MenuNeil Heriot CFP®
About Me
I specialise in providing investment strategy as well as pro active wealth management to small business owners, professionals and senior executives. Range of investment capital is normally $500,000 to $40 million. I introduced a fee based approach in 1993.
Areas of Focus
- Aged care
- Estate planning
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 35 Years -
Licensed By Bostoniq Pty Ltd
