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
To help you plan for your future, your Financial Planner will look to create a relationship with you and truly get to know you… Their priority is to understand you and what you want to achieve financially. Once they have this understanding, they can provide advice and tailored strategies designed to help you achieve your lifestyle and financial goals.
This is all done with a focus on your peace of mind and comfort. Make an appointment with our Financial Planners when it suits you.
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. Before acting on the information you should consider whether it is right for you. You should speak with a People’s Choice Financial Planner to obtain information about the product issuers. Contact us on 1300 132 982, or email firstname.lastname@example.org to make an appointment. You should consider the Product Disclosure Statement (PDS) and Disclosure Documents provided to you by your Financial Planner for any product before making a decision.
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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