Working in the financial services and advice industry for the last 30 years with the major financial institutions has given me the experience and desire to create and deliver real value to customers that will make a difference in their lives and future generations.

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As a financial adviser, my approach is to create deep long-lasting relationships with clients through the delivery of a comprehensive plan designed to build, protect and preserve multigenerational wealth that they simply cannot do themselves and guide them through the completion of that plan year after year.
 

In my opinion, a solid better quality financial plan is the higher purpose.

 

andrew@monumentpw.com.au