Platinum Wealth Solutions in Swansea, New South Wales, Australia | Local service

Platinum Wealth Solutions

Locality: Swansea, New South Wales, Australia

Phone: +61 1300 658 009

Address: Shop 10, 2 Belmont Street 2281 Swansea, NSW, Australia

Website:

Likes: 113

Add/Update information

Reviews

Tags

• Local service
• Investing service
• Financial planner

25.01.2022 There's no time like the present to review what you have, and put a plan into place to help you achieve your goals!

22.01.2022 Today marks the 2nd birthday of Platinum Wealth Solutions. Once again we are offering 20% off the normal plan fee for the month of March, if you decide to proceed. Your first appointment is always complimentary - just mention this post.

18.01.2022 After a good run last week, the markets are set for some more gains. Changing your investments from managed funds to cash when things don't look favourable could mean you miss out on the upside by leaving your funds as they are.

16.01.2022 Wow! Where has the time gone? Today marks the 3rd Anniversary of Platinum Wealth Solutions. As always, your first appointment is always complimentary. After your first appointment if you decide to proceed further, for the month of March only you will receive a discount of 20% off the normal plan fee - just mention this post.

12.01.2022 It's never too late to sit down with someone and start planning your retirement - take the first step and make an appointment today!

12.01.2022 Will this be you? Don't leave it to the last minute. Come in and see me now for a no obligation financial health check.

11.01.2022 Had a great time at the Newcastle Free Property Expo at MSLSC today

11.01.2022 The government believes that all super funds should have, as part of their normal prudent governance, stress-tested themselves for the possibility of "hardship" withdrawals - this has been the law for many years. Industry funds now are trying to convince the government to allow the RBA to provide emergency liquidity to cover the potential withdrawals.

06.01.2022 Check out the write up in todays Herald. https://www.theherald.com.au//balancing-business-at-your/

05.01.2022 Today Platinum Wealth Solutions celebrates it's 1st year Anniversary. As a special birthday offer for the month of March, we are offering a free initial consultation & 20% off the initial plan preparation fee - just mention this post.

03.01.2022 Fantastic event coming up in a couple of weeks...FREE Property Information Expo. If you're considering buying or selling, or know someone who is, come along and meet some of the experts.

01.01.2022 "A big part of financial freedom is having your heart and mind free from worry about the WHAT-IFS of life" - Suze Orman Have you sorted out your WHAT-IFS??