- Examine your current situation.
- Identify and quantify your goals.
- Come up with strategies to achieve your goals.
- Once you agree, we put the strategies in place.
- Then, on-going review to keep things on track.
Our aim is for every client relationship to last for at least 30 years. That's why we are prepared to spend as much time as it necessary in getting to know you and your goals. A "no obligation" meeting is the first step in our relationship.
For more information, please call or email us. We look forward to talking with you.
Marcus O'Callaghan BComm, LLB(Hons), DFS(FP)
Marcus O'Callaghan and Belmont Financial Pty Ltd are authorised representatives of FourThree Pty Ltd AFSL 472131.