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What we can do for you..

Depending on where people are in their life stage has a major impact on the financial services they typically need. People have very different priorities, financial challenges and goals and these are often divided into 5 major life stages.




As people progress through their life they will travel from one life stage to the next. Within each life stage there are various financial challenges that everyone must face in the pursuit of their goals. By planning a personal financial 'Road Map' and preparing for the next stage in life, an individual stands a better chance of fulfilling their long term financial goals and reaching their desired destination.

Here at the Burnett Business Centre our financial planning team is dedicated to helping you reach your financial goals at any life stage.  

To find out more, refer to your relevant "life stage" or return to the previous page and fill in the "Contact Us" form here  

 


 

 

DISCLAIMER
Graham Archdall, Krystle Perrett and Burnett Business Centre Financial Planning Pty Ltd are Authorised Representatives of Sentry Financial Services Pty Ltd AFSL 286786 and provides financial planning services for superannuation, managed investments, shares and self managed superannuation fund investment advice. 

Your Advisers may offer you services through Burnett Business Centre Financial Planning Pty Ltd and Burnett Business Centre which are each separate businesses.  Although the same Advisers may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Sentry Financial Services is only responsible for the financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice and credit activities provided by the duly authorised representatives.

 

 

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