• JOSH OFFERS:

    ✓   A clear financial plan to address and achieve both your short & long term goals.


    ✓  Ongoing assistance to hold you accountable to make sure you meet your milestones.


    ✓   Peace of mind knowing you’re on track with your goals, allowing you to focus on what’s important to you.

  • JOSH CAN HELP WITH:

    ✓   Superannuation

    ✓   Investments

    ✓  Personal protection

    ✓  Cash Flow management

    ✓  Budgeting

    ✓  Tax minimisation

    ✓  Asset protection & structuring

    ✓  Self-Managed Superannuation

    ✓  Retirement planning

    ✓  Estate planning

    ✓  Centrelink

    PLUS MORE

Josh Lee

Director / Financial Adviser

Director / Financial Adviser

Mstr FP, B.Bus, AdvDip FP

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Send Josh a message

Contact us any time

  • JOSH OFFERS:

    ✓   A clear financial plan to address and achieve both your short & long term goals.


    ✓  Ongoing assistance to hold you accountable to make sure you meet your milestones.


    ✓   Peace of mind knowing you’re on track with your goals, allowing you to focus on what’s important to you.

  • JOSH CAN HELP WITH:

    ✓   Superannuation

    ✓   Investments

    ✓  Personal protection

    ✓  Cash Flow management

    ✓  Budgeting

    ✓  Tax minimisation

    ✓  Asset protection & structuring

    ✓  Self-Managed Superannuation

    ✓  Retirement planning

    ✓  Estate planning

    ✓  Centrelink

    PLUS MORE

Contact us any time

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