The role of your financial planner is help you determine and assess your financial goals.
The Financial Planning Process
Financial Planning can be full of complexity, confusion and technical jargon but we want to keep financial planning simple so that you can truly understand why you’re creating wealth. We want to empower clients with the ability to accumulate wealth and protect your family’s financial future.
Your financial future rests on the decisions you make today. Whether you’re starting out, running your own business, working in someone else’s business, planning for retirement, or just need financial peace of mind, contact us today for an initial no fee, no obligation Financial Planning Consultation.
Felix O’Neill | Financial Adviser DFP
Walshe Clancy O’Neill Financial Group
AFSL No. 243313
Suite 6, 15-21 Collier Road, Morley, 6062
Mobile: 0421 611 221
Felix O’Neill Financial Adviser is an authorised representative of Synchron, AFS Licence No. 243313
The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.