SEO report of twelvewealth.com

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type: article
url: http://twelvewealth.com/
title: Home
site_name: Twelve Wealth

• <H1> Helping you manage your finances and achieve your goals
• <H4> Twelve Wealth is an independently owned boutique financial advice business. Our focus is on understanding the goals you have for life then working with you over the long term to ensure you have the wealth and conviction necessary to get where you want to go.
• <H2> Twelve Wealth puts you in control of your life and your finances
• <H2> Your Advisor
• <H6> Cathryn Gross Bachelor of Economics, Bachelor of Science, Diploma Financial Planning
• <H6> Cathryn is the founder of Twelve Wealth. With an extensive background in banking and financial services, she was inspired to create Twelve Wealth by a deep desire to support others to achieve financial independence. Cathryn is committed to providing tailored fee for service advice, which places success for the client at the centre of everything that she does. Since founding Twelve Wealth in November 2015, Cathryn has been shortlisted as an AFA Rising Star Finalist. This award recognises advisers in their first 3 years of business who are providing quality advice, excellence client engagement and are active contributors to the profession and wider community. Personal experience tells Cathryn that to thrive we need security in all aspects of life including our finances. She is passionate about ensuring that her clients have a strong asset and income base so that they can realise the life goals they dream of.
• <H2> At Twelve Wealth we help you:
• <H4> Set Goals
• <H6> Achieve your personal and financial goals
• <H4> Budget
• <H6> Manage your debt and cashflows
• <H4> Investments
• <H6> Build a diversified investment portfolio to fit your goals
• <H4> Protection
• <H6> Insure your income and assets
• <H4> Estate Planning
• <H6> Create a Will and Power of Attorney
• <H4> Education
• <H6> Provide for the costs of educating your family
• <H4> Tax Planning
• <H6> Tax effectively manage retirement, redundancy, divorce or death settlements
• <H4> Review
• <H6> Establish whether the advice you have previously received is in your best interest
• <H4> Superannuation
• <H6> Establish how much money you will need to retire and how and where your super should be invested
• <H4> Contact Us
• <H4> Links

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