Precise Wealth Management Western Sydney

Financial Planner, Income Protection, TPD Insurance, Life Insurance, Trauma Insurance, Investment Advice servicing Western Sydney, Blue Mountains

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  • (02) 8208 ####
  • (0421) 32# ###
  • Suite 5, First Floor, 472 High Street
    Penrith 2750

    Map
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    • Financial Planning Western Sydney
    • Monday - Friday: 8am-5pm
    • Personal Assessments by appointment
    • 5 Day Financial Planning Sydney wide

About Us

 

 

 

 

Financial Planning Western Sydney Personal Insurance Specialists

Are you looking forward to retirement or are your debts causing you sleepless nights?

Do you have clear long-term goals for your future but lack the ability to implement them?

Are you underinsured for income protection, Life Insurance, TPD insurance, trauma and critical illness?

Have your circumstances changed?

Money matters: not only the lack of it but also the security that financial planning and risk insurance can bring. Everyone, at any stage of life can benefit from professional and trustworthy advice to formulate immediate financial needs as well as long-term objectives reducing financial risk.

More than Financial Planning - it's Lifestyle Planning

Precise Wealth Management is a financial planning company with ten years of financial industry experience. Precise Wealth Management’s main focus is the financial security of its clients.

Precise Wealth Management specialises in building long-term relationships with their clients to assist them in making important financial and life decisions, to generate and accumulate wealth.

By taking a proactive approach, Precise Wealth Management can help clients mitigate or avoid unnecessary risk.

Wide Range of Financial Planning Services

Precise Wealth Management offers a comprehensive range of financial advice and services including:

  • Wealth Creation and Financial Planning Advice
  • Income Protection, Life and Trauma Insurance, TPD and "Tradies Insurance"
  • Superannuation, (including rollovers and retirement planning)
  • Debt reduction strategies
  • Home Loans
  • Estate planning

Precise Wealth Management prides itself on its accessibility and their ability to adapt to your needs. They will visit you to discuss your needs whenever it suits you.

For a free, no-obligation appointment, contact Precise Wealth Mangement on (02) 8208 #### and let them make your money matter more!

 

Charley Martinez and Precise Wealth Management are authorised representatives of Synchron (Synchron AFS Licence No 243313)


View similar businesses near: Penrith NSW

Financial Planning

Products

Financial planner, home loans, mortgage brokers, critical illness insurance, lifestyle planning, superannuation rollovers, retirement planning, wealth creation, life insurance, retirement planning, estate, debt reduction strategy, car loans, truck loans, finance broker, equipment finance, critical illness insurance, lifestyle planner.


Services

Servicing Western Sydney, mobile service also available from Windsor to Parramatta to Campbelltown, Liverpool, through to Penrith, Katoomba, Blackheath, Blue Mountains, Richmond, Blacktown, Castle Hill, Fairfield, Baulkham Hills, Pennant Hills and surrounding suburbs.


Certifications

  • Diploma of Financial Planning
  • Certificate IV in Financial Service (Mortgage Broker)

Categories

Financial Planning Financial Consultants Investment Services Loans & Mortgages Life Insurance



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