Additional information

Overview:

Effective financial planning is an invaluable process used to help you set and meet realistic life and financial goals through proper management of your finances. Your financial independence and future quality of life are vital issues that should not be left to chance. Mort understands this and can help you secure your future by providing tailored financial strategies designed to create and preserve wealth, protect against risk along the way and even plan for your estate.

Service Offering

Mort is an experienced and well respected financial adviser who has been providing clients in the Bundaberg region with sound professional advice since 1985.

Areas of advice expertise include:
Savings and Investment
Superannuation and Self Managed Superannuation
Retirement and Income Streams
Risk Management and Insurance
Salary Packaging and Salary Sacrifice
Redundancy and Retrenchment
Centrelink

Mort provides quality personalised financial advice delivered according to your personal circumstances:

   * Targeted single issue advice
     or
   * Full-service holistic bespoke advice

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