What are you looking for?

      About Uschevron down

      Advice that puts you first

      General Info

      Advice that puts you first.

      We take the time to get to know you and what's really important to you, your values and goals, your family, career and financial well-being, your challenges and opportunities.

      Whatever stage of life you're in you want good financial management, tailored to your unique circumstances and dreams. You want to be in control and do the best you can. With a focus on you, we help you implement plans that give you clarity and certainty about the direction you're heading and also help you prepare for changes and the unexpected along the way.

      Accreditations
      Accreditation badgeCertified Financial Planner
      Email
      ABN
      49 606 072 820
      Service Notes
      By Appointment
      Other Links
      Other Email

      Categories
      Financial Planning, Life Insurance, Superannuation Fund, Annuity & Rollover Consultants
      Keywords
      Estate Planning Taree, Financial Planning Taree, Investment Planning Taree, Investment Strategies, Managed Funds, Retirement Planning, Retirement Planning Mid North Coast, Self Managed Super Fund, Sue Baker, Superannuation
      FAQschevron down

      Where are you located?

      We are located at Suite 3/ 142-144 Victoria Street, Taree NSW 2430.


      Are you registered?

      Yes, we are registered.


      How can I contact you?

      You can give us a call on (02) 6551 7577.