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Retired Happy Couple

Achieve Financial Independence and Secure Your Legacy

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

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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?

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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.

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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

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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

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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.)

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Email

Phone

0466 414 321

Address

58 Hillview Drive, Drummond Cove, WA 6532

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