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Is your award winning financial expert & adviser providing you with financial planning, advice, wealth management and support.
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To build the healthy financial life you want involves six elements…
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TESTIMONIALS
“Sam and his A-team we’re amazing to deal with every step of the way making something potentially painful a breeze!
Thanks again Sam and team, you are amazing.”
Dan Hesson The Hesson Family Trust
“With Sam an his super team, it is not all about the business. If you are looking to secure your financial future, then you will not regret giving Sam and his team a call and setting up an appointment.”
Shohan Wimalaratne
“IN THE GREEN” LATEST ARTICLES
Low Interest Rates – How to Make Correct Decisions and Take Advantage
We all know the mortgage interest rates have moved so much in the last few years. It may continue to do so too. It’s not so long ago we fixed some loans at 5 to 5.5% and to see they have now dropped down to 2.69%. Obviously no one had a crystal ball to...
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Insurance Through Life
Insurance has a role to play in most stages of our lives. But what we need when we’re young can be quite different to what’s required as an older person. Here’s a rough guide to what to think about, and when. Childhood and teenage years Most young people have...
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Insurance When It Counts
Insurance is one of the few things in life that you hope you will never really have to use. We pay premiums year after year for the peace of mind of knowing that we’ll be covered should the worst happen – but also crossing our fingers that we never really have to find...
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