OUR ADVICE

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Personal Insurance  
Planning & Claims
Debt Management 
Budgeting & Money Management Coaching
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Wealth Creation
Retirement Planning
Superannuation Strategies
Goals & Values

BREAKING DOWN THE MYTHS OF FINANCIAL ADVICE

We do not...

  • Make you rich

  • Sell you products

  • Tell you what you want to hear

  • Recommend the next hottest investment

  • Only chase returns

  • Tell you how to spend your money (creepy)

  • Scold, judge or make you feel silly about your relationship with money

  • Only look after the wealth

We do...

  • Appreciate there is more to life than just numbers

  • Work as a team with our clients, on the same level

  • Educate, educate, educate

  • Focus on family, lifestyle and your passions

  • Focus on no-bullshit, practical actionable steps to create positive change

  • Teach you good money habits and behaviors to give you back control

  • Become your dedicated money, kids & life soundboard for life!

  • Help you define and express your core goals and values

  • Simplify the complex

  • Consider our clients like family and provide around the clock support when needed

we have organised a free gift just for you! Enjoy! 

FSG Wealth Management Pty Ltd is a Corporate Authorised Representative (No.425973) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No.223135.

© 2020

Capstone Financial Planning Pty Ltd | Level 14, 461 Bourke St, Melbourne VIC 3000

Ph: 1300 306 900 | Email: info@capstonefp.com.au | www.capstonefp.com.au | Important Information

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