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" He who is not courageous enough to take risks will accomplish nothing in life" – Muhammed Ali
Tony Tilenni & Associates is well qualified to make a wealth of difference to your financial plan and future.
After an in-depth assessment of your current financial situation, your future goals and objectives and your attitude towards risk, you will be provided with the necessary strategic options for achieving your financial goals.
We will prepare a financial plan tailored to meet your specific goals, within your preferred time-frame and acceptance to risk. The plan will address factors that may affect your investment decisions, such as growing and safeguarding your income, assets and family whilst providing the necessary flexibility to allow for changes in your circumstances.
We encourage you when considering the plan and recommendations to revisit and consolidate your personal priorities. From experience of working with a diverse range of clients, Tony Tilenni & Associates have identified that ultimately the priorities guiding decision – making for wealth creation are:
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Implementing a plan is only the first step to achieving your financial success. It is important to periodically review your progress to ensure that the plan remains on track in delivering your stated goals and objectives, especially over time when circumstantial changes in your life may affect your goals. Proactively reviewing and advising on changes to your financial plan is an integral part of our service to you. We call this Total Financial Care.
With our Financial Planning Services we offer:
- Investment advice
- Wealth Creation using gearing and savings plans
- Retirement Planning
- Superannuation
- Pensions/Allocated pensions
- Succession planning
- Personal and Business insurance
- Margin loans
- Vehicle & equipment leasing & hire purchase
- On-Line Stock-Broking services
For our online clients
My Net Wealth provides you with the opportunity to view your consolidated net wealth position and investment portfolio online. This will help you make smarter investment decisions because you can see the big picture on your portfolio 24 hours, 7 days a week. We will also have regular face-to-face meetings to review the progress of your financial plans.
World of Wealth is also available to clients who are yet to establish their own wealth portfolio. This service can provide all online clients with access to detailed research and advice on of various aspects of investing.
Contact us today for an obligation and cost free, initial introduction to our financial planning services. This free introduction will not include specific financial planning advice or a Statement of Advice, but it will help you decide whether the services by Tony Tilenni and Associates, are right for your needs. Please note, this free consultation does not include tax and accounting services.
"Success is a journey, not a destination" - Unknown
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Tony Tilenni & Associates ABN 36
962 506 210
Australia. All rights reserved.
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