Personal Financial Advice
Budgeting
Mario Di Martno and Leo Vargiu are both professional advice specialists who can help you deal with various personal financial issues through proper planning. This includes but is not limited to these major areas: cash flow management, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning (for business owners).
We want our clients to have access to unbiased financial planning expertise. So when searching for the right products, we have hundreds of providers and institutes to choose from. We use this variety to find the best solution for YOU.
With over 30 years of combined experience in the industry, you can be assured that when preparing appropriate solutions for your planning needs, we have it covered. Our ongoing monitoring and reporting systems ensure currency and flexibility for the financial planning needs of your changing lifestyle and income.
Centrelink Services
- Family Tax Benefits
- Baby Bonus
- Maternity immusiation allowence
- Health Care Card
- Child Care Benefit
- Parenting Payment
- Age Pension
- Pension Bonus Scheme
- Wife Pension
- Disability Support Pension
- Sickness Allowance
- Mobility Allowance
- Carer Payment, Allowance and Support
- Concession Cards, Supplements and Allowances
Loans
If you are looking for a personal loan you have come to the right place! We can arrange and refer you to our specialist loan broker. Whether you are looking for a loan to buy a new car or personal loan so you can take a well deserved overseas holiday or maybe you would like to just simplify your life with a debt consolidation loan, what ever type of loan you are looking for we have got you covered.
