Merv Gay - Financial Planning Services
I have been in the financial
services industry for 35 years. Most of that time was spent living in
Maryborough
By working together, with
careful planning and reviewing, many clients of mine have built substantial
sums of superannuation.
I have helped clients
purchase properties and assisted in business planning by drawing on broad
experience and common sense.
Financial
planning is a procedure involving five steps:
1.
Collecting all financial data
from a client.
2.
Examining and evaluating the
collected data.
3.
Highlighting to the client
problems with existing strategies.
4.
Recommending solutions and a
course of action.
5.
Reviewing the plans each
year.
Laws constantly change;
superannuation laws, taxation laws, as well as centrelink benefits.
You need to know how these
laws affect you and how you can benefit from them and protect yourself from
making decisions, which may not be in your best interests.
It’s never too late to start planning!
Contact:-
Merv
Gay.
14
Panoramic Drive.
Phone: (03) 55267160
Fax: (03) 55267161
Email: mgia@netconnect.com.au
Merv Gay is an authorised
representative of Synchron Pty Ltd. AFSL243313. For further
information