Financial & Insurance Advice

Financial & Insurance Advice from Precise Wealth Management

By: Precise Wealth Management  16-Jan-2014
Keywords: Home Loans, Life Insurance, Investment Loans

We understand that finding the right Financial Planning partner can be hard. Our service are designed to provide you with the peace of mind that allows you the opportunity to stop worrying about your money and start living the life you want, helping you focus on what makes life. Our Financial Life Planning service brings together technical expertise, cashflow modeling and the human touch to create a solution tailored towards your overall life goals and values. ​We also understand everyone situation and needs are different and that you may not often need a full financial plan, so we are also able to provide you with specific advice (i.e. Retirement Planning, Superannuation Advice, saving for your first home, kids education, etc). Our Financial Planning Service is designed to provide you with the peace of mind that allows you the opportunity to stop worrying about your money and start living the life you would like to have, helping you focus on what makes life meaningful to you, so your finances are aligned with your personal values. ​Our Monitor and Review service ensures that your Financial Life Plan remains on track and adapts to changes in your life, such as family, starting a new job, planning for your first home or investment property and those unforeseen events such as loss of a love one, or unable to work due to sickness or injury. Charley Martinez and Precise Wealth Management are Authorised Representatives of Synchron. AFS Licence No: 243313.

Keywords: Cash Flow Management, Child Cover, Debt Reduction Strategies, Estate Planning, Financial Advice, Financial Planner, Financial Strategies, First Home Buyers, Gearing Strategies, Home Loans, Income Protection, Investment Advice, Investment Loans, Investment Strategy, Life Insurance, Mortgage Broker, Personal Insurance, Personal Loan, Personalised Financial Services, Retirement Planning, Smsf Advice & Setup, Super and Retirement Planning, Tax Efficient Investments, Trauma Insurance, Wealth Generation, Wealth Protection,