top of page
Retired Happy Couple

Achieve Financial Independence and Secure Your Legacy

Experience a tailored strategy to confidently navigate your assets in your golden years

01_Financial Planning_pexels-yan-krukau-6818113.jpg

Having assets worth millions, you face 2 paramount concerns

Achieving true financial independence and ensuring your financial legacy endures. How do you navigate retirement ensuring both are taken care of?

Stock Market

Not sure what to do next?

The complex financial landscape can be a maze. Without the right strategy achieving financial independence while preserving and growing your legacy can be daunting.

Are you prepared?

Introducing the Financial Road Map® Consultation

We tailor a plan ensuring your financial independence while making certain your legacy stands the test of time.

Get a breakthrough of clarity so that the next few steps become obvious!

Walk out of our office relieved and empowered, ready to take action with your own personalised financial roadmap.

financial-road-map-lgproduct.jpg
IMG_20181109_123626626.jpg

What our clients say

Scott and Angie Phillips

I completed at Mick's office a Financial Roadmap® back in 2019 which let to make some structural changes to my business and entities. Now, at the end of  2023 I finally got things sorted and am enjoying my business even more while having more time for travel, my vintage car hobby, and my family. All I can say is wow. And thanks for helping me set this all up. 'LG" Life is Good!

Financially independent entrepreneur and business owner - Woorree

Kevin & Belinda Box

Through the Financial Roadmap®, I not only made the right decisions about my legacy but also found my path to financial freedom! But the real win is that I can spend more time with my children and grandchildren!

Financial Independent Farmers

- White Peak

Box family.jpg

Doris Dengel

I am so glad that I completed my financial roadmap® with Mick, knowing that I am rock solid financially, even after some serious personal challenges in my life!

Business Owner, Coronation Beach

- Chapman Valley

Doris testa.jpg

Exclusive to Geraldton Residents only, aged 55-75, taking advantage of our unique Financial Roadmap® Consultation

Only 2 Road Map consultations are available next week, ACT NOW to secure your financial future. 

Price: Investment $500 (Rebated against your financial plan should you choose to proceed further.)

Email

Phone

0466 414 321

Address

58 Hillview Drive, Drummond Cove, WA 6532

  • Facebook
  • LinkedIn
bottom of page