CHOOSE Wealth Financial Group of Pakenham aim to make complex financial matters a fuss-free experience to let clients get on with what matters in life.
Practice principal John Parker said the business offers accounting, lending and financial planning services.
“Our best feature is offering full financial services in-house,” Mr Parker said.
“We offer realistic pricing with an emphasis on advice rather than products.”
Its services include accounting, personal ISMSF business advice, tax returns, book keeping, lending, mortgage, motor, plant and equipment, financial planning, superannuation, personal insurance, investment and retirement planning.
He said the focus of the business was improving customers’ financial situations to allow for a better standard of living now and into the future.
The business has been running for 12 years in Pakenham and 30 years in Victoria.
Mr Parker has been working as a financial planner and with super, investment and retirement planning.
The staff includes accountants Chris Dodson and Sam Draper.
Chris is a chartered accountant with strong business and personal accounting skills while Sam has recently joined and is very experienced in personal tax returns.
Anita Hinze is a mortgage broker with eight-years experience with Choose Wealth.
The business will be moving into new premises in the Pakenham Lifestyle Centre in July/August of this year but for the moment they can be found at Shop 22 18-36 Lakeside Boulevard, Pakenham, or phone 5940 3996 Monday to Friday from 9am to 5pm.
The can also be visited online at www.choosewealth.com.au.
