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Véurr Financial Planning
Planificación financiera a medida en Deakin para la riqueza y la seguridad a largo plazo.
5(5 reseñas)
Business
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Planificación financiera a medida en Deakin para la riqueza y la seguridad a largo plazo.
Véurr Financial Planning ofrece asesoría financiera a medida en Deakin, ACT, en la Unidad 30/2 King St. Las reseñas de clientes destacan a los asesores Imran y Maciej Stanek por su comunicación clara, asesoría experta y planes personalizados. Los servicios abarcan inversiones, fondos de pensiones, seguros y la planificación de metas como comprar una vivienda y la acumulación de riqueza a largo plazo y seguridad, con un enfoque en construir relaciones duraderas con los clientes.
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Estrategias personalizadas para la creación de patrimonio, la jubilación y la seguridad financiera, adaptadas a tus metas.
Asesoramiento experto sobre fondos de pensiones, aportaciones y optimización para maximizar tus ahorros para la jubilación.
Asesoramiento profesional sobre carteras de inversión para lograr crecimiento y alcanzar objetivos financieros a largo plazo.
Evaluación y recomendaciones para una cobertura de seguros adecuada para proteger tus activos y a tu familia.
Apoyo y estrategias para compradores de vivienda por primera vez, incluida la planificación financiera para la adquisición de la vivienda.
My partner and I saw Maciej and are very satisfied with his services. Very knowledgeable and works hard to understand our financial situation and tailor a plan accordingly. Highly recommend.
After my mother Mary Anne introduced me to Imran I had an initial consultation together with my younger brother Sean. I was about to settle on my first home and had no idea about Super or planning for the future. Imran was very helpful and gave me a great strategy to start my journey to financial freedom. I am looking forward to a long term relationship with Imran where we will help me build a strong long term plan to future wealth and security. As a young adult I highly recommend Imran for your financial planning and advice.
My wife and I have been clients of Maciek Stanek for many years, and we have always found his advice to be professionally researched and very sound. He has a very friendly demeanor, and we enjoy doing business with him. When he says he'll do something he always gets onto it straight away. My sort of guy.
I have been a client for three years now. Imran has been thorough in assessing my needs for an appropriate level of insurance. His advice on investments and superannuation has provided me growth and peace of mind from early age to be ahead in my goals’ achievements. I would recommend him to anyone looking at starting their financial freedom journey early.
We've been working with Imran as our trusted advisor now for over two years. His clear form of communication and sage advice that caters specifically to our needs is greatly appreciated. We look forward to working with Imran in the years to come, and wouldn't hesitate recommending his services to everyone.
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