Sheri Montgomery's Colleagues at Wise Financial Services
Sheri Montgomery's Contact Details
British Columbia,Canada
Wise Financial Services
Sheri Montgomery's Company Details
Wise Financial Services is an ongoing venture into the changing world of financial advice. With a consultative approach, new thinking and advice concepts we offer a range of services to help clients achieve their financial and lifestyle goals. Our belief is that everyone has a need for financial guidance through each of life's transitions, we encourage clients to think differently and grow into their next phase of life. Should you be starting with the purchase of your first home, enjoying family life, or transitioning out of a relationship, Wise can help you. Wise offers advice in the following areas: Separation and Divorce: * Managing Cashflow * Budgeting * Managing Assets pre and post financial settlement * Financial Education * Collaboration with Legal and Tax advisors Building Wealth: * Self Managed Superannuation * Retail Superannuation * Investing for the future * Retirement Planning Protecting Wealth: * Personal Risk Management * Business and Key Person Risk Management * Estate Planning http://www.wisefinancial.com.au