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About PI Consultancy |
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In Home ServiceWe all know that we need to accumulate assets to secure a financially independent future. To assist you to understand how you can achieve this goal one of our friendly team will make an appointment to see you in the comfort of your home at your convenience to identify and discuss your needs on a personalised basis with no obligation.
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Some of the benefits from and initial FREE financial discovery session includes:
A fully trained consultant will meet with you to provide an overview of our services and gather all the information necessary to assess your situation and provide you with a range of options in a report that will help you determine your goals and the actions you can take to make them happen. Any information that is disclosed is subject to our stringent confidentiality guidelines to ensure that your privacy is protected. |
Financial PlanningThe Financial Services Reform Act (FSRA) of the Corporations Act 2001 states that any client receiving financial product advice from an Authorised Representative (Financial Advisor) is entitled to receive a written record of the personal advice that has been given. We are able to assist you with financial planning strategies and the solid experience of professionals who have assisted many clients to achieve their financial goals, we will reveal the most up to date strategies and positive solutions for your future. Head Office Level 19 AMP Place 1300 852 131 Mark Harrison - Senior Finance Broker 
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