PECUNIA

Our aim is to work in your best interests. We are actively committed to a code of ethics designed to achieve best practice in financial planning. We emphasise and prioritise your rights and entitlements as our client at all times... We provide our clients with access to a wide range of highly trained and qualified staff including accountants, solicitors, and credit advisers. In this way, we ensure that each client optimises their financial position as efficiently and effectively as possible... We provide the full range of financial planning, taxation and legal services to all of our clients. We enjoy access to a huge reservoir of technical expertise and practical experience and we love sharing this resource with all of our clients. Our expertise ranges across investments, risk insurance, superannuation (including self-managed superannuation), estate planning, retirement and aged care planning, business advice and inter-generational financial planning.

Also known as: PECUNIA Private Wealth Management

Primary location: Port Macquarie Australia