Advice

Financial advice involves strategic ideas about creating, preserving, and passing on wealth in the way you want. You, as the client, determine the scope of the advice you wish to receive

Before you start, you may wish to look at the Australian Government’s moneysmart website and read their booklet called Getting advice . This will provide you with an independent guide to obtaining advice which you can then apply to your experience with 72 Financial.

Click here to visit the moneysmart website

At 72 Financial, we’re about securing your financial future. We assist YOU with YOUR financial needs – from investing, structuring, insurances and tax, through to superannuation, retiring, and estate planning, we can help get it right for you.

The first step is to see where you are now. Take our 5 Minute Financial Health Check to see for yourself where advice might help you.

Click here to take the 5 Minute Financial Health Check

For more detailed information about your financial situation, please complete the About You Questionnaire and send this to us. 72 Financial will then contact you for an obligation-free discussion shortly afterwards.

Click here to take the 72 Financial Questionnaire