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We specialise in pre-retirement and retirement planning which means we can provide you with a better result because of our specialised in-depth knowledge... We help you minimise your tax to create more value for you. Not only is Doug a CFP but he is also a registered tax agent and Fellow of the National Tax and Accountants Association. You get the benefit of this expertise... If applicable we help you maximise your entitlement to Centrelink benefits. This is important. The more money you can get from Centrelink the longer your own money will last and the better lifestyle you will have in retirement.

Registration numbers: 86 904 805 722 (W)