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Herbert Tomaschett

Equity Resource Pty Ltd
Financial Planning

Contact Information:

Suite 416 / 2-8 Brookhollow Avenue
Baulkham Hills, New South Wales 2153
Australia
T: 02 8861 1688
F: 02 8861 1717
www.EquityResource.com.au

Years in Business:

 

15

Clients I'm Seeking:

 

Private Clients - Individual Professionals - Mums and Dads - Families - Small Businesses - Self Managed Super Entities - Family Trusts

About My Business:

 

Equity Resource Financial Planning assist clients in putting together smart strategies for a better financial future.

- Areas of advice include investments, insurances and superannuation. Clients are provided with a Statement of Advice and a list of recommendations on how to be better off financially.

- Core areas are Self Managed Super and property investments through instalment warrants and structured & protected investment products to benefit from returns in any market.

- Equity Resource Financial Planning belongs to the Patron Financial Advice group which is not owned by any of the major financial institutions.

- Equity Resource Pty Ltd has its own finance broking division helping everyday Australians finding the best loans in the market. Mortgages & loans, investment loans, commercial loans, lines of credits and more...

- Our property investment consultants can source properties in hotspots all over Australia. Suitable residential properties for personal investment, trusts or Self Managed Super are available.

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