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REGIONAL WEALTH
Available Online
Meeting - Unplanned assets & or cash
A large amount of assets from an inheritance or the sale of an investment property
1 hr1 hIlloura Place
From $880
From $880
Service Description
Finding yourself in the situation where you have a sudden influx of cash or other assets and are unsure what to do. We look at your situation, goals and objectives and then provide our written recommendations in a Statement of Advice. The fee is loosely related to the amount of assets, as the more assets the more options and choices for tax structures and investments types.
Contact Details
11 Illoura Place, Strathfieldsaye VIC, Australia
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