Financial Planning & Advice

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Financial Planning is about helping you plan for your future. It’s more than just retirement planning… it’s about creating wealth, and then protecting that wealth.

Your Financial Planner does this by getting to know you….their priority is to understand you and what you want to achieve in your “financial” life, and then to provide advice and tailored strategies designed to help you achieve your lifestyle and financial goals.

And this is all done with a focus on your peace of mind and comfort.

 

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Visit the pages below to learn more about how we can help you:

 The information above is not intended to constitute financial advice and does not take into consideration your personal objectives, financial situation or needs.  Contact us on 13 11 82 with any questions , or visit your nearest branch to talk with a consultant.  People's Choice Credit Union, a trading name of Australian Central Credit Union Ltd ABN 11 087 651 125, acts under its own Australian Financial Services Licence (AFSL 244310) and Australian Credit Licence (ACL 244310).  In Western Australia our Financial Planning is provided through Financial Solutions Australasia Pty Ltd ABN 36 008 939 599 AFSL 244 308, a 100% owned subsidiary of Australian Central Credit Union Ltd, trading as People's Choice Credit Union.

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Copyright © 2013 People's Choice Credit Union, a trading name of Australian Central Credit Union Ltd
ABN 11 087 651 125    Australian Financial Services Licence (244310) and Australian Credit Licence (244310)    BSB 805-050