Wills, Powers of Attorney, Advance Care Directives, Probate services
What To Bring To Your First Appointment?
Bringing appropriate documentation to the appointment will help us make the most of our time together.
"Bringing appropriate documentation to the appointment will help us make the most of our time together."My finances were all over the place! I had 6 super funds and no idea how much insurance I had or needed. My SWM Finance Matters Wealth Strategist took the headache out of trying to tidy up my finances by consolidating it all and assessing how much insurance I really needed."
"I feel blessed to have you doing my superannuation its like having a friend looking out for you. I do feel emotional with all the things this year I just hope next year will be kind to my family and friends, Thank you so much warmest regards"
"Our SWM Finance Matters Wealth Strategist explained and made us understand more in 2 hours than our other planner had taught us in over 20 years."
Mr & Mrs S
"When my other adviser abandoned me, my SWM Finance Matters Wealth Strategist helped me work out the insurance cover I really wanted. When the time came, he even helped me put my claim together and made sure that I was paid."