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Natalie Martin- Booker

Right Advice Financial Services P/L
Financial Planning

Contact Information:

Birtinya, Queensland 4575
Australia

Years in Business:

 

5

Clients I'm Seeking:

 

Anyone looking to create or preserve wealth. I provide whole of life planning and can provide advice on the following areas: Investment, Superannuation, Insurance, Salary Packaging, Retirement Planning and Aged Care Planning.

About My Business:

 

Right Advice Financial Services is a locally owned and operated Sunshine Coast business headed by Director and Principal Financial Planner Natalie Martin-Booker. Natalie holds the internationally recognised Certified Financial Planner® designation, which is the highest professional designation attainable in the Financial Planning profession. She is also a member of the Financial Planning Association (FPA) and Chairperson of the Sunshine Coast chapter of the FPA. We provide ‘whole of life’ planning, which means we can help you regardless of whether you are saving for a deposit for your first home, putting kids through school, planning on retiring or in retirement or needing advice on going into Aged Care. Our professional approach results in an open and honest relationship which ensures that your best interests are being met. This is achieved by gathering as much data about you as possible including your current financial position, goals, objectives and values. We then prepare strategic advice tailored to your needs that allows you to take control of your financial situation. We like to present the strategic advice to you in person and if your individual circumstances require we implement and provide ongoing management of your financial situation. Putting you in charge of your financial situation means that you can get on with living the life that you want to lead. You also have peace of mind knowing that you’ve got the ‘right advice the first time’ and you’re on the right path to achieving your goals.

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