Susan Baker Financial Planning opening hours in Taree
By Appointment
Phone
(02) 6551 7577
Call
Website
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Susan Baker Financial Planning opening hours in Taree
Additional Contacts
Accreditations
Certified Financial Planner
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About Us
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Products and Services
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FAQs
About Us
About Susan Baker Financial Planning
Advice that puts you first.
We take the time to get to know you and what's really important to you, your values and goals, your family, career and financial well-being, your challenges and opportunities.
Your advice starts with you
Whatever stage of life you're in you want good financial management, tailored to your unique circumstances and dreams. You want to be in control and do the best you can. With a focus on you, we help you implement plans that give you clarity and certainty about the direction you're heading and also help you prepare for changes and the unexpected along the way.
Products and Services
Features
Accredited, Certified, Fee For Service, Locally Operated, Locally Owned, Owner Operated
Services
Advice & Information, Aged Care, Annuities, Asset Protection, Budgeting, Cashflow Management, Centrelink, Debt Consolidation, Debt Management, Debt Reduction, Estate Planning, Gearing, Income Insurance, Income Protection, Insurance, Investment Strategies, Investments, Life Insurance, Managed Funds, Managed Investments, Pensions, Portfolio Management, Redundancy, Retirement Planning, Rollovers, Salary Packaging, Self-Managed Super Funds, Setting Up a SMSF, Shares, Social Security Planning, Superannuation, Unit Trusts, Wealth Creation
Catering To
Couples, Individuals, Men, Professionals, Retirees, Small Businesses, Women
Issues
Retirement
Keywords
Retirement Planning, Investment Planning Taree, Managed Funds, Retirement Planning Mid North Coast, Superannuation, Financial Planning Taree, Self Managed Super Fund, Investment Strategies, Sue Baker, Estate Planning Taree
FAQs
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Are you registered?
Yes, we are registered.
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Where are you located?
We are located at Suite 3/ 142-144 Victoria Street, Taree NSW 2430.
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How can I contact you?
You can give us a call on (02) 6551 7577.