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Background
Approach
Values
Team
You
Retiree
Wealth Builder
Entrepreneur
Immigrant
Solutions
Structuring
Wealth Creation
Mitigation
Management
Transfer
Resources
Connect
get in touch
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When would you prefer us to contact you?
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In a few sentences, could you tell us about what you are looking for in an adviser relationship?
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How soon would you like to start working on your financial goals?
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As soon as possible
Within the next 6 months
Within the next 12 months or later
What is your residency status?
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Australian citizen
Permanent resident
Temporary visa
Where do you hold citizenship?
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What visa are you on?
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adviser What would
What is your income?
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$0 to $18,200 per annum
$18,201 to $45,000 per annum
$45,001 to $135,000 per annum
$135,001 to $190,000
$190,001 per annum and over
Are you planning to retire within the next 10 years?
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Yes, I would like to transition to retirement
Yes, I would like to fully retire
No, I am already retired
No
What would you like your income in retirement to be?
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Anwer to be given in $ per annum
Submit
1/89 Winton Rd, Joondalup WA 6027
(08) 9256 3788
[email protected]
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