Wealth Creation / Financial Planning
Need assistance on the best strategy for your investments or just want to know how to get started?
Watts Price Accountants enlist the professional services of Daniel Menzel B.Comm (FP, Mrktg), MoFP of Grampians Investment Services.
Daniel is a Financial Planner with experience in advising clients about their financial planning needs.
- Retirement Planning
- Insurance Advice
- Property Advice
- Estate Planning
- Share market advice
Managing Your Nest Egg!
There are a number of benefits in creating a Self Managed Super Fund. We have a team of experts that work in conjunction with our Financial Planner (Daniel Menzel) to deliver you and your family outstanding results.
Our philosophy is simple, we listen to your family needs and provide easily understood solutions that facilitate wealth creation, succession, provide a tax effective income during retirement and much more.
What we can do:
- Self Managed Super Fund Set up
- Management assistance
- Review of tax effectiveness in your situation
- Explanation of benefits
If you have an queries regarding our financial planning services please contact us on 03 5382 3001 or via email at firstname.lastname@example.org
Daniel Menzel – Grampians Investment Services (03) 5572 5488