Regardless of your current financial position and financial life stage, Fraser Wealth Management undertake a complete analysis of your goals to develop your financial plan.
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from the effects of compounding returns.
Insurance is the foundation of all financial plans. Fraser Wealth Management can help you evaluate the risks and come up with the right insurance solution for you and your family.
Our aim is to work together with you to establish, protect and grow your wealth. We are committed to the highest quality financial advice, with a client focus, based on integrity, commitment, transparency and the highest level of industry knowledge….
Why Choose Us?
Exceptional Personal Service
Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.
Knowledge and Experience
Our Financial Advisers are highly qualified and have a breadth of knowledge and experience necessary to focus on all your important financial matters.
Our friendly support team will support you throughout your journey with us and answer any questions you have along the way.
A Holistic Approach
We want to understand exactly what you want to achieve in life and provide you with strategies and techniques to guide you towards your goals.
Keep You On Track
We will stay in contact with you because we want to ensure your financial plan continues to meet your needs and that you stay on track to achieve your goals.
Ease and Convenience
Deal with one company for your superannuation, investment, debt management, insurance and estate planning needs.
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Mark has 26 years’ experience in finance and banking. He has been a financial planner since 1998 and Principal of Fraser Wealth Management since 2011.
Graduating in 2013 from Griffith University with a Bachelor of Commerce majoring in Economics and Finance Alex was adamant in helping everyday Australian’s ‘get ahead’ financially.
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