Spectrum Financial Wealth

Tax and SMSF Specialist ✔ Financial Planning ✔ Insurance ✔ Superannuation ✔ Managed Investments ✔ Brisbane and Gold Coast I'm a qualified CPA and SMSF specialist. I'm the founding partner that leads an experienced team at Spectrum Financial Planning, offering Financial, Wealth Creation and Wealth Preservation strategies to you and your family. I am a seasoned Financial Planner and SMSF Specialist. My first priority is to carefully listen to your needs and concerns. Then can we tailor a plan that is specifically designed to help you achieve your goals. An integrated approach that includes Tax Planning your personal tax , Estate Planning, Risk Planning and overall Financial Planning ensures that we are able to thoroughly take care of all your Financial concerns. My Specialities include: ✔ Tax and SMSF Specialist ✔ Financial Planning ✔ Insurance ✔ Superannuation ✔ Managed Investments ✔ Wealth Accumulation ✔ Income Protection ✔ Tax Planning ✔ Retirement Planning ✔ Risk Insurance ✔ Business Planning ✔ Business Succession Planning ✔ Superannuation/Rollovers ✔ Life Insurance ✔ Estate Planning