Julian McGoldrick
About Me
We are outstanding financial planners that specialise in retirement planning, wealth management and wealth protection for clients who are close to or in retirement.
We have a clear fee structure, our portfolios are cheaper than our competitors, and we understand the issues that affect retirees.
Areas of Focus
- Aged care
- Cashflow management
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 25 Years
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Licensed By Knox Wealth Management Pty Ltd