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.
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.
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.
Financial Advice discussed in this website is provided by 72 Financial Pty Limited (ACN 112 050 110). 72 Financial Pty Limited is an Australian Financial Services Licensee (AFSL number 286912) and has its registered business address at Suite 9, 1 Milton Parade Malvern, Victoria 3144. In this website, tax advice is provided by related entity 72 Accounting Pty Limited (ACN 610 747 272).