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What is Your Ideal Life?
Welcome to Platinum Wealth Financial Planning
Welcome
We are licensed Financial Planners who work with people to help them reach the life that they really want. We will help you identify what this 'Ideal Life' means for you, explore where you currently are and then provide the right strategies and advice in order to get you there.
Whilst we would love to be able to help everyone, we provide the most value to households earning over $140,000, have bought their first home and want their money to work harder.
Our first step is an initial phone call to learn:
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What you want from your money
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What your ideal life looks like
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Where you are currently
We will then explain our services and how they can propel you towards your optimal financial future.
Interested to find out more?
Click here to book a complimentary initial call
Who Do We Help?
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