Wealth

ACHIEVING YOUR GOALS

We understand how challenging it is to manage the competing priorities in our busy lives. The ability to help you overcome these challenges, improve your financial wellbeing and enable you to enjoy the rewards of all your hard work is the reason we are in business!

Our promise is that working together is all about you and helping you put in place a plan for a better life. Achieving this is central to everything we do. If we do not believe we can deliver this promise, we will not proceed to work together and will advise you of a more suitable alternative.

The value we deliver is working together to help you get results that may be more difficult to realise if you did it yourself. We are committed to helping you achieve the things that are important to you, and sustaining them. We promise to always act in your best interests and to treat you and your money as if it was our own.

Central to our service is providing advice suited to your individual needs. We will ensure you understand our advice, why it is appropriate and how it will contribute to your success. We will regularly discuss your progress and ensure you always remain on track.

Success for us is when we put you in a better position than you could achieve on your own.

Wealth Creation & Investments

Superannuation & Retirement Planning

Wealth Protection

Disclaimer: STB Wealth Pty Ltd ABN 74 614 239 799 trading as Advice Centre Corporate Authorised Representative No. 1250433 Alliance Wealth Pty Ltd | ABN 93 161 647 007 | AFSL 449221 | www.centrepointalliance.com.au/fsg/aw.