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A good financial planner will not just look at the task at hand but will dig deeper to indentify issues that you may never have thought of and assist you in resolving those issues. If unable to do so peronally, then you will be referred to the most appropriate service to help with those needs.

This includes

1) Legal service and

2) Accountancy service and more

Important Information
Financial Wisdom is responsible for financial planning advice provided by me as an Authorised Representative. Please refer to the Financial Services Guide (FSG) for the scope of my authority under Financial Wisdom. Financial Wisdom is not affiliated with nor does it endorse other business activities conducted by me.