IndexWealth
Updated
by
Caroline Pollard
Index Wealth provides professional financial planning and wealth advice to help clients build, protect and manage their financial future. They are particularly well suited to everyday clients who may not traditionally see themselves as needing a financial planner.
Their services include superannuation, investments, retirement planning, personal insurance and wealth-building strategies, making them a valuable referral partner for brokers looking to provide clients with support beyond lending.
Contact : James Milic | 0447 277 283 | e: james@indexwealth.com.au
