Dana Louey
Communications and Advice Servicing Associate at AFA Group Wealth - Airport West, VIC, AU
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Melbourne, Victoria, Australia
AFA Group Wealth
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We understand that your dreams are important to you and that you are committed to achieving them. We are committed to your dreams and take the time to work with you to clearly understand your current situation and future aspirations. We will work with you to understand what is important to you, what your dreams are and what you really value in life. Our financial advice process is designed to understand the answers to these important questions. We will identify your goals, challenges, opportunities and vision giving you a clear understanding of the journey in front of you. We will illustrate the options available to you and using financial modelling tools we will develop the best personalised financial solutions that are clear and simple to understand. The financial plan will be based on your future aspirations and tailored accordingly. The plan will provide you with strategic solutions that empower you to take control over your financial future, giving you the ability to enjoy the dreams you have aspired to. We will continue to assist you along life's journey by providing you with regular reviews of your situation ensuring the financial plan still satisfies identified goal and aspirations.