The Blogs that appear on this page may be sourced from outdated material so please seek appropriate professional advice. The blog material is in no way intended to be personal financial planning advice.

Catherine's Chat

Wholistic Financial Solutions provides information and updates regarding the property investment industry. Learn more from Catherine's chat here.

Introducing Trudy Heins – Retirement Planning and SMSF Financial Planning Expert

Tuesday, April 30, 2019

We are pleased to advise that our Senior Financial Planner and Director, Trudy Heins will be available to take appointments in June.

Trudy heads up our Brisbane financial planning business and we are fortunate to have her in the Canberra office seeing clients, appointment times are however limited.  

Trudy has over 20 years experience as a financial planner and business owner. She specialises in retirement income planning for both superannuation and non-superannuation clients. She has a particular interest in SMSF retirement strategies. She also has a broad knowledge of Centrelink when it comes to pension eligibility.  

She is available for face to face appointments on the 4th and 5th of June or phone consultations at any time.

If you would like to make a time to see her please email trudy@wfscanberra.com.au

Comments
Post has no comments.
Post a Comment




Captcha Image

Trackback Link
http://www.wfscanberra.com.au/BlogRetrieve.aspx?BlogID=6103&PostID=738237&A=Trackback
Trackbacks
Post has no trackbacks.

Discover How to Build A Property Portfolio The Right Way Right From The Start

Recent Posts


Tags


Archive