wealth services

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services

 

 

 

 
 
 
 

 

 

contact us
Head Office Qld
Suite 28 Level 4
Hyper Centre
50-56 Sanders Street
Upper Mt Gravatt Qld 4122
 
T: 1300 886 724
F: 1300 886 725
 
PO Box 6714
Upper Mt Gravatt Q 4122
 
 
 
 
 
info@360degreewealth.com.au

Wealth Creation

As specialists in lifestyle planning and the self-employed, we aim to deliver exceptional results and if it suits your goals, we will treat your financial plan as your business.

Our business strategy is all about developing solutions for our clients, in particular those who require specialist planning where conventional planners are unable to assist. Our expertise lies in home equity release for debt reduction, retirement planning, investment properties, debt consolidation, with tax effectiveness our speciality.

We will work your wealth from every angle, with you to achieve your financial and lifestyle goals, providing a truly personal service. Leaving you more time to do what you want to do.

 

Some Useful Links:

Worried about the safety of your identity, fraud and theft and how to manage this see:

http://www.moneysmart.gov.au/scams/other-scams/identity-fraud

Need a home budget see the Budget calculator at:

http://www.moneysmart.gov.au/tools-and-resources/calculators-and-tools/budget-planner

Need to calculate mortgage repayments see:

http://www.moneysmart.gov.au/tools-and-resources/calculators-and-tools/mortgage-calculator

 

Dealer Group:
Wealthsure Financial Services Pty Ltd
Australian Financial Services Licenseewealth_sure
License Number 326450
T: 08 9267 3444
F: 08 9267 3499

360 Degree Wealth Services are a Corporate Authorised Representative of Wealthsure Financial Services Pty Ltd..

Our Australian Financial Services Licence is provided by Wealthsure Financial Services Pty Ltd (AFSL No. 326450) the Wealthsure Financial Services Pty Ltd AFSL applies to financial products only. Please note financial broking, mortgage broking, home loans are not considered to be financial products.

The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, 360 Degree Wealth Services will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.

*Independently owned means that 360 Degree Wealth Services Pty Ltd is not owned by Institutions or Product Manufacturers.