05 16

Financial planning narre warren

logo smallWe would like to introduce our new strategic partner, Maple Tree Wealth Management Pty Ltd, for the provision of financial advice to our clients. A number of our clients wanted us to assist them with their financial planning needs through an in-house partner. The decision to partner with Maple Tree Wealth management Pty Ltd was made on the following basis:

We wanted to provide our clients with advice that was objective, tailored and free from institution ownership (unbiased advice);

We wanted to provide a transparent fee for service model free of conflicted remuneration (no kickbacks or commissions on investments and superannuation), and;

We wanted to offer our clients proven, practical, and time tested strategies to grow their wealth.

Maple Tree Wealth Management Pty Ltd is headed by Ron Malhotra who has over 15 years experience in financial services having worked for some of the largest financial institutions in Australia and globally. Ron is a qualified financial adviser who carries the AFP designation through the Financial Planning Association of Australia, and Advanced Diploma in Financial Planning, an Associate Chartered Financial Practitioner designation through the Association of Financial Advisers and a Masters Degree in Business Administration.

If you would like to book a complimentary financial health check (valued at 5) and understand how you can secure your financial future by meeting with Ron, please contact our office on 1300 577 477 to arrange an appointment, or click on the link below.

Maple Tree Wealth Management Pty Ltd is a corporate authorised representative of GPS Wealth AFSL 254 544, Australian Credit License 254544, ABN 17 005 482 726.

Contact us today!

financial planning narre warren

Comments

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