MenuTuy Nguyen CFP®
About Me
We help our clients make and manage decisions around money. We do this by understanding "what is important about money to them". Together we then build a comprehensive game plan that focuses on the goals that require money and planning to achieve what is important.
My ask of my clients is "be aggressive with what you want to achieve", we will work together to see if these objectives are achievable and if they are not, what we need to do to make them possible.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 19 Years -
Licensed By Alliance Wealth Pty Ltd
