MenuPrue Cheeseman-Goodes CFP®
About Me
I work with high net wealth individuals on investment portfolio strategies, wealth accumulation, tax structuring and cashflow strategies. This includes superannuation & retirement planning as well as the intricacies of Self-Managed Superannuation Funds (SMSFs) and considerations in planning for & dealing with Estates.
Areas of Focus
- Aged care
- Cashflow management
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 3 Years -
Licensed By Hlb Mann Judd Wealth Management (nsw) Pty Limited
