OUR CLIENTS
Who we work with
No matter what stage of life you are in, we can provide objective financial advice to help you reach your goals.
TESTIMONIALS
What they have to say
Our most valued reward is helping you achieve your goals, and then helping your family and friends achieve their goals too.
Let our clients speak for us.
SERVICES
Our Expertise
Looking for a particular service that you would like help with?
See our expertise below and let us know how we can help you get ahead.
Ensure your SMSF is compliant with strategic professional advice. We take care of all the headaches that come with the red tape.
Make the most out of your super now. You can also compare it to others on our free “apples to apples” basis report.
It’s never too early to start planning for retirement. Small changes now can make a big difference later.
CONTACT US
Let’s Connect
If you want to meet over a coffee (practising safe social distance), we’re more than happy to do that too.
Our standard hours are Monday to Friday from 8am – 6pm
After hour appointments are available upon request.
Write to us and we’ll be in-touch soon.
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Perspective Wealth Management Pty Ltd
ACN 639 529 749
Trading as Luck Financial Group is a corporate authorised representative of Millennium3 Financial Services Pty Ltd
ABN 61 094 529 987 – AFSL 244 252
The information displayed on this communication is a summary only and should not be construed as investment advice or securities recommendations. It is prepared for general information and not having regard to any particular persons investment objectives, financial situation or needs. No recommendation (express or implied) or other information should be acted on without obtaining professional advice. You are encouraged to consult a financial planner before making any decision as to how appropriate this information is to your objectives, financial situation and needs. Also, before making a decision, you should consider the relevant Product Disclosure Statement available from your financial planner. This website is for Australian residents only.
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