
your goals
• Wealth Protection Insurance
• Self Managed Superannuation and helping you take control of your superannuation
Responsible:
