Our referral partner, George Dermentzis from Belford Wealth Management operates from our offices, providing our clients with a comprehensive suite of wealth planning services including:
- Investment portfolio management
- Superannuation and retirement planning
- Life, income protection, trauma & disability insurance
- Estate planning considerations
- Wealth creation
George can provide advice on a comprehensive basis covering all the areas above, or advice on a specific area only – whatever suits your requirements. Having both Accountant and Financial Advisor under the same roof means all your financial needs can be met in one place, saving you time and effort. It’s all about making things easier for you!