The need for quality financial advice has never been greater.
We have partnered with Moore Stephens, a National Network of Wealth Management professionals to help you build and develop long term investment and wealth strategies.
As a Peoplebank contractor, you are entitled to a 10% discount on initial advice and a 25% discount on ongoing advice. Better still, the first consultation is free and comes with no obligation and can cover advice and services in three distinct areas:
Advisory Services including: Financial Advice; Asset Protection and Insurance; Estate Planning; Portfolio Advice and Management; Retirement Planning; Superannuation Advice; Superannuation Advice; and Wealth Accumulation.
Investment Services including: Shares; Managed Funds; Margin Lending; Superannuation including SMSFs; Fixed Interest Securities; Pensions and Annuities; and Home and Investment Loans.
Taxation Services including: The preparation and lodgement of a standard income tax return for $330. This service allows you to have your return prepared by a professional, defer your lodgement until May of the following year (a big benefit if you owe money) and you receive full year e-mail access to a taxation professional to assist with your queries.
