PlanningSolo
Financial Services - Melbourne, Victoria, Australia
PlanningSolo Employees
PlanningSolo Details
You've been through a massive change and now it's all on you. This can be frightening, worrying, exciting and thrilling - plus a hundred other emotions - all at once. As experienced, professional financial advisers, we're here to help you voice, design and build your new future. We then show you how to navigate the intricate complexities of money and your future - and everything in between. And, sure, we're experienced in superannuation, investments, insurance, cashflow management and all of the other 'mechanics' of financial advice. But what we really love is taking the time to find out how our clients are feeling about where they are now, and where they want to be in the future. We're your partner through the biggest transition in your life and we'll show you the way to go and be there as you walk the path too. Jordan Vaka and Tangram Financial trading as PlanningSolo (ABN 97 137 190 759), are Authorised Representatives of PlanningSolo Licensing Pty Ltd AFS Licence No 526143
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